Secure CRM software for Law Firms

Secure CRM software for Law Firms

Traact's CRM tool is designed for managing interactions with clients, leads, and cases for law firms. Our solution offers contract management in multiple entities, offering an efficient way to handle functions, roles and details. You can have a global view of cases, documents, and marketing automation to improve efficiency and enhance the customer experience in an all-in-one solution.

Traact's CRM tool is designed for managing interactions with clients, leads, and cases for law firms. Our solution offers contract management in multiple entities, offering an efficient way to handle functions, roles and details. You can have a global view of cases, documents, and marketing automation to improve efficiency and enhance the customer experience in an all-in-one solution.

EFFICIENCY

Enhancing Processes and Collaboration

Traact's CRM tool can automate repetitive tasks and help law firms enhance efficiency. Collaborate more effectively by providing a centralized platform for managing client data, documents, and tasks.

Add entities and dissolve them same day
Add entities and dissolve them same day
Entity Management Collaborator Selection
Entity Management Collaborator Selection

CUSTOMER CENTRIC

Bridging Gaps with CRM

Traact’s legal CRM system connects all the contacts from your organization in a single solution, fully embedded in the workflows and automation. Track contacts through actions, visualize interactions, organize boards, and do much more with our solution for law firms.

ANALYTICS

Actionable Insights & Analytics

With Traact's CRM tool, law firms can make data-driven decisions by generating valuable data and insights on client behavior and case performance.

Entity status with annual filling, ftb tax, fictitious business and registered agent
Entity status with annual filling, ftb tax, fictitious business and registered agent

Frequently Asked Questions

What is legal CRM software?

What tasks and processes can Traact’s legal CRM solutions automate and make more efficient?

Do law firms need a CRM?

Consult with our
CRM Experts for Law Firms

Consult with our
CRM Experts for Law Firms

Striving for operational efficiency

Traact provides self-help services in your specific direction. We are not a law firm or a substitute for an attorney or law firm. Our Privacy Policy protects communications between you and Traact, but not by the attorney-client privilege or as a work product. We cannot provide any advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms, or strategies. Your access to our website is subject to our Terms and Service.

© 2024 Traact, Inc. All rights reserved.

SOC 2 Type II 

Striving for operational efficiency

Traact provides self-help services in your specific direction. We are not a law firm or a substitute for an attorney or law firm. Our Privacy Policy protects communications between you and Traact, but not by the attorney-client privilege or as a work product. We cannot provide any advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms, or strategies. Your access to our website is subject to our Terms and Service.

© 2024 Traact, Inc. All rights reserved.

SOC 2 Type II