The CRM4Legal eService Accelerator allows selected clients (referred to as “web portal” clients) to access, modify, and create specific records typically only accessible in the CRM system.
This CRM4Legal capability allows clients to manage (within constraints) their own contact records, publication subscribes, event registrations and so on – therefore reducing firm workload (and ultimately costs). CRM4Legal can also be used to support clients in answering questions online without the need to involve a firm staff member.
The CRM4Legal platform supports the idea that some clients prefer self-service rather than phone-based services. When this is the case, overall client satisfaction and loyalty can be improved by introducing what the clients want most: high quality, user-friendly, efficient and effective legal service solutions.
Reduce Data Entry and Maintenance
Client registration as a web portal user is easy. Just tick a box on the Contact record and CRM4Legal will send the registration email. This email will contain a dynamic link to the registration page where the web portal client user can create a username and password for portal site access.
Providing clients with “self service” access to their records reduces the data entry and maintenance required by PAs and practice group admins and hopefully results in better quality data as well.
“Web Portal” Client
A web portal client is able to update any of their profile information directly from the portal site. Their profile information includes:
Contact Profile – represents the logged in user, and will contain information specific to them. Typically this will include their name, email, address information, etc.
Account (or Organization) Profile - represents the company the contact is associated to. Typically this will include the name of the Company, the general contact information for the company and so on (access to the Account record is not available to all web portal clients.).
The Knowledge Base is a repository of the firms information. This information is stored as articles, and is organized by subject. It can contain many different types of articles, such as:
- Frequently Asked Questions (FAQs)
- Common questions and their solutions
- Precedents
- Useful articles
- Other publications
Web portal clients are able to search and view the Knowledge Base directly from the portal site. Knowledge Base searches can return exact matches as well as possible matches. Search criteria entered search for knowledge base articles based on a full-text search, keyword search and title search.
CRM4Legal eService Accelerator
Like all CRM4Legal Accelerators, the eService Accelerator is customizable with all source code provided and without the cost of additional license fees. Each deployment will vary based on the firms unique requirements.
The eService accelerator for CRM4Legal is composed of an ASP.NET Membership, ASP.NET User Controls, and some CRM4Legal customizations.
ASP.NET Membership allows you to easily add a way to validate user credentials and handle authentication in your ASP.NET application. Using ASP.NET Membership gives you the following built-in functionality:
- Creating users
- Storing information about users
- Authenticating users
- Managing passwords
The eService accelerator comes with a number of ASP.NET User Controls to easily add CRM4Legal client self service functionality to the firms existing web site.
Included in the eService Accelerator are customizations that will show up in CRM4Legal once the add-on is installed.
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