A Solution for Everyone in the Firm
Attorneys 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.
A new marketing automation module Quick
Campaign wizard Easy
customization Flexible
reporting
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IT
staff support CRM4Legal because
it's based on proven, industry-standard Microsoft technology
that's easy to learn and work with.
Easy to modify forms, data fields,
and information relationships Fast
data searches Easy
to use step-by-step Microsoft Exchange Connector Deployment Wizard Simple
and fast connectivity
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