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

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Aderant CRM4Legal for Microsoft Dynamics CRM provides your firm with the marketing, business development, and client care tools necessary to grow your business and drive profits while improving client …

Aderant CRM4Legal for Microsoft Dynamics CRM provides your firm with the marketing, business development, and client care tools necessary to grow your business and drive profits while improving client satisfaction. Learn how this powerful solution can help you better mange, grow, and protect your business.

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  • 1. Aderant CRM4LEGALCRM4LEGALA MARKETING, BUSINESS DEVELOPMENT, AND CLIENT CARE SYSTEMTO HELP GROW YOUR BUSINESS AND DRIVE PROFITS BenefitsMore than ever, legal professionals are expected to engage not only in the • A single interface – all tools are availablepractice of law, but also the business of law, and the efforts that help them win within one applicationand retain clients. • Built on the latest Microsoft technologyCRM4Legal for Microsoft Dynamics CRM provides your firm with the • Attorneys need only to access Microsoftmarketing, business development, and client care tools necessary to grow your Outlook to have access to CRM4Legalbusiness and drive profits while improving client satisfaction. • Business intelligence dashboards and dynamic reporting to show various metricsCRM4Legal, powered by Microsoft Dynamics CRM and developed by Aderant, • CRM4Legal allows for unlimitedis a complete marketing, business development, and client care solution forlaw firms. It provides all of the tools and capabilities needed to create and customization including forms andeasily maintain a clear picture of client relationships, from first contact through nomenclaturebusiness development activities and long-term relationship-building efforts.With modules for marketing communications, sponsorships and events,opportunity tracking, referral, experience, and matter tracking, CRM4Legaldelivers a fast, affordable solution that drives measurable improvements inevery business process. It enables closer relationships with clients and helpsyour firm achieve new levels of success and profitability.
  • 2. Aderant CRM4LEGALMARKETING, 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 informationCRM4Legal provides everyone in your firm a complete view of your retrieval. Aggregating data is the key element that is delivered by therelationship networks, prospects, and clients directly from Outlook, Data Pump.providing a familiar and intuitive work environment that encouragesuser adoption and productivity. And, because it is developed by Web and Mobile AccessAderant, it looks, feels, and performs like it was built for the legal CRM4Legal’s Mobile Access enables law firms to increase theprofessional. productivity of their mobile users by allowing them to use CRM4LegalCRM4Legal for Microsoft Dynamics CRM is a complete client anywhere instantly - at home, on the road, or in the court room. Yourelationship 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 - includingproviding 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 theCRM4Legal 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 MoreContact us today to see a demonstration of the powerfulcapabilities in Aderant CRM4Legal that can help you bettermanage, 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