Microsoft xRM4Legal Making Dynamics Viable for Law Firms May 2013

More than just marketing, xRM4Legal offers law firms the opportunity to integrate all their line of business applications within one easy to use, easy to manage, easy to afford environment. xRM is the evolution of CRM, where the X in xRM stands for eXtended Relationship Management. xRM is based on Microsoft CRM and the .NET platform.

Background

1. Next generation legal CRM solution powered by Dynamics CRM 2011

2. Leverages the previous version “CRM4Legal” (developed in conjunction with Client Profiles 2007-2010)

3. Whereas CRM4Legal was just about “marketing and BD”, xRM extends to: i. Matter Management

ii. Call Centre

iii. Corporate Administration & Compliance

iv. Projects & Resources Management

4. Benefits: i. 196 pre-built solution components means accelerated deployment, reduced risk and cost,

faster time to benefit and ROI

ii. xRM4Legal “Fee Earner Interface” guarantees professional staff user adoption

iii. “World’s best practice” based on the experience of 47 Microsoft CRM law firm implementations over half a decade

xRM4Legal managed solution

Project Module 4

1 Basic

Time Tracking

Matter/Project Management

2 3 4

Legal BD Legal

Marketing

Legal

Client

Care

Legal

Project

“Closed loop” client continuum

Client Plan Opportunity

Matter Inception

Project Planning

Resource Management

Time Tracking

Timesheet Invoicing

Integration

ERP / PMS / DMS Webservice CRM

Nomenclature (examples)

1. Account Organization

2. Contact People

3. Lead Potential New Client

4. Campaign Event

5. Sales Business Development

6. Service Client Care

7. Account Number Client Number

8. Territory Office

Entities, attributes and relationships

1. Law firm specific forms, tabs, sections and attributes integrating practice and document management systems, bulk email and social web information sources where required

2. Advanced User and Fee Earner role-based forms

3. From a business development standpoint: support for Key Account Management, Cross-Sell and Referral Management eg. Client Plans and Private Client Services

4. From a marketing standpoint: segmentation by Relationship Type, Job Title Category, Social Interests/Hobbies and (newsletter) Subscription preferences

5. Custom entities for Education, Employment History, Languages and Expenses

Marketing & business development

1. Integration with a number of bulk email management platforms supports activity tracking and statistics – unsubscribes, bounces, opens and clicks

2. Events is based on the Campaign entity in Microsoft Dynamics CRM. To support law firm hosting of seminars and other events it includes a number of additional catering, equipment, setup and staffing attributes. Name badges and Event Response (follow up) are provided

3. As we create a new Opportunity record, xRM4Legal supports advanced BD processes for Selection Criteria, Compliance Checklists, Terms & Conditions

4. Deal Information records the information required for reporting to League Tables – Thomson Reuters, Bloomberg etc

5. Workflows include New Opportunity Alert, Pipeline Phases, New Connections, Opportunity Reminder, Opportunity Won/Lost, New Inceptions

Matter management

1. Detailed overview of matter project structures, the project members and their assigned tasks

2. Traffic light system to proactively handle resource problems directly in the planning phase of the project

3. Full control over the matter project and the assigned project members at any phase of the project cycle

4. Includes Estimate to Complete, which can be completed by staff directly in the time booking

5. Real-time project controlling to act proactively

6. KPI structure with alerting

7. Perfect Gantt Visualization of Matter Projects, Project Phases, Work Packages and Milestones

Call centre

1. Potential New Clients is based on the Leads entity in Microsoft Dynamics CRM. To support law firm call centre management it includes several additional matter intake and administration attributes

2. Out of the box Microsoft Dynamics CRM functionality is leveraged to create new organization, people and opportunity records once a potential new client is qualified

3. Leveraging the xRM4Legal Fee Earner Interface, fee earners can, at a click of a button, email or dial the phone for a client

Corporate administration & compliance

1. Organization Profiles is a custom xRM4Legal entity that supports recording of registered offices, credit bureau IDs, dates and licenses

2. License information includes type, number, filing fee and agency details together with renewal dates

3. Intellectual Property is a custom xRM4Legal entity that supports several distinct matter types from trademark, patent, design, PBR and domain registration

4. Filings supports basis for US and CTM marks together with sealing, renewal and advertising dates

5. Basic dispute information such as type, IP, applicant, plaintiff and status can be recorded

xRM4Legal Fee Earner Interface

xRM4Legal

The xRM4Legal Fee Earner Interface has been

developed using a 4-tier architecture that separates

the “front-end” presentation layer from the business logic layer,

data access logic layer and database layer. The benefits are greater

flexibility and scalability – especially in the speed of accessing and displaying information for users – both on-premise and

Cloud-based

The Outlook 2010/2013 Interface

xRM4Legal Fee Earner Interface

xRM4Legal Folders in Favorites

xRM4Legal Folders Navigation Pane for “Power” Users and

Admins

CRM Options in Outlook Ribbon

The Outlook 2007 Interface (with WorkSite)

Integration is built directly into Outlook providing a

seamless user experience. xRM4Legal data displayed

is determined by the recipients of the Email or

Document entry, if integrated with DMS eg.

iManage WorkSite. Users can instantly view client information from CRM in

Outlook

Fee Earner Interface (benefits)

1. Immediate access to all firm xRM4Legal data from within Outlook or DMS

2. Ability to access and update CRM records on a context sensitive basis

3. Easily create/view/edit xRM4Legal data with just a single click

4. View information from other applications like practice management, LinkedIn etc.

5. Email or call Contacts and Leads with one click

6. Easily configure tabs and fields

All the CRM information you want, when and how you need it!

Thank you!

For more information:

Microsoft xRM4Legal www.xRM4Legal.com

DBlumentals@xRM4Legal.com

+61 409 245 354