Unobits for your industry
Unobits for legal and professional services
Clients, cases or engagements, documents, time and billing for law firms, consultancies and other advice-led businesses.
For law firms, consultancies and other advice-led businesses, Unobits starts with clients, cases or engagements, and time.
| In Unobits | Law firm | Consultancy / professional services |
|---|---|---|
| CRM | Clients | Clients |
| Projects | Cases | Engagements |
| Inventory | Documents | Service Catalog or Offerings, priced at a Rate |
| Bookings | Consultations experience | Consultations experience |
| In front | Timeline, CRM, Reports, Finance | Timeline, CRM, Reports, Finance, Bookings |
How a matter runs#
Open the client in CRM, run the matter as a Case or Engagement, record time against it, book consultations with intake questions and outcomes, and invoice from Finance. See Time tracking, Bookings for your kind of business and Invoices.