CRM4Legal is typically accessed using Microsoft Outlook. A web client is also available but the Outlook interface uses the familiar experience of Outlook and provides all the functionality of CRM4Legal. The CRM4Legal Client for Outlook accomplishes daily activities without leaving the environment of Outlook – thereby increasing user adoption.
You can also perform the same client management, business development, and service activities in the CRM4Legal Web client – including working with clients, matters, and marketing activities.
Although there are two interfaces available, they both use web forms to access related records to provide a consistent look and feel regardless of the interface used. A third interface, for Mobile Access, enables law firms with CRM4Legal to increase the productivity of their mobile users by allowing them to use CRM4Legal instantly, anywhere.
Mobile Access includes numerous technical and product features with patented technology deployed today in many global enterprises. These features can be summarized by the following unique attributes:
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Proven User Experience. Mobile Access is designed exclusively for wireless users with hundreds of successful deployments worldwide.
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Always-Available Wireless CRM. Work anywhere with instant access to your data online and offline with full CRM4Legal functionality regardless of your location.
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Multi-tasking, Graphical User Interface. Navigate instantly between various records, lists, tasks and applications without losing track of a thing.
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Tight Application Integration. Dial phone numbers, browse websites and compose emails directly from fields. Log emails and phone calls from your BlackBerry or Windows Mobile to account and contact history in CRM4Legal. Use Microsoft MapPoint, MSN/LIVE, and Yahoo! web services to find timely information relevant to your CRM4Legal records.
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Secure and Reliable. Unlike other solutions, smart-client technology guarantees data delivery and complete transaction integrity.
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Rapid, Low-cost Implementation. Automatically inherits your unique CRM4Legal customizations – no programming required – speeding deployment time and control cost.
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> Web and Mobile Access
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