Bitrix24 for Legal and Accounting Firms in Kazakhstan
Case and deadline tracking, template-based contracts, a unified client file and retainer service — Bitrix24 for legal and accounting services.
What usually hurts in this industry
We see these problems at almost every company in the niche when we run an audit.
Missed deadlines
Filing dates, hearings, reporting deadlines — all kept in heads and calendars. A single missed deadline means a fine and damaged reputation.
Scattered cases
Case documents live in email, messengers and on desks. Handing a case to a colleague or recalling its status becomes a whole ordeal.
Retainers and hours slip through
Who is on which plan, how many hours were billed, who hasn't paid the retainer — tracking is manual and lossy.
Contracts assembled by hand
Every contract and power of attorney is typed from scratch — slow, with typos in details and amounts.
What we set up for the industry
Deadline and case control
Each case is a record with deadlines, hearings and tasks. A bot reminds you of deadlines in advance — nothing is missed.
Unified client file
All of a client's cases, documents and correspondence in one place. Any employee gets up to speed in a minute.
Template-based contracts
A contract, power of attorney or invoice — generated from a template with the client's data and details. A ready document in a minute, with no typos.
Retainer service
Plans, billed hours, statements and payments — all in the CRM. Retainer payment reminders and automatic monthly invoicing.
Questions: Legal and Accounting Services
Ready to implement for your industry?
A free audit — we will find what to implement first specifically for your niche.