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
