Home > Product Solutions > CRM4Legal > Features

CRM4Legal Features

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.

CRM4Legal features include:

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.