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Driving Greater CRM Productivity with M-Files Solution for Law Firms

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Updated on Aug 22, 2016

M-Files for CRM for Law Firms Solution meets key requirements what law firms look for in terms of the client relationship management:

- Reduce the time and cost of data administration by offering user-friendly and intuitive interface.
- Combine CRM with strong document management functionality in single corporate information management solution.
- Improve productivity and efficiency by providing lawyers with a 360-degree view of clients and prospects.
- Provide quick and easy access to information by finding the content related to clients and projects within seconds.
- Easily integrate with billing and other business systems to gain valuable insights into client relationships.

M-Files for CRM for Law Firms Solution significantly increases manageability of client relationship management processes and makes the work easier to employees. The system provides the accountability of all the registered data, keeps the information securely stored and accessed by the authorized employees only.

Published in: Software
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Driving Greater CRM Productivity with M-Files Solution for Law Firms

  1. 1. DYNAMIC CONTENT MANAGEMENT DRIVING GREATER CRM PRODUCTIVITY WITH M-FILES SOLUTION FOR LAW FIRMS
  2. 2. DYNAMIC CONTENT MANAGEMENT ► Contact database is not enough segmented and thus, prospect targeting can not be qualitatively performed ► Client documents and emails are stored in a way that exposes their company to risks (for example, on their workstations or in email programs) ► All the client-related content (emails, meetings, calls, documents, contacts, lawyers involved in negotiations, etc.) can not be quickly accessed in a way to get the full picture of client relationship ► Specialized CRM software is too complicated that kills lawyers’ motivation to use it Key business challenges of client relationship management the law firms face with
  3. 3. DYNAMIC CONTENT MANAGEMENT ► Reduce the time and cost of data administration by offering user-friendly and intuitive interface ► Combine CRM with strong document management functionality in single corporate information management solution ► Improve productivity and efficiency by providing lawyers with a 360-degree view of clients and prospects ► Provide quick and easy access to information by finding the content related to clients and projects within seconds ► Easily integrate with billing and other business systems to gain valuable insights into client relationships M-Files for CRM for Law Firms
  4. 4. DYNAMIC CONTENT MANAGEMENT M-Files user interfaces ► M-Files Desktop is integrated to Windows ► M-Files Web access via any popular Internet browser (Internet Explorer, Mozilla Firefox, Google Chrome, Safari) ► M-Files native mobile apps for iPhone/iPad, Android and Windows Phone devices
  5. 5. DYNAMIC CONTENT MANAGEMENT Accounts ► Accounts include prospects, leads, clients, competitors, courts and other organizations ► Embedded segmentation capabilities (by company size, revenue size, industry, ownership type, contact group, associations) ► New segment types can be easily configured ► Automatic check an account for duplicates at creation
  6. 6. DYNAMIC CONTENT MANAGEMENT Contacts ► Contact birthday notifications by email ► Last contact date is automatically updated ► Contact name can be registered and displayed in different languages ► Automatic check a contact for duplicates at creation ► Import contacts to Microsoft Outlook
  7. 7. DYNAMIC CONTENT MANAGEMENT Instant visibility ► System objects are displayed via dynamics views ► Dynamics views based on objects metadata ► Views are centrally managed ► Anyone can create views specific to them
  8. 8. DYNAMIC CONTENT MANAGEMENT Contact segmentation ► Dynamics view examples for contacts:  Contacts by industry  Contacts by organization role  Contacts by country and city
  9. 9. DYNAMIC CONTENT MANAGEMENT Opportunities ► Opportunities can also be created based on campaign responses or contact inquiries ► Marking opportunity as won converts it to project automatically ► Last contact date by opportunity is automatically updated
  10. 10. DYNAMIC CONTENT MANAGEMENT Opportunities overview
  11. 11. DYNAMIC CONTENT MANAGEMENT Leads overview ► New prospect is automatically converted to lead at opportunity creation
  12. 12. DYNAMIC CONTENT MANAGEMENT Contact activities ► Contact activities include phone calls, meetings, emails and informal communication events ► Import activities to Microsoft Outlook Calendar ► Documents can be assigned to activities
