CRM4Legal is a fully integrated Client Relationship Management (CRM) system designed for law firms and legal departments, powered by Microsoft Dynamics CRM. CRM4Legal gives you the capability to easily create and maintain a clear view of clients from first contact through marketing, matter management and ongoing client care. With tools to enhance your firms’ marketing, business development, and client care processes—along with native Microsoft Office Outlook integration—CRM4Legal delivers a fast, flexible, and affordable solution.
CRM4Legal helps you drive consistent and measurable improvement in everyday business processes.
Marketing: A clearer view of clients and more informed marketing investments
Segment client lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With CRM4Legal, your marketing professionals can leverage tools for:
> Client segmentation
> Subscription and event planning and execution
> Data extraction and cleansing
> Analytics and reporting
> Marketing/business development collaboration tools
> Information sharing portals
Business development: Generate more leads and close more business
Access a complete view of client data online or offline, and leverage tools that enable your business developers to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. CRM4Legal provides:
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Lead, opportunity and bid management
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Account and contact management
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Territory management
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Forecasting and business development analytics
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Offline and mobile device access
Client care: Provide more value to clients
Respond faster to client service issues and empower your service staff to anticipate, address and deliver consistent, efficient client care that contributes to long-term firm, department and practice group profitability. CRM4Legal provides functionality for:
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Account and contact management
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Matter management
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Contract management
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Knowledge-base management
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Service scheduling
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Workflow across teams and groups
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Service reporting and analytics
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