CRM Maintenance Package - Simpson & Associates

CRM Maintenance Package

Membership Packages for Enhanced Legal Efficiency

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!

S&A CRM Maintenance Pricing Table

1 Hr. Zoom Session

Quarterly 1 hour training session via Zoom for you or your team
3 Hrs. Maintenance

Three maintenance hours per quarter

Quarterly Assessment

Quarterly CRM Performance Assessment
Three 1 Hr. Session

Three 1-hour training sessions via Zoom for you or your team each quarter (OR One 3-hour in-person training session (location-dependent) per quarter)
9 Maintenance Hrs/Quarter

Nine maintenance hours per quarter

The CRM Systems Audit must be purchased if you did not previously purchase a S&A CRM Design Package

Quarterly Assessment

Quarterly CRM Performance Assessment
Three 1 Hr. Session

Three 1-hour training sessions via Zoom for you or your team each quarter (OR One 3-hour in-person training session (location-dependent) per quarter)
6 Maintenance Hrs/Quarter

Six maintenance hours per quarter

Monthly pricing offered is subject to a 3-month commitment upon signing.