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The Legal Services Industry

“The headcount of

secretarial, administrative

and shared service staff

is falling at top- and mid-

tier firms alike.”“Outsourcing back-office functions is well established among top-tier law firms with 44% of the largest law firms doing this over the last 12 months. .”

“The biggest

component of a law

firm’s cost base tends

to be its staff, giving

rise to a high fixed

cost base.”

Achieve sustained

growthin a competitive, evolving industry

Maintain the

trustof today’s demanding clients

Meet growing demands for

compliance

Implement technology tools

that drive greater operational

efficiency

Capitalize on explosive growth of

socialnetworks and channels

Economically address demands for

greater

mobility

33%of clients have dropped at

least one law firm in the past

year

35%of law firms have seen an

erosion of market share

35%is the risk of attrition when

a law firm serves a client in

just one area of law*

5%increase in client retention

can increase profits between

25 to 125 percent

* When five or more law firm partners are involved with a client,

fewer than 10 percent leave the firm.

Improvemargins and

achieve growth

Rapidly evolveservices and

practice areas

Personalize the clientexperience

Streamline firmprocesses Compliance

360-ViewClientProfile

Become a more client-centric firm

Addressing the Challenges with Microsoft Dynamics CRM

Give partners and staff a 360-degree client view so they can act as a true “trusted advisor”.

Identify new opportunities (potential new matters) with robust segmentation, analytics and BI capabilities right within CRM.

Increase wallet share via more targeted and relevant client planning, cross and up-sell offers.

Capitalize on “moments-in-time” with a CRM solution that can be used in the office, on the road, in the court room or anywhere client interactions occur.

Make it easy to adopt CRM and seamlessly track all client communications in a native Microsoft Outlook user interface.

Improve staff productivity by harnessing the powerful capabilities of Microsoft Excel, Word, SharePoint and NetDocuments right within CRM.

Reduce operational costs by automating processes such as new business intakes, pitches and new client/matter inceptions.

Create role-based dashboards that help everyone do their job better, from managing partner to finance, fee earners, and marketing/BD.

Drive interactions that are personalized and relevant, winning and maintaining client loyalty and trust.

Prevent unwanted communications and spam by using powerful privacy preference tracking and integration with leading email, SMS and web form marketing eg. MailChimp, ClickDimensions, ExactTarget.

Arm your partners and staff with complete client and case information that help them resolve client issues quickly.

Measure, track, and visualize key metrics such as client satisfaction, retention, and profitability.

Share best-practices and tips, and foster greater CRM adoption with built-in social and business network integration.

Enable more effective cross-practice group collaboration and legal project management with embedded, powerful Skype for Business capabilities.

Know your clients better and respond effectively using powerful social listening and analytics.

Enable your practice managers to connect anytime, anywhere with your clients via seamless computer-telephony integration.

Take advantage of the robust Process-Centric UI to easily define, automate and track key processes and tasks.

Stay on top of any changes to client information with the powerful Audit Log feature.

Streamline the documentation process with embedded document automation capabilities.

Jumpstart and streamline your compliance efforts with law firm specific templates and process flows.

Provide instant access to client and case information on mobile devices so you can stay connected with your clients anywhere, anytime.

Give your staff the power of choice by providing them with a CRM solution optimized for multiple mobile devices.

Jumpstart your mobile CRM projects by taking advantage of powerful law firm mobile solutions and templates for Microsoft Dynamics CRM/xRM4Legal.

Leverage robust mobile configuration tools so you can tailor CRM to your specific mobile needs.

Microsoft Dynamics CRM: The Right Solution for Legal Services

Intellectual Property Legal Project Management Extended CRM (xRM)

Know your clients and build

personalized relationships

Integrate CRM with IP/trademarks

Use familiar Microsoft tools

Provide valuable advice

Listen and engage with your clients

Manage projects

Proactively identify your most

profitable clients

Provided a unified PM dashboard

Streamline compliance

Leverage the CRM Marketplace

Simplify firm specific development with

built-in core platform capabilities

Transform how you engage with clients

Take advantage of social tools to better listen and communicate

Provide mobile access virtually anywhere on virtually any device

Deliver connected insight with real-time analytics and inline visualizations

Imagine faster, better informed, more efficient client operations.

“The latest update improves

usability across devices

(smartphone and tablet), adds

new security options plus

enhanced workflow and search

capabilities ‘out of the box’. ”

Know your clients and build

personalized relationships.

Use familiar tools with a native Microsoft

Outlook experience.

Streamline every interaction with

automated processes and guidance.

Provide valuable advice based on real-

time data and client insight.

Deliver mobile access to your people

using their choice of device.

Empower the channel with up-to-date

information and collaborative tools.

Start with a 360-degree view of

client information and case

records combined with

automated processes in a

familiar Outlook user interface.

Enable professional staff to

work in a way that is natural

and personal, using intuitive

tools to deliver superior client

service.

Streamline service by unifying CRM data

with case data and project tools.

Listen and engage with tools that help

you understand your client’s needs.

Stay connected with embedded social

and collaborative tools.

Speed service tasks with embedded

guidance, workflows, and contextual data.

Unify disparate service apps with data

integration and UI automation.

Turn your client services center into a

profit center by delivering proactive,

tailored responses.

Every interaction is an opportunity to turn your clients into loyal advocates.

“We now have much better

insight into client, case, time

and billing activities on a

daily basis.”

“We spent much more time

actually solving real

business needs, as

opposed to addressing the

technical details.”

Take advantage of having the

foundation in place, so you can

focus on what’s important:

delivering value to the firm.

Eliminate costly development with built-in

data management, UI, security, reporting,

social, and collaboration components.

Take an agile approach by quickly creating

proof of concept solutions.

Customize rapidly with point-and-click

design tools and workflow creation.

Streamline compliance by automating

regulation-mandated processes.

Reduce costs using widely-available

development resources and technologies.

Use what you already have with a solution

built on a trusted platform.

Law firms are using

Extended CRM

today:• New Business Intakes

• Client Planning

• SMS Marketing

• Web Form Integration

• Email Marketing

• