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ADERANT CRM4LegalAdded AdvantageAderant CRM4Legal is a fully integrated Client Relationship              Business Intellig...
Aderant CRM4LEGALComparison of Aderant CRM4Legal and InterAction Features                                                 ...
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Aderant CRM4Legal Added Advantage

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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.

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Aderant CRM4Legal Added Advantage

  1. 1. ADERANT CRM4LegalAdded AdvantageAderant CRM4Legal is a fully integrated Client Relationship Business IntelligenceManagement (CRM) system designed for law firms and legaldepartments. 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 CRMPowered 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 ofAderant CRM4Legal is built on the powerful Microsoft Dynamics opportunities. It also includes out-of-the-box integration withCRM platform, which is highly configurable and extensible. Yammer.Microsoft Dynamics Marketplace offers additional plug-ins andsolutions from Microsoft and other CRM partners, including popular Mobile Expressbusiness networking tools, such as LinkedIn. Mobile browser access is included, and can be configured to allowCRM4Legal is available on premises or as a cloud application. access to some or all CRM4Legal components and fields.Deep Integration with Microsoft OutlookCRM4Legal’s primary interface is Microsoft Outlook and all CRMfunctionality is available via Outlook. CRM4Legal offers a choiceof Passive or Active sync of Outlook contacts to CRM, so firms candecide on the right approach based on their culture of sharing.CRM4Legal also offers Outlook-based activity tracking, allowingOutlook email, Appointments, and Tasks to be tracked in CRM withrelated contacts, companies, users, and other records.Integration with Microsoft Office, SharePoint, Skype,and Microsoft LyncIn addition to Microsoft Outlook, CRM4Legal offers deep integrationwith Office, including mail merges and dynamic Excel worksheetsand pivot tables that can be refreshed with CRM data from withinExcel. It also includes out-of-the-box integration with MicrosoftSharePoint, Microsoft Lync, and Skype.Marketing and Business Development ToolsOpportunity, matter, referral, experience, and press managementtools are included in the base product. These tools are easilyconfigured to match each firm’s existing data management processes.
  2. 2. Aderant CRM4LEGALComparison 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 XLearn 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

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