Easier. Simpler. Effortless.
Law Firm CRM,
but effortless
Promptr is a new CRM for the legal sector. It’s a fully managed CRM service, just for law firms.
Promptr CRM has been solely designed around the idea “ask lawyers to do as little as possible”.
- Identify work opportunities
- Impress clients
- Understand your relationships
- Centralise all your firm's BD
- Trust your data
Have you ever imagined effortless BD and CRM for your law firm?
Law Firm CRM, but simplified
Traditional law firm CRM software can be like… running a car.
These old legal CRM databases are useless without the skills to use it and a lot of effort to maintain and run it. All the effort is on your shoulders, after you buy it.
Promptr is like… jumping in a taxi. And working on the way.
Law Firm CRM, but simplified
Promptr won't suit your law firm, if...
- You don’t use Microsoft Outlook
- You don't want your data stored on Amazon Web Services' encrypted servers
- Your lawyers are great at BD
- Your current situation isn't frustrating
- You have the specific skills and time to implement, manage and support a CRM database
We’re fully aware that each firm of solicitors are different. Our fully managed service won’t suit everyone. If you answered yes to any of the above points, we’re probably not the CRM provider for you.
But we can point you in the right direction (we’ve been on your side of the fence for about 25 years).
For a list of other legal CRM software, and their features, click here.
Inbox box alerts and prompts to help your BD fly
When we say you won’t have a big complicated database to learn how to use, we’re serious – you don’t use one.
You use it via Outlook, wait for inbox alerts and prompts, and go to interactive dashboards.
To give you an idea of the inbox alerts you’ll receive, a quick summary:
- Weekly summary – shows each lawyer what’s been happening with their contacts
- Pre-Meeting briefings – shows lawyers an overview on the person they are due to meet/call
- Reminders – shows lawyers an overview of the contact when they asked for it
- New contacts added – shows lawyers the new contacts we added/excluded on their behalf
- Key Client & Referrer gaps – shows your board key contacts who haven’t had enough contact
- Key Client activity summary – shows your board an overview of activity and correspondence
- New opportunities – shows lawyers contacts displaying a strong interest in their specialisms
- Weekly BD tips – shows lawyers how to make use of the details and activity in Promptr
Why a new CRM for Law Firms needs to exist
Our founder, Simon has nearly 30 years CRM experience in professional services, at firms like PwC, Pinsent Masons and Gowling WLG. He’s won two CRM awards and written a CRM & GDPR book. Wherever he has been, he’s had to simplify every CRM system or clean up the data. Hence why Promptr now exists.
Because he’s been on your side of the fence for so long – he designed an easier to use and simplified CRM for law firms – mainly because he couldn’t find a really easy CRM for lawyers. All seemed to require a PhD in IT, or for lawyers to be BD rainmakers.
