External data protection officers
«With Vertec, we have mapped the areas of CRM and project management processing in one system and thus noticeably minimized the susceptibility to errors.»
RA Helge Kauert LL.M., Managing Managing Director
Service type: As a highly specialized law firm, KINAST has been offering holistic solutions for all questions relating to data protection and related areas of law for many years. With its experienced team of attorneys, commercial lawyers and TÜV-certified data protection officers, they are active in Germany and abroad.
Headquarters: Cologne, Düsseldorf, Frankfurt, Munich, Vienna
Challenges
Benefits
Vertec Services & CRM incl. all apps,
Budget & Phases, Purchases, Resource Planning
The relationship of trust between clients and ordering parties is central to KINAST. For 15 years, the law firm has been highly specialized in the areas of data protection, data security and compliance.
The experts advise Sme in Germany and Austria as well as national and international corporations personally and continuously. With a strong focus on IT and the associated technical understanding, they offer tailor-made and holistic solutions. The values of trust and personal advice consulting are also central to Vertec. The key point is that the software is tailored to the individual processes. So it was obvious that after the 30-day test, Vertec made personal contact.
At KINAST, the implementation is the responsibility of the boss. The new CRM and ERP software should combine the tasks of the previous CRM and the tool for project management.
«With vertec, we have mapped the areas of crm and project management processing in one system and thus noticeably minimized the susceptibility to errors»
Of course, the ability to act on a mandate had to be guaranteed. Different legal units should be able to act on a case. An important parameterisation for KINAST was carried out in the invoicing process. At the beginning of the month, flat-rate payments for a fixed number of quantities should be invoiced at customer level in advance. If more hours were worked at the end of the month, this should be shown and it should be charged to charge additionally on an hourly basis.
User rights were also required, which can be distributed according to the case. Far controlling, such as a forecast list and a plan vs actual comparison, were also implemented. Parameterization of Vertec at KINAST has not yet been completed and will be implemented in ongoing operations. Various quotation templates, simple entering and billing of travel expenses, and approval processes via Phone App are on the agenda. Vertec is already relieving the workload of KINAST’s more than 40 attorneys, business lawyers and TÜV-certified data protection officers.
«Ongoing customizing takes place in close coordination with the experienced project leaders at vertec, and our customer requirements are implemented in the best possible way.»