ADVO | APPROVED BY 55+ BAR ASSOCIATIONS WORLDWIDE.

ADVO™ | Best Legal Practice Management Software For Law Firms.

ADVO™ is a dedicated software for law firms designed to streamline and enhance various legal processes and operations within a legal practice. This software caters specifically to the needs of legal professionals, assisting them in managing case files, client information, documentation, and various legal tasks with efficiency and accuracy.

ADVO™ Legal practice management software by Pixie CRM, offers a myriad of benefits to legal professionals and law firms, streamlining their operations and enhancing overall efficiency. One key advantage is improved organization, as the software enables easy and centralized management of case-related information, documents, and client details. This results in a more systematic approach to case handling, reducing the likelihood of errors and ensuring that critical information is readily accessible. Additionally, Pixie CRM facilitates effective collaboration among legal team members by providing a shared platform for communication and document sharing. Time management is another notable benefit, with features like task tracking and calendar integration helping legal professionals stay on top of deadlines and appointments. Moreover, the software's robust security measures ensure the confidentiality and integrity of sensitive legal data. Overall, Pixie CRM's legal practice management software empowers legal practitioners to enhance productivity, deliver better client service, and navigate the complexities of legal processes with greater ease.

APPROVED BY 55+ BAR ASSOCIATIONS

Built-in Features of ADVO™

Case Management
Contact and Client Management
Cases Live Updates with Hearing
Dates
Task and Calendar Management
Billing, Invoicing & Time Tracking
Document Management
Communication Tracking
Lead Management
Integration with Email and Communication Platforms
Reporting and Analytics
Mobile Access
Security and Compliance
Customization and Integration
Collaboration Tools
Client Portal
Marketing and Business Development
Automated Workflows
AI-Based Automation & much more

ADVO™ Best free legal practice management software by pixie crm

Yes, completely free up to 5 clients with NO HIDDEN CHARGES*

What is ADVO™?

HOW DOES IT BENEFICIAL FOR LEGAL FIRMS, Legal Consultants, Solicitors or ADVOCATES?

Enhanced Client Management:
ADVO allows legal consultants to efficiently manage client information, including contact details, case history, communication logs, and notes. This organized data helps in providing personalized and attentive services, understanding client needs, and building stronger relationships with clients.

Improved Communication:
ADVO systems offer centralized communication platforms, enabling legal consultants to stay in touch with clients through emails, messages, or phone calls. Timely and effective communication fosters trust and ensures clients are updated about their cases and any developments.

Task and Deadline Management:
ADVO tools help legal consultants track tasks, deadlines, and appointments. This ensures no critical dates are missed, and clients' cases are handled efficiently, leading to higher client satisfaction and reduced chances of errors.

Document Management:
Legal matters involve extensive documentation. ADVO system can help organize and manage legal documents securely. Consultants can easily access and share relevant files with clients, co-workers, or external parties when needed, streamlining collaboration.

Client Analytics:
ADVO generates valuable insights into clients' behavior, preferences, and interactions. By analyzing this data, legal consultants can identify patterns and tailor their services to suit clients' specific needs, increasing client retention and referrals.

Marketing and Business Development:
ADVO systems can be integrated with marketing automation tools, allowing legal consultants to run targeted marketing campaigns and track their effectiveness. It helps in identifying potential leads, nurturing prospects, and converting them into clients.

Time and Resource Efficiency:
ADVO reduces the time spent on administrative tasks by automating various processes. This enables legal consultants to focus more on their core expertise and deliver better services to clients.

Referral Management:
For law firms, referrals are a significant source of new business. ADVO facilitates tracking referral sources and the success of referrals, encouraging stronger ties with referring clients and professionals.

Data Security and Compliance:
ADVO systems offer robust security features to protect sensitive client data and ensure compliance with data protection regulations. This instills confidence in clients about their information's safety.

Mobile Access:
ADVO platforms offer mobile apps, enabling legal consultants to access client information and manage cases on-the-go, enhancing responsiveness and client satisfaction. A well-implemented ADVO CRM system for law firms, legal consultants, solicitors & advocates empowers with tools and insights to provide top-notch services, build strong client relationships, streamline operations, and boost overall business efficiency and growth.

Admin Panel - Overview

Client's Panel - Overview

Quick Overview of ADVO™ | How Does It Work?

Built-in Features of Pixie CRM

55+ Third Party Apps Integration.

Secured E2EE (End-to-End Encrypted) Client & Admin Portal.

Powerful Invoicing Module (Fixed & Recurring) with Cron Jobs

Leads Management with AI-Based Module

Tasks Management

Fully AI-Based Automation

Time Tracking AI Module

Assets Management

Financial Management

Sales & Marketing Automation

Data & Records Management

Customized AI-Based Reporting Management

Digital Marketing with ROI

Estimates & Proposal Management

Staff & HR Management

Survey & Loyalty Management

Affiliate Management

Add-on Built-In Features of Pixie CRM

-Manage and invoice projects with the powerful Project Management
-Build professional, great-looking estimates and invoices.
-Powerful support system with the ability to auto-import tickets.
-Track time spent on tasks and bill your customers.
-Ability to assign multiple staff members on task and track timer per assigned staff.
-Add task followers even if the staff is not a project member.
The staff member will be able to track the task progress without accessing the project.
-Keep track of leads in one place and easily follow their progress.
-Ability to auto-import leads from email, add notes, and create proposals.
-Organize your leads in stages and change stages easily with drag and drop.
-Create good-looking proposals for leads or customers and increase sales.
-Records your company/project expenses and can bill your customers and auto convert to invoice.

-Know more about your customers with powerful Pixie CRM.
-Increase customer retention via built-in Surveys.
-Use the Goals Tracking feature to keep sales goals in mind.
-Create announcements for your staff members and customers.
-Use the Contracts feature to lock in current and future sales.
-Custom fields can store extra information for customers, leads, and more.
-Receive payments from PayPal and Stripe in different currencies.
-Tons of configurable options.
-Style the CRM to your company branding with the powerful theme styling feature.
-Separated media folder for non-admin staff members to work inside the CRM and organize their uploads and files.
-Great looking calendar for each staff member based on staff permissions.
Follow-ups, reports, notes, files, and many more features.