More than ever, legal professionals are engaged in the business of law, and the efforts that help them win and retain clients. Click here for brochure

CRM4Legal, powered by Microsoft CRM and developed by Client Profiles, is a complete relationship management 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 business development, matter management and marketing, CRM4Legal delivers a fast, flexible and affordable solution that drives measurable improvements in every business process. It enables closer relationships with clients and helps your firm achieve new levels of profitability.

A Solution for Everyone in the Firm

• Tight integration with the Microsoft Office system and Outlook, allowing everyone in the firm to easily pull information from CRM4Legal into Office system applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word.

• Quick and easy access to your data through context-sensitive information for populating forms or taking next steps without changing screens.

• Customised workspaces that allow users to create, save, and reuse favorite views of client and contact data without the distraction of unneeded information.

Meets your firm’s ongoing needs
CRM4Legal is a flexible solution developed for your law firm’s current needs while providing a flexible, scalable platform that will grow along with your firm.

• Meet your law firm’s business requirements by tailoring CRM4Legal to match your specific practice’s situation.
• Intuitive, Web-based design tools make it easy to modify application screens, data fields and practice-specific forms.
• Streamline business processes through automation that lets your firm transform repetitive tasks into powerful, automated business workflow.
• Integrate applications and information from time & billing or case management sources to create seamless links across systems and platforms within your firm, all available from one central location.
• Measure the success of your firm’s business processes with powerful tracking and analytic tools that help you monitor business development while enabling swifter and more precise decisions.
• Accurately forecast future revenues and manage prospective opportunities to remain competitive and on top of your pipeline of business.

Get the whole picture
CRM4Legal connects matters, people, and companies while displaying all related data directly from Outlook.

By consolidating data stored across multiple law firm systems (like time and billing and other financial systems), CRM4Legal offers a 360 degree view of all information, activities and relationships related to prospects and clients.

• Access information stored in multiple systems and consolidate it in one centralized repository of data, activities, documents and matters.
• Leverage the collective experience of your firm to identify internal skills and experience found in matters.
• Arrive prepared for important client meetings by accessing relevant history for each client from all parts of the firm.
• Unify customer e-mail and responses by automatically capturing discussion threads as part of each client’s history record.

Marketing: A clearer view
In today’s information-driven economy, most law firms are awash in client data. Success requires the ability to transform that information into clear, actionable knowledge and respond more quickly to changing client needs and preferences.

With CRM4Legal, your business development and marketing efforts can become more collaborative.

• Create a single view of each person or company based on every piece of information your firm collects, all stored in a single location that is accessible across your firm.
• Focus your marketing efforts using intelligent marketing management tools integrated with Outlook to manage events more effectively.
• Create and easily manage marketing lists and make them available to attorneys directly from Outlook, making it easy for them to contribute and view participants.
• Understand what your clients are telling you with reporting and analysis tools built on SQL Server Reporting Services that provide the precise knowledge your law firm needs to respond quickly to client demands and changes in your practice.

Manage your opportunities
CRM4Legal provides easy-to-use features to improve the way you do business, target new clients and drive business development activities.

• Use CRM4Legal to build customisable Client Plans that outline strategies and steps to increase your book of business with specific prospects and clients.
• Spend time with the right leads and prospects. Establish consistent follow-up processes and automate activities with powerful system workflow.
• Comprehensive reports let you forecast potential revenue, measure business activity and performance, track business development success and identify trends, problems and opportunities.

Avoid costly data conflicts
Duplicate Detection is more than a way to eliminate inconvenience and data duplication. To a law firm, the ability to detect if a client is already in their database could prevent costly conflicts of interest. Duplicate detection features in CRM4Legal intelligently and passively determine if duplicate entries exist.