xRM4Legal for the iPad*(or Finding business justifications for attorney use - personal and business)

1. xRM4Legal for the iPad
(or Finding business
justifications for attorney use -
personal and business)

2. Considerations
1. Is there a CRM for the iPad that doesn’t just make mobile CRM on the
iPhone bigger, but incorporates some of the unique capabilities of the
iPad?
2. Is there additional functionality we can offer that meets the specific needs
of attorney users? Not just CRM but note taking, dictation, document
review and editing, even document management – supporting reports on
attorney daily action schedules, activity report, measuring workload.
3. Can attorneys work in real time no matter where they are with access to
companies, contacts, matters, documents and emails right at their
fingertips – avoiding the need to carry around hard-copy documents.
4. What about support for iPhone and iPad enabled “apps” that enable select
clients to create and submit matter intake/inception records directly to
“x”RM Enterprise Matter Management – avoiding unformatted emails, time
consuming telephone calls and potential for error.
5. How about leveraging characteristics/features of iPad and iPhone devices:
• Ability to run HTML4 and HTML5 apps without zooming in and out
constantly
• Ability to run iWork apps
• Ability to integrate seamlessly, effortlessly, and amazingly with multi-
media
• Ability to draw, take-notes, and manipulate images and content
without using a keyboard, simply by using the screen and the tools
indicated above (plus others)
• Ability to run very specialized apps, very fast refresh screen, and
incredible graphics
Understanding, perhaps, that no attorney is going to use an iPad full-time at the
office. But just as people check personal email at work, they could also bring
the office home on their iPad. Although primarily designed for
home/entertainment use, there is key business functionality that can be
accomplished with it.

3. iPad Print
Screens

4. Create a new org, assign as a
host and assign to an atty

12. For More Information
David Blumentals
Director, CRM/xRM Strategy
Email: DBlumentals@xRM4Legal.com
Office: +61 2 9571 4853
Mobile: +61 409 245 354