Aderant CRM4Legal is a fully integrated Client Relationship Management (CRM) system designed for law firms and legal departments. CRM4Legal is built on the powerful Microsoft Dynamics CRM platform, which is highly configurable and extensible. Aderant CRM4Legal is available on premises or as a cloud application.

1. ADERANT CRM4Legal
Added Advantage
Aderant CRM4Legal is a fully integrated Client Relationship Business Intelligence
Management (CRM) system designed for law firms and legal
departments. Aderant CRM4Legal gives you the capability to easily Built-in charts, graphs, and dashboards give instant, dynamic,
create and maintain a clear view of clients from first contact through and visual representations of CRM data.
marketing, matter management and ongoing client care.
Social CRM
Powered by Microsoft Dynamics CRM and built
CRM4Legal includes activity feeds that allow you to “follow”
on latest technology other users, contacts, opportunities, etc. to keep up with changes
to key records, user supplied comments and notes, and status of
Aderant CRM4Legal is built on the powerful Microsoft Dynamics
opportunities. It also includes out-of-the-box integration with
CRM platform, which is highly configurable and extensible.
Yammer.
Microsoft Dynamics Marketplace offers additional plug-ins and
solutions from Microsoft and other CRM partners, including popular Mobile Express
business networking tools, such as LinkedIn.
Mobile browser access is included, and can be configured to allow
CRM4Legal is available on premises or as a cloud application. access to some or all CRM4Legal components and fields.
Deep Integration with Microsoft Outlook
CRM4Legal’s primary interface is Microsoft Outlook and all CRM
functionality is available via Outlook. CRM4Legal offers a choice
of Passive or Active sync of Outlook contacts to CRM, so firms can
decide on the right approach based on their culture of sharing.
CRM4Legal also offers Outlook-based activity tracking, allowing
Outlook email, Appointments, and Tasks to be tracked in CRM with
related contacts, companies, users, and other records.
Integration with Microsoft Office, SharePoint, Skype,
and Microsoft Lync
In addition to Microsoft Outlook, CRM4Legal offers deep integration
with Office, including mail merges and dynamic Excel worksheets
and pivot tables that can be refreshed with CRM data from within
Excel. It also includes out-of-the-box integration with Microsoft
SharePoint, Microsoft Lync, and Skype.
Marketing and Business Development Tools
Opportunity, matter, referral, experience, and press management
tools are included in the base product. These tools are easily
configured to match each firm’s existing data management processes.

2. Aderant CRM4LEGAL
Comparison of Aderant CRM4Legal and InterAction
Features Aderant CRM4Legal InterAction
Powered by Microsoft Dynamics
Built on latest Microsoft technology X
Access to additional functionality via Microsoft Dynamics Marketplace X
Highly Configurable and Extensible Platform X
Built-in Integrations
Microsoft Outlook (Contacts) X X
Microsoft Outlook (Email, Tasks, Appointments) X
Microsoft Office X X
Microsoft SharePoint X
Microsoft Lync X
Skype X
Yammer X
Out of the Box Marketing and Business Development Tools
Opportunities X Available for purchase
Matters X Available for purchase
Referrals X
Experience X
Press X
Mailing List Management X X
Event Management X X
Relationship Management X X
Data Quality Management X X
Social CRM (Activity Feeds) X
Business Intelligence
Dynamic Data Dashboards X
Dynamic Excel Reports X
SSRS Reports X
Mobility
Cloud offering X
Mobile Version via Mobile Browser X X
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.
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