BD

44% of clients today complain about products/services on

social networks, and

20% of those clients expect a response within one hour

78.6% of the timebusiness developers using social media

outsold non-users in 2012, and were

23% more successful at exceeding quotas than their

non-social peers

1.5 billion people have social networking accounts

72% of companies by 2011 used social technologies in

their businesses

90% of those companies reported business benefits

ClientCare

✚

Include Time & Billing and Legal

Project Management for easy, real-

time case management

Find people, identify relationships

quickly with CRM’s powerful search

Share documents and links real-time

in SharePoint without leaving CRM

Access from “where lawyers work” –

all performed inside of Outlook

With xRM4Legal…

76% of users have more visibility into

cross practice group work.

80% of users are more informed with

what’s happening within their firm.

Microsoft CRM xRM4Legal

EXCHANGECRM Add-In for Outlook• Choice of email tracked• Sync contacts, appointments, tasks, email• Offline work then sync• Presence with Lync

CRM Web Client• Access from anywhere or any device via Browser• Post Directly to SharePoint via Browser• See Activities, Tasks, Clients, Contacts in the Browser• Presence with Lync Exchange

Server Side Synchronization• Sync with Exchange Online or On Premise• Keep Microsoft CRM/xRM4Legal & Email up to

date

Time Tracking, Approval & Invoicing Apps increase accuracy, simplify client reporting while reducing debtor days.

It’s a fact that firms using integrated client to project case management have higher margins and stronger pipeline.

Rollout in days with over 250 legal customizations pre-configured, ready-to-use.

SharePoint and CRM/xRM are complementary; combined strengths cover broad law firm business needs.

Organize a “proof of capability” – 1 week to 1 month

Run a pilot – marketing/BD including light-house practice group

Rollout firm-wide – targeting wider audience of professional and support staff

What’s next?

Contact

www.xRM4Legal.com

DBlumentals@xRM4Legal.com