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

1. 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.

2. 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

3. 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

4. “Closed loop” client continuum
Client
Plan Opportunity
Matter
Inception
Project
Planning
Resource
Management
Time
Tracking
Timesheet Invoicing

5. Integration
ERP / PMS / DMSWebserviceCRM

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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!

16. Thank you!
For more information:
Microsoft xRM4Legal
www.xRM4Legal.com
DBlumentals@xRM4Legal.com
+61 409 245 354