Why xRM4Legal?

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Strategic BD capabilities

Managing Partner/CEO dashboard

Easy presentation of

expected business with

social updates on

progress to aid

collaboration between

people and teams

Practice lead dashboard

Comprehensive detail of

firm performance by sectors,

practices, clients, with

personal actions (tight

integration with Outlook

Calendar and Tasks)

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

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

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

Integrated Social Web – LinkedIn etc.

Add to Marketing List – bulk email stats

Key Clients dashboard

Track performance of top

clients and contacts

including email/marketing

communications. Manage

growth with dedicated firm

and practice client plans

Single click to Client Plan list

Single click to Client Plan record

Manage key clients across

firm and practices with

individual client plans with

specific targets and

performance measures

Referral Management dashboard

Easily identify top Referral

partners by number and

value of referrals. Also by

success

Events dashboard

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

Single click to Events list

Single click to Events record

Ensure the best performing

events with repeatable

templates to capture and

streamline planning and

organization

Organization/Companies dashboard

Review

Organization/Company

records with drag and drop

Charts & Dashboard views

Enhance user adoption – 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

Stay productive on the road or in the courtroom

Adopt Microsoft CRM/xRM4Legal on devices to:

• Quickly mobilize your rainmakers

• Create a competitive differentiator

• Attract and retain marketing/BD talent

Key takeaways

Next steps Schedule a demo – 30 minutes

Organize a “proof of concept” – 1 week to 1 month

Run a pilot – marketing/BD including light-house

practice group

Rollout firm-wide – targeting wider audience of

professional and support staff

Contact

www.xRM4Legal.com

DBlumentals@xRM4Legal.com