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Legal Case Management

I work at a law firm, and we're looking for a better legal case management system.

We've tried a few options, but they all seem to have trade-offs—some are too expensive, some are overly complicated, and others are missing features we actually need.

Our team is looking for something that can handle things like:

  • Case tracking
  • Client management
  • Document storage
  • Tasks and deadlines
  • Team collaboration

For those of you working in law firms, what are you using, and would you recommend it?

More importantly, what do you like about it, and what are its biggest drawbacks?

We're looking for something our team will use every day.

Location: Ph

submitted by /u/radj00
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Question to those who built their CRM

I am planning on building my simple CRM as I don't need all the heavy lifting of services that get bolted onto all these plans. Plus, I have two companies that have two completely different workflows, so I need a special use case for both and don't want to spend the money for two different accounts or sub-accounts.

What are some things you would tell your younger self after building what you have?

What is the biggest piece of advice you would give someone building their first? There are tons of people doing it in this sub.

Vets that moved back to a proper CRM, why did you end up switching back?

What was the worst bug you ever faced that took you a long time to figure out?

submitted by /u/The_IT_Miller
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One Reddit post turned into more leads than I expected . picture down

I posted a project here some time ago, almost as an afterthought. Didn't think a lot about it. Turns out, one post got 19K+ views and counting, and brought a few inbound conversations with it - a couple of them are now moving towards actual contracts.

We are a group of people who build automation systems for businesses. To date, we have delivered about a dozen projects, each with its own challenges, requirements, and budget. Some projects had strict budgets, but we never compromised the quality of the work. We wrote one of these projects up as a case study and posted it to Reddit, and it received so much more attention than any paid marketing we’ve done.

My takeaway: your budget size doesn’t dictate the quality of what you build or the impact one post can have. One genuine, honest story can snowball more than you'd expect.

I'm happy to answer questions here if anyone's curious about how we approached it.

submitted by /u/visionary_byte_works
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Built my own CRM because spreadsheets are annoying

(This is not a promotion)

Hey guys,over the past few days I have been building a CRM named Contact Flow and here are a few things I like most about it:-

Kanban pipeline — I can literally drag a contact from "New Lead" to "In Progress" to "Paid." Watching deals move across the board hits different than scrolling a spreadsheet.

Money tracking built in — every contact shows revenue, what they've paid, and what they still owe, with a little progress bar. No more guessing who owes me money.

WhatsApp templates — This is the part I love the most every contact has a little WhatsApp icon on their own contact card so when I press it it automatically opens whatsapp and write the whole template with name of user for me i just have to click send

Isn't it cool?? 😎 😎

Groups and labels — I can tag contacts and organize them into groups, so filtering down to "VIP clients who owe money" takes five seconds.

CSV import/export — I dumped my old messy spreadsheet in, mapped the columns once, and it cleaned itself up. Export works too, so I'm never locked in.

Undo on everything — deleted a contact by mistake? Five seconds to undo before it's gone for good. Saved me more than once.

It's not trying to be a big Salesforce kind of CRM. It's trying to be the CRM I actually want people to open every morning.

Still building it out, but wanted to share since a lot of people here complain about the same CRM fatigue.

Anyways I want suggestions to improve it

submitted by /u/Digital_Nest__
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