The first CRM designed for legal teams
Legal teams
Manage the contract lifecycles, take actions on them, and set up expiration alerts.
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KYC Analyst and Compliance
Build your Know Your Customer processes adding real-time adaptations based on the detected risk level. Use alerts to schedule KYC refresh.
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How Profiles could help you
Request
Collect client documentation through smart forms that reduce your team's workload.
Organize
Easily classify data and documents, linking them to your profiles. Manage your legal CRM without headaches.
Schedule
Create alerts to notify you about data expirations, such as contract endings. You can choose to receive these alerts beforehand or afterward.
Take action
After the expiration alert, you will have the option to create a new smart form to request new information from your client, such as a signature for contract renewal, for example.
Compliance
Comply with GDPR regulations by setting a retention period for each sensitive data.
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Solutions for Your Legal Data
Manage precise and usable legal data
Smart forms
Improve the data quality in your database by creating smart forms that provide an excellent experience to your clients.
Alerts
Set up alerts for data and document expirations. Choose to be notified in advance or after the expiry, as per your preference.
Integrations
Seamlessly integrate a vast array of tools to craft automations and streamline data flows.
Designed for collaboration
Subscribe to the profiles that interest you and receive notifications about new changes made by your team.
Analyze your business activity with the stats of our performance reports.
Limit your team's visibility to certain sensitive data and customize permissions for each member.
Customize the CRM to fit your needs
Define CRM objects with different profile types
Individuals
Legal entities
Contracts
Other profiles
Data Retention Compliance
Companies are increasingly investing in data auditing to assess GDPR compliance status. We have solved this issue with Profiles.
Set specific data retention periods based on stored data types. Data will be anonymized after the assigned time.
Profiles has been born from listening to legal professionals
Book a Parallel Profiles Demo
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