Multi-team legal firm commercial administration
Coordinate business inquiries across a legal firm’s teams. Define who reviews scope, who responds and how the service engagement is documented.
How Makinari helps Multi-team legal firm commercial administration
A legal firm with multiple teams needs to assign each business inquiry to the owner reviewing the potential engagement. CRM records the account, administrative service category and authorized contacts; Channels retains commercial communications and Support assigns administrative inquiries. CMS helps draft a service proposal subject to the responsible lawyer's review.
Revenue Operations connects the service sale and reviewed commercial documents to the client. The firm performs conflict checks, engagement assessment and legal decisions through its own processes. This workflow is not a case management system, does not calculate procedural deadlines and does not provide legal advice. Configure role-based permissions and avoid moving privileged or sensitive documents into commercial conversations or reports.
Key Workflows
- Record the corporate inquiry with minimum administrative details and assign a review owner using tested rules.
- Prepare a service proposal draft and obtain legal and commercial review before communicating terms.
- Link the accepted sale and reviewed commercial documents to the account; assign administrative inquiries to the appropriate team.
Potential operational benefits
More visible commercial owners and agreements across teams, keeping case files, legal decisions and professional controls outside the commercial workflow.
Results depend on your process, data quality and configuration.
Recommended modules
CRM
Contacts, accounts and opportunities with a shared history.
Channels
WhatsApp and email conversations in a shared inbox.
CMS
AI-assisted content creation, review and publishing.
Support
Support tickets and customer service with commercial context.
Revenue Operations
Orders, reservations, inventory, invoices and financial records.
Reports for your business
Based on the data you record and connect; these are operational reports, not industry benchmarks.
Leads Task Distribution
Review sales tasks by owner to distribute inquiries across teams, without evaluating litigation caseloads.
Leads Contacted vs Active
Check corporate accounts with recorded contact to decide which administrative inquiries need a response.
Monthly Sales & Cost Evolution
Compare service sales and recorded costs to review the firm’s commercial administration, without replacing trust accounting.
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