SOLUTIONS ::
CRM ::
Microsoft CRM Industry Solutions ::
Microsoft CRM for Legal
Understanding your clients and their business is essential for identifying both new and cross-selling opportunities. To achieve this you need to be fully aware of all client developments and interactions, something that CRM solutions haven’t effectively delivered to Legal Firms – until now.
Aspective Client Management for Legal firms gives your Fee Earners and their team’s access to a comprehensive and powerful database of client activity. As this centralised knowledge base builds, simple automated service gap analysis reveals which customers are likely to respond to which services and what characteristics they share – allowing you to save time and increase profitability. In addition, because we understand time lost adjusting to traditional CRM systems translates as lost billable hours and revenue, Aspective Client Management is designed to streamline business processes and achieve higher levels of profitability without changing the way you work.
Aspective’s understanding of the challenges facing Legal firms is born out of considerable experience delivering CRM within the sector. For more information and details of how we can help you make an informed decision, request a free copy of our white paper ‘Aspective Client Management For Legal Firms’.
The applications for Microsoft CRM for Legal are outlined below.
Fee Earner & Secretary usability
- Native Outlook and Office User Interface
- Single interface, Matters, Clients, email and diary
- Flexible Advanced find directly from Outlook
- In depth Office usage, Word Mail Merge, Excel pivot tables
- Private and Corporate Client Activity Tracking
- Maintain visibility of activities through Outlook
- Send emails & make appointments in CRM through Outlook
- Add Clients & Matters through Outlook
- Mobile Client (Blackberry or mobile browser)
- Proactive Alerts and notifications (Watch Lists)
- Referral Tracking
- Internal or External Referrer
Marketing & Business Development
- Service Gap Analysis to capture Cross-Selling opportunities
- Pitch Management
- Cross Selling – including Corporate to Private Client
- Client Prospecting & Marketing
- Mail, eMail & phone
- Client Prospecting & Marketing
- Campaign Management
- Comprehensive Event Management
- Powerful reporting tools
Business Processes
- Client Engagement and Opening Process
- Capture required information and associated tasks
- Matter Engagement and Opening Process
- Capture required information and associated tasks
- Time & Billing Management (if required)
- Conflict Checking e.g. Employee & Employer
- Claimants and Insurance Business Process
- Personal Injury
- Recovery and Insolvency Business Process
- Debt Recovery Service
