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Marín Ortega
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Custom CRM systems and dashboards

We build CRM systems and dashboards tailored to your firm or company’s operations: matter management, sales tracking, billing, time recording and executive reporting.

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Software code on a screen; editorial photograph

Custom CRM systems and dashboards

We build CRM systems and dashboards tailored to your firm or company’s operations: matter management, sales tracking, billing, time recording and executive reporting.

  • Legal CRM and matter management
  • Executive dashboards with real-time KPIs
  • Time tracking and hourly billing
  • Client portals with progress tracking
  • Opportunity tracking and revenue forecasting
  • Financial and operational reporting
  • Integration with accounting and electronic invoicing
  • Migration from Excel or existing systems
Discuss this service

Let’s discuss your matter.

Tell us about your business and the issue you need to address. Together, we will define the support you need.

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