By deploying Microsoft Dynamics CRM 2015, xRM4Legal, in your law firm you will begin to experience Return on Investment (ROI) almost immediately after getting up and running with the system. Once your law firm moves into the future with xRM4Legal, your staff won't be wasting time with repetitive tasks anymore – xRM4Legal will automate them for you. Enjoy increased productivity, decreased overhead, and increased client satisfaction as a result of deploying xRM4Legal for your law firm. And increased client satisfaction leads to increased client retention, which always equals more profitable clients. • Increase your total revenue / billings / fees – due to increased marketing and business development productivity, lawyers are able to service more of the “right type” of clients and matter engagements. Measure increase in close rates, competitive bid successes, increase in billings per client • Improve client retention – measure reduction in lost clients, or increase in client referrals • Increase cross-selling – measure cross practice group / cross specialization services per client • Reduce lost opportunities due to failed relationship intelligence – not knowing about clients business needs; new matters; stimulating and enhancing lawyer / client communications – knowing about new matters / opportunities before competitors xRM4Legal acts as a central repository for all the experience and wisdom learned in your law firm. Easily pass knowledge down from partners and lawyers to office staff by saving critical documents, publishing experiences to the Knowledge Base, sharing marketing collateral, and even collaborating with your staff with real time business development software. Don't waste time and cost training employees for weeks with ineffective methods that don't show them real problems or solutions. Let them harness the wealth of information in your xRM4Legal and enjoy servicing your clients better and more efficiently than your competition. xRM4Legal is knowledge, and knowledge is power. • Reduce client acquisition costs – e.g. measure number of calls / contacts / events / subscriptions required to generate / qualify / convert a lead or prospective new matter opportunity • Decrease costs of business development – by increase in marketing and business development productivity, reduction in proposal generation time, improvement in order configuration accuracy etc... - measure these individual elements to assess decrease in costs of marketing and business development, client acquisition costs • Decrease costs to retain and service clients For a personalized business case analysis email DBlumentals@xRM4Legal.com

1. What legacy will you leave?

2. CRM – why?
Keep our top clients…
Develop relationships…
Generate referrals…
Know our clients…
Segment our clients… Easy search and find…
Engage with new clients…
Demonstrate expertise…
Enhance communication…

3. The business case
Risks
Options/costsWhy bother? Requirements
Benefits Recommend

4. Performance Management
Baseline law firm business needs persist
Client
Relationships
Saleable
Expertise
Matter
Delivery
Financial
Results

5. Transformational challenges reflect a more digital world

6. >1.7 billion
social users
>400 million
tweets per day about product,
services, and brands
150
average number of times a person
checks their phone each day
>6.8 billion
on mobile
http://www.emarketer.com/Article/Social-Networking-Reaches-Nearly-One-Four-Around-World/1009976
http://articles.washingtonpost.com/2013-03-21/business/37889387_1_tweets-jack-dorsey-twitter
http://mobithinking.com/mobile-marketing-tools/latest-mobile-stats/a
http://www.kpcb.com/insights/2013-internet-trends
Social and mobile mean clients and professionals
are “always on”

7. Coordinated action hinges on aligned leadership and
systems
CEO
Performance
Mgmt
CKO/CMO
Client
Relationships
HR
Director
Resources
CFO
Financial
Results
Practices &
Industry
Teams
Client acquisition
and relationship/
retention
management
systems
Talent (human
capital) acquisition
and matter-based
deployment
Practice management, reporting and risk
management
Document management and
collaboration
“Recognizing the CEO/Managing
Partner bears ultimate
responsibility for the firm’s
performance, other key
leadership positions must work
in concert with integrated
business applications to
provide complete and crystal
clear visibility and control across
the enterprise.”
- Kennedy Consulting Research & Advisory
Source: Driving Growth and Profitability: Why Growth-Oriented Professional Service
Organizations Require Integrated Client-Relationship, Resource, and Financial Management
Solutions. Kennedy Consulting Research & Advisory, 2011.

8. SPI Research
With foresight as well as
integrated and flexible systems,
firm leadership can optimize
people and processes,
streamline operations, deliver
distinctive client experiences,
and fulfill profitable growth
objectives
Alignment drives specific metrics and success
Use Most
Updated
Knowledge
Resources
CRM
Champions
Build on
Successes
CRM
Readiness
Automate
and
Integrate
Validate
Client
Strategy
Business
Objectives
Education

9. Overcoming risks
Trusted partner with
legal CRM expertise
and experience
Defined data quality
standards and
processes
Rollout in days with
pre-configured
customizations,
ready-to-use

10. SQL Server
SQL Server
Stop rebuilding the wheel and take full advantage of your firm’s intellectual capital with
proven tools to capture, find, share and reuse information.
Close more deals faster and grow client wallet share with insightful, timely and contextual
responses that build trust and annuity business.
Attract, develop, and retain the best and brightest talent by providing expertise-building
experiences that optimize career and utilization objectives.
Deliver as promised and turn clients into enthusiastic referrals through optimized service
planning, engagement and execution.
Know how your complex business is performing with anytime anywhere access to
essential metrics and role-specific business processes.
Verifiable outcomes

11. Demonstrable ROI
Firm ROI
1. Net returns range from 16% to more than 1,000%
2. 19% of firms generate an ROI of 50% or less
3. 52% (majority) of firms show an ROI of between 51% and
500%
4. 30% of firms report returns of 501%
Initial investment, too, is often quickly repaid with nearly
60% of firms experiencing payback in 12 months or less

12. Strongest and most integrated solution
Microsoft CRM/xRM4Legal enables law firms to
empower their most valuable assets – their people –
and leverage them across the firm to enable
consistently outstanding client experiences. Microsoft
investments include:
$10 billion in annual research and development
Dedicated R&D industry team
Industry-specific and Microsoft Certified Partner
Solutions (xRM4Legal)
Dedicated industry marketing and business
development teams

13. © 2014-2015 Microsoft Corporation and xRM Global Solutions, Asia Pacific Dynamics Corporation T/as. All rights reserved.