Introducing CRM4Legal, developed by Client Profiles

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.