CRM Maintenance Package - Simpson & Associates

CRM Maintenance Package

Membership Packages for Enhanced Legal Efficiency

Select the package that aligns with your vision and experience unparalleled support, training, and resources to elevate your legal journey.

1. The Precision Plan

1-month commitment with a 30-day grace period
Eight (8) document template revisions with custom fields monthly
Bi-annual CRM audit for meticulous refinement
Quarterly 1-hour training session via Zoom for you or your team

2. The Advancement Plan

All features of the Precision Plan
The 60-day notice period for a seamless transition
Qualification: Prior S&A’s CRM Design Services engagement
Unlimited custom field and document template revisions
Quarterly CRM performance assessment with optimization as needed
Three 1-hour training sessions via Zoom with Casita each quarter (OR
One 3-hour in-person training session (location-dependent) per quarter)
Two 1-hour consultation calls per quarter for audit enhancements

3. The Excellence Plan

All features of the Advancement Plan
Five-hour allocation for paralegal services

4. Custom CRM Maintenance Package

1 hr consult to discuss maintenance package included

Matter-Specific Training Services

We know how busy and time-consuming it can be to train your legal team. Whether in person at your office or virtually, we have you covered!