NexALL CRM

Since the summer of 2023, we have been using the NexALL timekeeping and CMR system, which combines our everyday essential features (which are not offered by other time tracking systems available on the market):

1. Monitoring of customers and related persons in sanction lists;
2. Fulfilling the requirements of the AML/CTF law regarding the risk of money laundering prevention, risk calculation;
3. Lawyer's journal of issuing warrants;
4. Invoicing and payment control system;
5. CRM system;
6. Time tracking system with the possibility to store several TCs (time cards);
7. The ability to connect external service providers to the system, with the possibility to limit their access to system data (customer and case data);
8. And other important properties.

I especially like that the system is user-friendly, and in case of any questions, NexALL support team responds quickly. Also, NexALL constantly listens to our wishes and suggestions as users, improving the system, making it a worthy competitor to other systems available on the market. If we compare with previously used timekeeping systems, TOGGL, CLOCKIFY, CLIO and time tracking systems developed by other law firms, NexALL is our number one choice (both in terms of price and offered functionality).

We have been working with the NexALL program for a whole year. It significantly facilitates daily work with its ease and simplicity. We appreciate that we can see the client, active cases and activities, client contract(s) and invoices in one place. It is very convenient that invoices can be easily created from the activities that are with the specific client, so there is no need to manage anything manually several times, because once the activity and its elapsed time are entered at the client, an invoice position is formed from which the invoice can be created. Creating reports based on the data we need is very convenient! By using the Nexall program, we save a lot of time and resources, which are essential for our company.

The sworn attorney law firm FORT uses the NexALL CRM product offered by NexALL on a daily basis, which supports or provides a large part of the functionality required by the company, including - client and client case management, accounting and management of completed work and expenses, invoicing and payment control, AML and sanctions investigations functionality. In addition, NexALL CRM provides the opportunity to provide these processes simultaneously and conveniently in our three Baltic offices.
Collecting feedback from colleagues, we currently identified the following advantages of NexALL CRM compared to our experience using other similar products:

• Facilitates and speeds up the invoicing process on a daily basis. By making the necessary settings in advance, it is possible to promptly prepare various types of invoices for customers, including applying a fixed fee, various discounts and collecting several customer cases in one invoice, as well as easily make clarifications in the description of the work performed and cooperate with colleagues in this process, if necessary.
• User-friendly system, as it offers convenient timekeeping, including the timer function, where, among other things, it is possible to use longer timers in parallel / alternately, if you have to work or switch between several things during the day.
• The system allows you to see and manage the work results of clients and employees of our three national offices together.
• NexAll CRM includes an AML and sanctions assessment system, which allows you to automate work and reduce the information required from customers.
• This tool allows us to save a significant amount (at least 10%) of administrative staff time, which we can use for our development purposes.