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Aderant CRM4LEGAL




CRM4LEGAL
A MARKETING, BUSINESS DEVELOPMENT, AND CLIENT CARE SYSTEM
TO HELP GROW YOUR BUSINESS AND DRIVE PROFITS                                          Benefits

More than ever, legal professionals are expected to engage not only in the            •	   A single interface – all tools are available
practice of law, but also the business of law, and the efforts that help them win          within one application
and retain clients.                                                                   •	   Built on the latest Microsoft technology

CRM4Legal for Microsoft Dynamics CRM provides your firm with the
                                                                                      •	   Attorneys need only to access Microsoft
marketing, business development, and client care tools necessary to grow your              Outlook to have access to CRM4Legal
business and drive profits while improving client satisfaction.                       •	   Business intelligence dashboards and
                                                                                           dynamic reporting to show various metrics
CRM4Legal, powered by Microsoft Dynamics CRM and developed by Aderant,
                                                                                      •	   CRM4Legal allows for unlimited
is a complete marketing, business development, and client care solution for
law firms. It provides all of the tools and capabilities needed to create and              customization including forms and
easily maintain a clear picture of client relationships, from first contact through        nomenclature
business development activities and long-term relationship-building efforts.
With modules for marketing communications, sponsorships and events,
opportunity tracking, referral, experience, and matter tracking, CRM4Legal
delivers a fast, affordable solution that drives measurable improvements in
every business process. It enables closer relationships with clients and helps
your firm achieve new levels of success and profitability.
Aderant CRM4LEGAL
MARKETING, BUSINESS DEVELOPMENT, AND CLIENT CARE SYSTEM

                                                                         Business Development
   Features
                                                                         For Business Development managers, practice managers, lawyers,
   •	   Complete contact and company management                          and partners, CRM4Legal provides insight into the deal pipeline -
        from within Outlook                                              including the ability to track new business opportunities, referrals,
   •	   Track emails, appointment, and tasks in                          experience data, and other important business development
        CRM4Legal with contact and other CRM                             information. This data is available at an individual, practice group,
                                                                         or firm level so that performance can be measured throughout the
        records
                                                                         organization.
   •	   Powerful data quality management tools to
        help manage duplicates, edits and private data                   CRM4Legal provides tools for helping law firms manage all of the
   •	   Intelligent mailing list and campaign                            data they need to win new work, improve relationships with existing
        management                                                       clients, and analyze their current pipeline and referral sources. These
   •	   Manage matters, referrals, and experience                        include integration with Microsoft Outlook, e-mail, activity tracking,
        records in the same way you manage your                          and reminder and task management features.
        clients and contacts
                                                                         Data Integration
   •	   Tools to navigate the interconnected
        relationships between clients, contacts, and                     The CRM4Legal team has developed an external data integration
        professionals                                                    module (“Data Pump”) designed to integrate with other core
   •	   Powerful and easy to use dashboards, data                        applications such as Time & Billing, Case Management, Conflict of
        visualization, and reporting                                     Interest, HR, and external third-party data sources with warehouse
   •	   Data integration tools available to connect                      data elements critical to targeting the CRM contact database for
        multiple data sources to CRM data                                marketing and prospecting business development efforts. The
                                                                         development of this tool focused on integrating data elements
                                                                         directly into the CRM4Legal application to facilitate information
CRM4Legal provides everyone in your firm a complete view of your         retrieval. Aggregating data is the key element that is delivered by the
relationship networks, prospects, and clients directly from Outlook,     Data Pump.
providing a familiar and intuitive work environment that encourages
user adoption and productivity. And, because it is developed by          Web and Mobile Access
Aderant, it looks, feels, and performs like it was built for the legal
                                                                         CRM4Legal’s Mobile Access enables law firms to increase the
professional.
                                                                         productivity of their mobile users by allowing them to use CRM4Legal
CRM4Legal for Microsoft Dynamics CRM is a complete client                anywhere instantly - at home, on the road, or in the court room. You
relationship management solution that works the way your law firm        can perform the same client management, business development,
already does. It is built directly into Microsoft Office and Outlook,    and service activities in the CRM4Legal Web client - including
providing a familiar and intuitive work environment that fosters user    working with clients, matters, and marketing activities.
adoption and productivity. Everyone in your firm will begin using the
CRM4Legal tool to develop new business and marketing processes.

The result: Your firm will change the way it thinks about CRM,
without having to change the way it already works.



