The Perfect Platform for Legal and Other Professional Services Organizations

The quality of the relationships businesses develop with clients and contacts is the key to its sustainability and growth. The most successful and some of the largest businesses all over the world subscribe to this theory. Many of these companies trust Salesforce.com to deliver the world’s leading CRM software as a service(SaaS) systems. Advologix.com has uniquely positioned itself, with Salesforce.com, to deliver the value of the world’s leading CRM combined with its knowledge and experience to deliver law firm focused, complete practice management systems.

AdvologixPM brings together all your tacit data from all sources, turning that data into knowledge, wisdom and experience about clients and contacts, and makes that knowledge available to lawyers, marketers, administrators and other authorized users, even clients. Each activity is in reality an opening to enhance your relationship with your client, whether this be through new services, customer service, or simply to reach out and create a touch point with your client.  With the simplest or most complex data sharing and security needs throughout the firm, AdvologixPM provides the security tools right down to the most granular security requirement.

AdvologixPM provides your firm with the ability to through easy to use, innovative and leading-edge features:

• Giving  360 degree view of your relationships, clients and prospects IN CONTEXT with all activity with them. From communication, to work product to time, billing, expenses and profitability.


• Flexible tools to  integrate with your other business applications. These can be anything from contact managers, accounting systems, Microsoft Exchange and other emailing systems, fax, virtually any of today’s leading applications enabled for doing business today.


• Utilize an enormous marketplace with 1000s of the latest and most innovative communication, integration, business and time saving applications, built specifically to work with AdvologixPM, with most installed, ready to go, and working in minutes.


• Gives complete data change auditing, integrated and elaborate work flow management, as well as security controls that are designed to make your revenue, business development and marketing efficient, proven and accurate, period over period.


• Identifies networks between employees, contacts, companies and matters so that you can discover and profit from this knowledge through analytics.


• Gain deep analytical understanding using our Dashboards and Reports into all relationship and financial activity with clients, or from an overall firm “state of health” perspective.


• Verify and keep your contact relationships up to date with the click of a button and an automated email process. Develop graphical timelines and analysis of your contact relationships or matter based activity


• Keep track of all employee and external resource activity, scheduling and work product, time and billing, onsite or off premises, accessed from desk computer to laptop, to Blackberry, to iPhone, to Windows, to Mac and more.


• Keep all emails and email conversations, stored centrally, in context with all your contacts, clients and relationships, automatically.


• Matter management, tracked by client, allows an effective means to keep more of your client matter activity and work product within the centralized system for better relationship and customer service management.


• Leads and Opportunities - manage prospective business transactions and clients by giving firms the ability to accurately forecast revenues and manage prospective engagements and deals as they flow through the development pipeline. Captured from the first inquiry or contact and all stages through to the  close of a deal.


• Extreme Intelligence Tools – Take visibility and analysis to a new level with integrated development capabilities to leverage data intelligence from thousands of sources.  From D&B, Hoovers and other corporate information data to legal research and procedural data to specialized intelligence data systems, internal or external.


• Extreme Business Process Customization Tools – Do business as you want to do business. Keep your culture within your system. Full featured development tools allow you to easily and quickly create value added applications, fields, forms, reports, work flow, approval processes and more. All built within your existing system to gain even more value and return on investment in your central information repository.


• Salesforce.com, our technology partner has developed the world’s most secure, reliable, scalable and trustworthy SaaS platform in the world, processing millions of transactions per day. This is where YOUR information sits, accessible anywhere, anytime by you and you only, utilizing the simplest to the most robust and secure data access and encryption protection used today.

AdvologixPM is a COMPLETE Client Relationship Management Solution from Advologix.com and Salesforce.com that empowers firms to enhance their agility, client service and profitability. We provide lawyers, marketers, and business development professionals the resources they need to effectively market and grow their practice.