Fulfil firm ambitions for a strategic, centralized approach to business development (single click access); Enable, operate and enforce defined (data) quality standards and processes; Engage senior management with easy access and visibility of relationships, firm and practice performance; Allow Fee Earners easy access, creation and update of records with critical BD info (user adoption)

1. Microsoft xRM4Legal
Strategic Marketing & Business
Development
September 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. Agenda
1. Why xRM4Legal
– Microsoft platform – xRM (Extended Relationship
Management)
– Configurable/adaptable
– Affordable – 3 license types support Marketing/BD and
Support Staff and Fee Earners with role-based security
2. Demonstration discussion
– xRM for marketing and business development
– Advanced/”power” user interface
– Fee Earner Interface

3. Product background
1. Powered by Microsoft Dynamics CRM 2011 (V5) –
over 4 million users, 35,000+ firms
2. CRM4Legal “genesis” (V3 and V4) – acquired by
Aderant in 2011
3. Experience of over 50 medium to large legal CRM
implementations globally
4. Over 200 legal customizations
5. Integration options with major PMS and DMS systems

4. Why xRM4Legal?
1. Fulfil firm ambitions for a strategic, centralized
approach to business development (single click access)
2. Enable, operate and enforce defined (data) quality
standards and processes
3. Engage senior management with easy access and
visibility of relationships, firm and practice
performance
4. Allow Fee Earners easy access, creation and update of
records with critical BD info (user adoption)

5. Strategic BD capabilities
Key Account Management
– Segment and manage key clients with focussed client plans
– Monitor team and practice performance
Cross-Sell
– View coverage of practice areas and services across key clients
– Identify service gap opportunities and attrition risk weakness
Referral and Intermediary Management
– Track inbound referrals and identify most effective referral partners
– Enable and track outbound referrals to ensure support for best partners
Private Clients
– Separately recognize and manage individuals for maximum satisfaction and return
Firm-wide Collaboration
– Social collaboration facilities provide visibility of client activity and easy identification of key individuals
– internal, client and intermediary

6. Demonstration
1. Dashboard – Social / BD Overview  Opportunities  Clients,
Contacts, Relationship Map, Marketing Lists
2. Dashboard – Key Account Management  Client Plans
3. Dashboard – Referrals and Intermediary Leverage
4. Dashboard – Marketing/Events  Event record
5. Fee Earner Interface – context sensitive CRM dynamically
delivered – Opportunities, Appointments, LinkedIn, Google Map,
Driving Directions, Compose a New Email, Copy to your Address
Book

7. Dashboard – Social Overview
Easy presentation of
expected business with
social updates on
progress to aid
collaboration between
people and teams

8. Dashboard – BD Overview
Comprehensive detail of
business performance by
sectors, practices, clients,
with personal actions (tight
integration with Outlook
Calendar and Tasks)

9. Single Click to Open Opportunities List
Complete visibility of potential
new Matters. Can be
segregated to firm, practice,
team or individual only views;
drilldown to Client, Contact or
Opportunity

10. Single Click to Opportunity Record
Easy capture of critical information –
Practice Area, Referrer capture can be
mandated; integrated business/social
networking; enforce firm processes
around client selection, compliance, terms
and conditions

11. Single Click to Client Contact
Single click access to company and contact
records, LinkedIn profile, email marketing
communications/MailChimp, Relationship
Map (bi-directional) and
marketing/mailing lists

12. Integrated Social Web – LinkedIn etc.

13. Add to Marketing List – Bulk Email Stats

14. Two-way Relationship Map – “Who Knows”

15. Dashboard – Key Accounts
Track performance of top
accounts and contacts
including email/marketing
communications. Manage
growth with dedicated firm
and practice client plans

16. Single Click to Client Plan List

17. Single Click to Client Plan Record
Highly manage key client
across firm and practices
with individual client plans
with specific targets and
performance measures

18. Dashboard – Referrers
Easily identify top Referral
partners by number and
value of referrals. Also by
success

19. Dashboard – Events
Maximize value and return from
marketing events with detailed analysis
and repeatable templates of best
campaigns; Hone performance of
marketing activities through target
setting and results monitoring

20. Single Click to Events List

21. Single Click to Events Record
Ensure the best performing
events with repeatable
templates to capture and
streamline planning and
organization

22. Dashboard – Organizations/Companies
Review
Organization/Company
records with drag and drop
Charts & Dashboard views

23. xRM4Legal Fee Earner Interface
xRM4Legal Fee
Earner Interface
guarantees user
adoption with
dynamic display
of CRM content
xRM4Legal Folders
in Favorites
xRM4Legal Folders
Navigation Pane for
Advanced Users and
Admins
CRM Options in
Outlook Ribbon

24. Mobility – Anytime Access, Any Device

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