Make the Most of Your Investment in Office 365

June 15, 2018By jeff2B-LAW, Uncategorized No Comments

More and more companies, particularly law firms, are getting rid of their on-premise Exchange and SharePoint servers.  Instead, they are moving to cloud-hosted solutions such as Microsoft Office 365.  With Office 365, companies get all the latest functionality of Exchange, SharePoint, Skype for Business and Office (Word, Excel, Outlook) without having to deal with managing servers.  … Read More

“We wanted a firm-management solution that fit us. Not vice-versa.”

June 12, 2017By 2buser2B-LAW, Case Studies, Industries, Legal, Microsoft CRM No Comments

One firm’s path to 2B-LAW 365 There was a special sense of urgency behind Frier Levitt’s recent search for an updated & improved legal management software system. “We’d stored so much data in our previous platform, we were very close to crashing it,” explains co-founding partner Jonathan Levitt. At the same time, continues Project Manager … Read More

Client Management and Prospecting with Dynamics 365 and 2B-LAW 365

April 14, 2016By 2buser2B-LAW, Field Sales, Financial, Legal, Matter and Client Management, Microsoft CRM, Mobile CRM, Uncategorized, xRM No Comments

Clients and prospects want to feel important. They want to feel like you care and that you’re watching out for their best interest. Client management and prospecting just got easier with Microsoft Dynamics 365 and 2B-LAW 365.  2B-LAW 365 already has the details about your clients, their matters, and your potential clients, but now Microsoft is … Read More

3 Ways Law Firms Can Prioritize Potential Clients and Automate Follow Up

January 22, 2016By 2buser2B-LAW, Legal, Matter and Client Management, Microsoft CRM No Comments

New clients are the life blood for many law firms, so how do you make sure the best leads don’t fall through the cracks?  It’s absolutely necessary that firms centralize all inquiries, label the best ones, schedule follow up, and track referrals that don’t fit.  When law firms can prioritize potential clients and automate follow … Read More

One-Click Document Generation with 2B-LAW for Dynamics CRM

January 18, 2016By 2buser2B-LAW, Legal, Microsoft CRM No Comments

For attorneys and legal assistants, creating and generating client (custom) documents is a must.  2B-LAW 365 users can now generate customized documents from any record with just one click!  This includes Microsoft Excel and Microsoft Word.  No more “Find and Replace” or mess with clunky mail merge in Word!  Instantly create contracts, letters, invoices, motions and … Read More

Simplified Legal Case Management Using Dynamics 365 and 2B-LAW 365

February 25, 2015By 2buser2B-LAW, Legal, Microsoft CRM No Comments

How are you currently tracking case information? Spreadsheets? Sticky notes? Shared drives and folders? Do you need a more centralized and standardized system for your legal case management? We understand and have a solution that can alleviate the headaches that you are probably experiencing. 2B-LAW 365 is built on Microsoft Dynamics 365 – one of the … Read More