To proactively anticipate the needs of their clients, attorneys must keep all key information well-organized and easily accessible. They must prevent an unexpected end to the relationship by understanding the dynamics of relationships between their firm and their key accounts. To keep track of so much data, a legal team must have a strong database in place.
Prophet enables attorneys to ensure consistent, timely outreach to their clients. Prophet provides a relational database with customizable data fields to track any specific data point. Unless otherwise specified, contact, company, and opportunity records are shared across the whole company. Track all past interactions, shared documents, or deal stage notes along with records. Prophet’s open API structure allows it to be integrated with website forms, system software, accounting software, ERP systems, and any cloud-based apps, allowing information logged into other software to be shared with the whole team in one place.