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CRM4Legal by Client Profiles

Visit CRM4Legal.com for in-depth information about CRM4Legal, along with news, events, FAQs and other valuable resources.

CRM4Legal is a fully integrated Client Relationship Management (CRM) system designed for law firms and legal departments, powered by Microsoft Dynamics CRM. CRM4Legal gives you the capability to easily create and maintain a clear view of clients from first contact through marketing, matter management and ongoing client care. With tools to enhance your firms’ marketing, business development, and client care processes — along with native Microsoft Office Outlook integration — CRM4Legal delivers a fast, flexible, and affordable solution.

CRM4Legal helps you drive consistent and measurable improvement in everyday business processes.

Marketing: A clearer view of clients and more informed marketing investments
Segment client lists into distinct benefit groups and then market to one or more of the identified segments using a workflow-driven model. With CRM4Legal, your marketing professionals can leverage tools for:

> Client segmentation
> Subscription and event planning and execution
> Data extraction and cleansing
> Analytics and reporting
> Marketing/business development collaboration tools
> Information sharing portals

Business development: Generate more leads and close more business
Access a complete view of client data online or offline, and leverage tools that enable your business developers to get real-time access to leads, identify cross-sell and up-sell opportunities, and close more deals, faster. CRM4Legal provides:

> Lead, opportunity and bid management
> Account and contact management
> Territory management
> Forecasting and business development analytics
> Offline and mobile device access

Client care: Provide more value to clients
Respond faster to client service issues and empower your service staff to anticipate, address and deliver consistent, efficient client care that contributes to long-term firm, department and practice group profitability. CRM4Legal provides functionality for:

> Account and contact management
> Matter management
> Contract management
> Knowledge-base management
> Service scheduling
> Workflow across teams and groups
> Service reporting and analytics

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