AderAnt CrM4LeGAL

Benefits

• A single interface – all tools are available

within one application

• Built on the latest Microsoft technology

• Attorneys need only to access Microsoft

Outlook to have access to CRM4Legal

• Business intelligence dashboards and

dynamic reporting to show various metrics

• CRM4Legal allows for unlimited

customization including forms and

nomenclature

More than ever, legal professionals are expected to engage not only in the

practice of law, but also the business of law, and the efforts that help them win

and retain clients.

CRM4Legal for Microsoft Dynamics CRM provides your firm with the

marketing, business development, and client care tools necessary to grow your

business and drive profits while improving client satisfaction.

CRM4Legal, powered by Microsoft Dynamics CRM and developed by Aderant,

is a complete marketing, business development, and client care solution for

law firms. It provides all of the tools and capabilities needed to create and

easily maintain a clear picture of client relationships, from first contact through

business development activities and long-term relationship-building efforts.

With modules for marketing communications, sponsorships and events,

opportunity tracking, referral, experience, and matter tracking, CRM4Legal

delivers a fast, affordable solution that drives measurable improvements in

every business process. It enables closer relationships with clients and helps

your firm achieve new levels of success and profitability.

A MARKETING, BUSINESS DEVELOPMENT, AND CLIENT CARE SYSTEM

TO HELP GROW YOUR BUSINESS AND DRIVE PROFITS

CrM4LeGAL

MArKetinG, BUsiness deVeLOPMent, And CLient CAre sYsteM

AderAnt CrM4LeGAL

Features

• Complete contact and company management

from within Outlook

• Track emails, appointment, and tasks in

CRM4Legal with contact and other CRM

records

• Powerful data quality management tools to

help manage duplicates, edits and private data

• Intelligent mailing list and campaign

management

• Manage matters, referrals, and experience

records in the same way you manage your

clients and contacts

• Tools to navigate the interconnected

relationships between clients, contacts, and

professionals

• Powerful and easy to use dashboards, data

visualization, and reporting

• Data integration tools available to connect

multiple data sources to CRM data

CRM4Legal provides everyone in your firm a complete view of your

relationship networks, prospects, and clients directly from Outlook,

providing a familiar and intuitive work environment that encourages

user adoption and productivity. And, because it is developed by

Aderant, it looks, feels, and performs like it was built for the legal

professional.

CRM4Legal for Microsoft Dynamics CRM is a complete client

relationship management solution that works the way your law firm

already does. It is built directly into Microsoft Office and Outlook,

providing a familiar and intuitive work environment that fosters user

adoption and productivity. Everyone in your firm will begin using the

CRM4Legal tool to develop new business and marketing processes.

The result: Your firm will change the way it thinks about CRM,

without having to change the way it already works.

BUSINESS DEVELOPMENT

For Business Development managers, practice managers, lawyers,

and partners, CRM4Legal provides insight into the deal pipeline -

including the ability to track new business opportunities, referrals,

experience data, and other important business development

information. This data is available at an individual, practice group,

or firm level so that performance can be measured throughout the

organization.

CRM4Legal provides tools for helping law firms manage all of the

data they need to win new work, improve relationships with existing

clients, and analyze their current pipeline and referral sources. These

include integration with Microsoft Outlook, e-mail, activity tracking,

and reminder and task management features.

DATA INTEGRATION

The CRM4Legal team has developed an external data integration

module (“Data Pump”) designed to integrate with other core

applications such as Time & Billing, Case Management, Conflict of

Interest, HR, and external third-party data sources with warehouse

data elements critical to targeting the CRM contact database for

marketing and prospecting business development efforts. The

development of this tool focused on integrating data elements

directly into the CRM4Legal application to facilitate information

retrieval. Aggregating data is the key element that is delivered by the

Data Pump.

WEB AND MOBILE ACCESS

CRM4Legal’s Mobile Access enables law firms to increase the

productivity of their mobile users by allowing them to use CRM4Legal

anywhere instantly - at home, on the road, or in the court room. You

can perform the same client management, business development,

and service activities in the CRM4Legal Web client - including

working with clients, matters, and marketing activities.

LeArn MOre

Contact us today to see a demonstration of the powerful

capabilities in Aderant CRM4Legal that can help you better

manage, grow, and protect your firm.© 2012 Aderant Holdings, Inc. Aderant Expert is a registered trademark of Aderant Holdings, Inc. All other brands and products are property of their respective owners. Rev. 102012www.aderant.com | info@aderant.com | +1 888 604 2366