Learn More
Contact us today to see a demonstration of the powerful
capabilities in Aderant CRM4Legal that can help you better
manage, grow, and protect your firm.
                                                                               © 2012 Aderant Holdings, Inc. Aderant Expert is a registered trademark of Aderant Holdings, Inc.
                                                                               All other brands and products are property of their respective owners. Rev. 102012
                                                                               www.aderant.com | info@aderant.com | +1 888 604 2366

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Aderant CRM4Legal - A Marketing, Business Development, and Client Care System

  • 1. Aderant CRM4LEGAL CRM4LEGAL A MARKETING, BUSINESS DEVELOPMENT, AND CLIENT CARE SYSTEM TO HELP GROW YOUR BUSINESS AND DRIVE PROFITS Benefits More than ever, legal professionals are expected to engage not only in the • A single interface – all tools are available practice of law, but also the business of law, and the efforts that help them win within one application and retain clients. • Built on the latest Microsoft technology CRM4Legal for Microsoft Dynamics CRM provides your firm with the • Attorneys need only to access Microsoft marketing, business development, and client care tools necessary to grow your Outlook to have access to CRM4Legal business and drive profits while improving client satisfaction. • Business intelligence dashboards and dynamic reporting to show various metrics CRM4Legal, powered by Microsoft Dynamics CRM and developed by Aderant, • CRM4Legal allows for unlimited is a complete marketing, business development, and client care solution for law firms. It provides all of the tools and capabilities needed to create and customization including forms and easily maintain a clear picture of client relationships, from first contact through nomenclature business development activities and long-term relationship-building efforts. With modules for marketing communications, sponsorships and events, opportunity tracking, referral, experience, and matter tracking, CRM4Legal delivers a fast, affordable solution that drives measurable improvements in every business process. It enables closer relationships with clients and helps your firm achieve new levels of success and profitability.
  • 2. Aderant CRM4LEGAL MARKETING, BUSINESS DEVELOPMENT, AND CLIENT CARE SYSTEM Business Development Features For Business Development managers, practice managers, lawyers, • Complete contact and company management and partners, CRM4Legal provides insight into the deal pipeline - from within Outlook including the ability to track new business opportunities, referrals, • Track emails, appointment, and tasks in experience data, and other important business development CRM4Legal with contact and other CRM information. This data is available at an individual, practice group, or firm level so that performance can be measured throughout the records organization. • Powerful data quality management tools to help manage duplicates, edits and private data CRM4Legal provides tools for helping law firms manage all of the • Intelligent mailing list and campaign data they need to win new work, improve relationships with existing management clients, and analyze their current pipeline and referral sources. These • Manage matters, referrals, and experience include integration with Microsoft Outlook, e-mail, activity tracking, records in the same way you manage your and reminder and task management features. clients and contacts Data Integration • Tools to navigate the interconnected relationships between clients, contacts, and The CRM4Legal team has developed an external data integration professionals module (“Data Pump”) designed to integrate with other core • Powerful and easy to use dashboards, data applications such as Time & Billing, Case Management, Conflict of visualization, and reporting Interest, HR, and external third-party data sources with warehouse • Data integration tools available to connect data elements critical to targeting the CRM contact database for multiple data sources to CRM data marketing and prospecting business development efforts. The development of this tool focused on integrating data elements directly into the CRM4Legal application to facilitate information CRM4Legal provides everyone in your firm a complete view of your retrieval. Aggregating data is the key element that is delivered by the relationship networks, prospects, and clients directly from Outlook, Data Pump. providing a familiar and intuitive work environment that encourages user adoption and productivity. And, because it is developed by Web and Mobile Access Aderant, it looks, feels, and performs like it was built for the legal CRM4Legal’s Mobile Access enables law firms to increase the professional. productivity of their mobile users by allowing them to use CRM4Legal CRM4Legal for Microsoft Dynamics CRM is a complete client anywhere instantly - at home, on the road, or in the court room. You relationship management solution that works the way your law firm can perform the same client management, business development, already does. It is built directly into Microsoft Office and Outlook, and service activities in the CRM4Legal Web client - including providing a familiar and intuitive work environment that fosters user working with clients, matters, and marketing activities. adoption and productivity. Everyone in your firm will begin using the CRM4Legal tool to develop new business and marketing processes. The result: Your firm will change the way it thinks about CRM, without having to change the way it already works. Learn More Contact us today to see a demonstration of the powerful capabilities in Aderant CRM4Legal that can help you better manage, grow, and protect your firm. © 2012 Aderant Holdings, Inc. Aderant Expert is a registered trademark of Aderant Holdings, Inc. All other brands and products are property of their respective owners. Rev. 102012 www.aderant.com | info@aderant.com | +1 888 604 2366