Powered by Microsoft, and through the use of proprietary technologies, Curo365 provides what many would consider to be the most robust set of tools available to law firms to make their practices more efficient and profitable and to enhance their business operations. The following is a description of the primary features and technologies available to Curo365 users.
It's difficult juggling managing a law firm while practicing law and maintaining customer relationships. Here's how Curo365 allows you to manage your firm quickly and effortlessly.
Reach Your Goals
The Dynamics platform offers visibility into goals and performance related to your law firm and team members and is immensely flexible and customizable so that you can operate your firm how you think is best. Curo365's dashboards and reports help you make better decisions for your firm. Now, you can access all of your firm's data within seconds. With Curo365, you'll gain a bird's-eye view into attorney performance, revenue, and client performance, as well as a host of other data points. And, if you want to drill down into the data, you can easily do so.
Run A Well-oiled Organization
With Curo365 you can create scalable and automated workflows around your law firm's most critical processes (law or business-related). Curo365 can assist a law firm with ensuring that its attorneys and staff know what is expected of them on a daily or annual basis, identify challenges and roadblocks before they become problems, and create situations where the legal team is happy. On top of that, the clients are promptly paying invoices.
Curo365 provides law firms with the flexibility to work remotely without sacrificing security or productivity in the process. Security is key to any business, but especially to law firms that hold and distribute highly sensitive information daily, and no one handles security better than Microsoft. You'll have peace of mind knowing that your team can work from wherever they are, and best-in-class security protocols and technologies will protect the work they do.
Improve Risk Management
Curo365 recognizes that performing meaningful and fully compliant conflict checks and creating viable ethical screens within a law firm is becoming more and more challenging, especially for large law firms. Curo365 offers robust search capabilities to ensure that a conflict check returns all potentially concerning information. In conjunction with Microsoft's other tools, a law firm can create ethical screens that effectively limit access to designated information to specific individuals within a firm, so there is little to no risk of attorneys violating their ethical obligations.
Improve relationships with a customer 360-degree view, monitor customer depth, and increase business through cross-marketing.
Come Together With Curo365
Bring your clients and law firm together with next-generation technology. Get started today to learn more about Curo365 and how Microsoft Teams and Outlook utilization are changing the game for many law firms.
What Our Clients Are Saying
I switched after 15 years with Time Matters.
I switched to Curo in April 2019 after 15 years with Time Matters. I now have robust support, effective management information and customizable software, none of which I had before.
David Rotfleisch - Tax Page
I would not hesitate to recommend Curo365
Before choosing Curo365 for my law firm, I thoroughly researched every viable competitor. As Managing Partner, I had my wish-list for a platform, but after substantial research, I was left disappointed and discouraged as I did not think there was a product in the market that would satisfy all of my firm's needs. Some of those needs included (1) a modern, scalable system that would not be quickly outdated by new technologies, (2) an integrated accounting platform, (3) the ability to see and evaluate all of our firm's data individually and collectively, and (4) integration with email and chat. Ultimately, I found Curo365, which checked all these boxes, and more. Built on Dynamics 365 and backed by Microsoft's rapid release of new features, along with the Curo team's release of their own law firm specific features, there was zero risk of the platform becoming outdated. With clean integrations to Microsoft's other products, it met all of our firm's desires for one comprehensive connected platform. These products include Business Central, an enterprise grade accounting platform; Outlook for email, including the ability to track emails to Dynamics by client-matter; Teams for chat, allowing us to coordinate internal firm communications by client matter; and PowerBi for powerful reporting (although we also utilize basic, day-to-day, reporting through Dynamics). The most powerful feature of the platform, and what sets it mostly apart from its competitors, is its ability to be customized to meet any law firm's unique needs. Since joining, I have engaged Curo's team of skilled engineers to add specific functionalities and features to the platform to allow my firm to operate at peak efficiency. These firm efficiencies have allowed me to spend more time focusing on firm growth, and it is no coincidence that our firm has grown by around 25% since joining the platform. I would not hesitate to recommend Curo365 to any law firm that is forward-thinking and believes that technology, along with a skilled technology partner, is necessary for the most efficient and successful operation of a law firm.
Shawn S. Kerendian, Esq.