Microsoft CRM for the legal sector
Developed by Client Profiles, Supplied and Implemented by i-BusSol
Introducing CRM4Legal
Maintain client and contact information, discover important relationship links, and manage business development opportunities
CRM4Legal is a complete client relationship management solution for law firms that provides everything your firm needs to create and maintain a clear picture of your clients and contacts. With modules for business development, marketing, and matter management, CRM4Legal delivers a fast, flexible, and affordable solution that enables closer relationships with clients, drives business process improvement, and helps your firm achieve new levels of profitability.
CRM4Legal is designed to be a natural extension of Microsoft Office and Outlook, providing a familiar and intuitive work environment that fosters user adoption and productivity. Built on the scalable and security-enhanced Microsoft Dynamics CRM system and other Microsoft standard tools and technology, CRM4Legal allows you to take advantage of your existing IT investments and expertise, and helps ensure that your firm will benefit from the latest in business software innovation.
Because it is developed by Client Profiles, the most experienced law technology company, it looks, feels and performs like it was built for the legal professional.
A relationship-building tool the firm will want to use
Relationship Management software can't help you if no one in the firm is using it. That is why CRM4Legal is built directly into Microsoft Office and Outlook, the applications attorneys and firm staff use to build and nurture relationships with clients and contacts. A user-friendly application rich with features, CRM4Legal will make it easier for everyone in the firm to maintain client and contact information, discover important relationship links, and manage business development opportunities.
- Because CRM4Legal is built directly into Outlook, one click gives you access to a 360 degree perspective of activities, history, and relationships.
- Click the "View in CRM" option from your Outlook email, contact card, or calendar event and gain a firm-wide perspective of your contacts' participation in marketing lists, events, and matters.
- Use the Relationship Visualizer to reveal valuable relationships between you, the firm, and other firm contacts. Connect hidden relationships between matters, people, and companies by letting Relationship Vizualizer intelligently and passively discover the links that will help you connect to the people with whom you want to do business.
CRM4Legal - A Solution for Everyone in the Firm
Lawyers and firm staff enjoy CRM4Legal because it is the fastest and easiest way to add CRM capabilities to any firm that uses Microsoft Office system applications, including Microsoft Outlook. Because it was designed to partner with Outlook, CRM4Legal delivers lower training costs, broader user adoption, less application-switching, higher productivity, and a fast return on investment.
CRM4Legal gives attorneys and firm staff direct access to client and contact information through Outlook, enabling access to the information they need whether in the office or on the road. CRM4Legal offers:
- Tight integration with the Microsoft Office system and Outlook, allowing everyone in the firm to easily pull information from CRM4Legal into Office system applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word.
- Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.
- Customized workspaces that allow users to create, save, and reuse favorite views of client and contact data without the distraction of unneeded information.
- Powerful reporting and analysis tools that make it easy to identify business opportunities at a glance.
- Great mobile support that helps enable instant access to client and contact data from the most popular portable devices including mobile phones with Web browsers, and laptops.
Flexible reporting that enables you to easily see how your business is doing, CRM data can be transferred into Microsoft Office Excel for analysis or into Microsoft Office SharePoint Portal Server for updating executive dashboards or collaborating on client-related documents.
Marketing professionals use CRM4Legal because it adapts easily to their existing business and marketing workflow and processes. This makes it easy to tailor CRM4Legal to suit your needs and fit your marketing, event management, and business development efforts. CRM4Legal features several workflow innovations in marketing event and list management that speed use, including automatic task assignment and event response automation. CRM4Legal also includes capabilities such as:
- A new marketing automation module that makes it easy to build client, contact, or lead lists, create targeted marketing events, track the progress of those events and follow up on events.
- Quick Campaign wizard allows marketers to send out e-mail blasts to targeted lists and track responses.
- Easy customization of CRM4Legal to your business workflow by adding custom objects and activities, designing custom views for different users, and building business logic into CRM. This enables CRM4Legal to automate repetitive tasks, tells users next steps, sends e-mail messages, and raises alerts for open items-so nothing falls through the cracks, giving your clients, contacts, and the firm a better experience.
- Flexible reporting that enables marketing staff to easily see how your marketing events are performing-CRM data can be transferred into Microsoft Office Excel for analysis or into Microsoft Office SharePoint Portal Server for updating executive dashboards or collaborating on client-related documents.
IT Staff support CRM4Legal because it's based on proven, industry-standard Microsoft technology that's easy to learn and work with. You'll enjoy a rapid, low-cost deployment; low support costs; and easy scalability as your firm grows. IT-friendly features include:
- Easy to modify forms, data fields, and information relationships so that users can get the customized information they need.
- Streamlined installation with diagnostic tools that reduce setup time and help ensure a successful deployment of CP Dynamics.