  13. 13. DYNAMIC CONTENT MANAGEMENT Saving emails ► Drag-and-drop emails & attachments to M-Files Smart Folders ► Functionality is built right in to Microsoft Outlook ► M-Files can automatically determine what the document is and who it relates to
  14. 14. DYNAMIC CONTENT MANAGEMENT Clients ► Client acquisition cost is automatically calculated for new clients (converted from leads) ► Email notifications to alert you about inactive clients
  15. 15. DYNAMIC CONTENT MANAGEMENT Projects ► Automatic definition of sales type (new, repeated or cross- selling) ► Project phases and task lists
  16. 16. DYNAMIC CONTENT MANAGEMENT Projects overview
  17. 17. DYNAMIC CONTENT MANAGEMENT Documents ► Saving directly from Windows folders or Microsoft Outlook
  18. 18. DYNAMIC CONTENT MANAGEMENT Documents ► Document card is assigned with file at creation ► Document check-out/check-in functionality ► Co-authoring via OneDrive ► Multi-file documents support
  19. 19. DYNAMIC CONTENT MANAGEMENT Microsoft Office integration ► Creating documents based on templates ► Embedded integration with Microsoft Word, Excel, PowerPoint, Outlook and SharePoint ► Document auto filling based on object properties
  20. 20. DYNAMIC CONTENT MANAGEMENT Version control ► Changes are recorded automatically ► Full audit trial available ► Rollback to previous version is possible ► Versions can be compared via M-Files toolbar from Microsoft Word v1 v2 v3
  21. 21. DYNAMIC CONTENT MANAGEMENT Search capabilities ► Easy to use and easy to find ► Searching based on card attributes (metadata) and file content
  22. 22. DYNAMIC CONTENT MANAGEMENT Object relationships ► Object relationships are automatically updated ► Relationships view is available for any system object ► Additional connections between objects can be defined manually
  23. 23. DYNAMIC CONTENT MANAGEMENT Tasks and time entries
  24. 24. DYNAMIC CONTENT MANAGEMENT Employees overview
  25. 25. DYNAMIC CONTENT MANAGEMENT Campaigns ► Campaigns include marketing events, external conferences, email campaigns, etc. ► Cost per campaign contact (responded or participated) calculation
  26. 26. DYNAMIC CONTENT MANAGEMENT Campaign’s contact selection ► Export campaign contacts to CSV file for use in email marketing software (MailChimp, etc.) ► Import records of sent emails to M-Files
  27. 27. DYNAMIC CONTENT MANAGEMENT Campaigns overview
  28. 28. DYNAMIC CONTENT MANAGEMENT Campaign activities ► Campaign activities include records of sent emails, campaign responses, event participations ► Responses received by email can be uploaded directly from Microsoft Outlook
  29. 29. DYNAMIC CONTENT MANAGEMENT Information security ► Access to the system objects is always based on user permissions ► Different permissions levels: read only and modify ► Permissions can be set automatically based on the metadata
  30. 30. DYNAMIC CONTENT MANAGEMENT Personalized views ► Quick access to user-related information
  31. 31. DYNAMIC CONTENT MANAGEMENT ► Direct connection to any database ► Packaged integrations for Microsoft Dynamics, SAP, etc. Integration with external systems
  32. 32. DYNAMIC CONTENT MANAGEMENT About FTS ► European presence: Offices in The Netherlands, Bulgaria, Russia, Ukraine and associated companies in Poland and Hungary ► Trusted system integrator: 250+ customers in 20 countries ► Deep IT expertise: Successful implementation projects of Microsoft Dynamics AX/NAV/CRM, Deltek Maconomy, M- Files and Microsoft Power BI ► Strong team of professionals: 50+ IT consultants and developers
  33. 33. DYNAMIC CONTENT MANAGEMENT About M-Files ► Developed by Finnish-based M-Files Corporation ► M-Files Corporation is Microsoft Gold Partner for Application Development ► Powerful, metadata-powered enterprise information management (EIM) and document management system ► Designed in accordance with ISO, FDA, EU GMP, HIPAA standards ► Ranked as one of leading ECM/EIM solutions by Gartner, Forrester Research and Nucleus Research ► M-Files solution is used by more than 4500 customers in 100 countries worldwide
  34. 34. DYNAMIC CONTENT MANAGEMENT Recognition of M-Files as one of ECM-market leaders “M-Files is unique with its strong metadata-centric approach to enterprise information management.“ The Forrester Wave™ Report ECM Business Content Services, Q3 2015
  35. 35. Any questions? Please contact us: Artem Shpachenko Business Director FTS Group Email: ashpachenko@fts-eu.com Web: www.fts-eu.com

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