The ultimate solution for businesses of all types! With its flexibility and adaptability, AGILITY software is designed to cater to the unique needs of your business, regardless of its size or industry.
AGILITY offers a range of features that will help you streamline your operations, manage your finances, and grow your business. From invoicing and payment processing to inventory management and customer relationship management, our software has got you covered. With our easy-to-use interface and intuitive design, you can be up and running in no time, without any need for technical expertise.
But what really sets our software apart is its flexibility. Whether you run a law firm, a construction company, a consulting firm, or any other type of business that required managing people as well as projects/tasks, our software can be easily adapted to meet your specific needs. You can customize it to match your company flow, set up your own workflows and processes, and integrate it with other tools and platforms that you use.
Agility CRM – a platform transforming Legal Firms for Attorneys
Take your Law Practice to the next level and get a 360-degree view of your office operations and useful business insights through the power of Agility CRM which is a unified and intuitive platform especially designed for law firms and consulting offices. Agility CRM gives you a complete picture of your clients and prospects in a simplified manner by unifying all the records in one to empower you to maintain a successful relationship with them and streamline law office management and legal services on the fly with automated workflows and inbuilt document templates.
The platform is a scalable Attorney-Client Relationship Management solution that adjusts to the needs of Law and solicitor firms providing integration of all clients with matters/ projects, tasks, activities, employees, timesheets, expenses, invoices, payments, documents, and; five different billing methods all integrated on a single platform.
An easy-to-use and quick-to-implement solution with configurable labels enables legal firms to personalize the platform accordingly. The law firms are frequent users of postal mail services, so we have integrated an automated postal-making feature as a value add feature in the platform. Quick access to a customer portal helps lawyers and attorneys to remain timely updated with the latest service request raised by customers and which can be assigned to staff and employees for quick resolutions and customers have visibility to see the real-time status of their service requests through customer portal access.
Notable Features for Attorneys and Consulting Firms.
- Multi-Factor Authentication
- Automated Postal mailing service
- Timesheet and Billing Management
- Matter Management
- Contact Management
- Pipeline Management
- TWAIN-compliant legal document scanning (Requires Plugin)
- Employee Management
- Contracts Management and many more.