- Step-by-step Microsoft Exchange Connector Deployment Wizard that simplifies CP Dynamics integration with Microsoft Exchange and Office Outlook.
- Simple and fast connectivity to external data sources that gives users access to relevant information.
- Advanced management and notification tools that are centralized and give the IT staff the right information to manage a CRM system.
Features of CRM4Legal
Works the way you do
CRM4Legal integrates directly into Outlook and other Microsoft applications, including Microsoft Office Word, Excel, PowerPoint and SharePoint. The result: everyone in your firm will quickly begin using CRM4Legal tools to develop new business and marketing processes.
- Manage and develop client relationships more easily by handling client management tasks-including sending and managing e-mail, storing business contacts and managing your appointment calendar-without leaving Outlook.
- Access client information anywhere through enhanced data synchronization and mobility features that will enable your firm to access the information they need- at the firm, the courtroom, or anywhere in-between.
- Improve productivity through automation using built-in intelligence that simplifies and automates everyday tasks and business processes.
- Create personalized experiences through workplace profiles and customized views that provide legal professionals with instant access to the information and activities they use most.
Meets your firm's ongoing needs
CRM4Legal is a flexible solution developed for your law firm's current needs while providing a flexible, scalable platform that will grow along with your firm.
- Meet your law firm's business requirements by tailoring CRM4Legal to match your specific practice's situation.
- Intuitive, Web-based design tools make it easy to modify application screens, data fields and practice-specific forms.
- Streamline business processes through automation that lets your firm transform repetitive tasks into powerful, automated business workflow.
- Integrate applications and information from time & billing or case management sources to create seamless links across systems and platforms within your firm, all available from one central location.
- Measure the success of your firm's business processes with powerful tracking and analytic tools that help you monitor business development while enabling swifter and more precise decisions.
- Accurately forecast future revenues and manage prospective opportunities to remain competitive and on top of your pipeline of business.
Works with the technology you use
CRM4Legal was developed to enable law firms to fully integrate technologies and data from multiple sources, regardless of where it is created or stored.
From more reliable installations and upgrades, to more streamlined deployment and management and enhanced security, CRM4Legal provides capabilities that will minimize administrative and operational costs and improve user productivity. Designed to provide a highly extensible platform, CRM4Legal can be easily customized to help meet the specific processes of your firm, without expensive services and customization costs.
- Protect the security of client information with a security-enhanced platform designed to help keep your firm's business data safe, secure and confidential.
- Rapidly search across large volumes of client information with optimized data views and queries.
- Monitor the health of your CRM environment with centralized management, duplicate detection and notification tools.
Get the whole picture
CRM4Legal connects matters, people, and companies while displaying all related data directly from Outlook. By consolidating data stored across multiple law firm systems (like time and billing and other financial systems), CRM4Legal offers a 360 degree view of all information, activities and relationships related to prospects and clients.
- Access information stored in multiple systems and consolidate it in one centralized repository of data, activities, documents and matters.
- Leverage the collective experience of your firm to identify internal skills and experience found in matters.
- Arrive prepared for important client meetings by accessing relevant history for each client from all parts of the firm.
- Unify customer e-mail and responses by automatically capturing discussion threads as part of each client's history record.
Marketing: A clearer view
In today's information-driven economy, most law firms are awash in client data. Success requires the ability to transform that information into clear, actionable knowledge and respond more quickly to changing client needs and preferences.
With CRM4Legal, your business development and marketing efforts can become more collaborative.
- Create a single view of each person or company based on every piece of information your firm collects, all stored in a single location that is accessible across your firm.
- Focus your marketing efforts using intelligent marketing management tools integrated with Outlook to manage events more effectively.
- Create and easily manage marketing lists and make them available to attorneys directly from Outlook, making it easy for them to contribute and view participants.
- Understand what your clients are telling you with reporting and analysis tools built on SQL Server Reporting Services that provide the precise knowledge your law firm needs to respond quickly to client demands and changes in your practice.
Manage your opportunities
CRM4Legal provides easy-to-use features to improve the way you do business, target new clients and drive business development activities.
- Use CRM4Legal to build customizable Client Plans that outline strategies and steps to increase your book of business with specific prospects and clients.
- Spend time with the right leads and prospects. Establish consistent follow-up processes and automate activities with powerful system workflow.
- Comprehensive reports let you forecast potential revenue, measure business activity and performance, track business development success and identify trends, problems and opportunities.
Avoid costly data conflicts
Duplicate Detection is more than a way to eliminate inconvenience and data duplication. To a law firm, the ability to detect if a client is already in their database could prevent costly conflicts of interest. Duplicate detection features in CRM4Legal intelligently and passively determine if duplicate entries exist.
For more information, please contact us.
