microsoft crm xrm4legal 2014 enterprise matter management

Project Module 4

1

Time Tracking

Matter/Project

Management

2 3 4

Legal BD Legal

Marketing

Legal Client

Care

Legal

Project

Microsoft

Dynamics

CRM

2013

Microsoft

Office

2010 & 2013

Microsoft

SharePoint

2010 & 2013

Document Management

Formula Management

Global Search

Fee Earner Interface

xRM4Legal provides an easy, familiar interface that the lawyers know and use every

day. As they say, if you know how to use Outlook, you know how to use Microsoft CRM! Another major benefit of the solution is improved integrity of information with

both Web and mobile access. New matter types – forms, fields, views, reports, charts

and dashboards – can be quickly and easily added and configured by business users

rather than programmers.

The priority here is capturing details with minimal mouse clicks including lawyer and

related record/s. We start in Outlook Favorites where the default view is Active

Organizations. We can filter this view by selecting a different System View if required.

The bottom half of the screen provides a quick preview of the selected record.

Role selection hides or displays certain tabs. These tabs, fields and associated

business rules are easily configured to meet firm and department needs. Once the

Role is selected it is just a matter of completing a few business required fields so we

can save the record.

The priority again is simplicity, capturing details with minimal mouse clicks including

related records. The easiest and quickest way to add a new record is in the context of

an existing Organization record.

Certain information is pre-populated such as Parent Record, Business Phone and

Address. Like the Organization entity, selecting the applicable Role hides or displays

certain tabs.

To create a new Case Project record, click on the Projects folder and click the New

button.

Based on the selected Client and Case Type, the Case Project record adjusts

dynamically with required Contact Data, Additional Details and Case specific

information – automatically populated based on firm and department business rules.

Manage all the activities related to a Case Project including Appointments, Emails,

Phone Calls and Tasks.

Depending on the logged in user and their method of access (Web, Outlook or

Mobile) there are several different ways of adding a new booking / billing event. The

Case Resource, Start and End Dates and Times can be selected with options to enter

Hourly Rate, Duration and Booking Type together with Summary and Description.

From here we can generate documents, clicking the Documents related area. Created

documents are automatically filed in SharePoint and can be emailed in PDF with

associated email template.

Audit History automatically tracks who changed what and when with details of old and

new values displayed. Click Filter on: to select and view specific field changes.

From the Outlook folder there is access to Global Search. Global Search performs

searches of strings in all entities and attributes configured in Search Settings. Typing a

word or phrase allows us to search across CRM entities, Tasks, Emails, Letters,

Appointments etc. A single click allows us to drill down into Person, Organization,

Case records and more.

www.xRM4Legal.com

DBlumentals@xRM4Legal.com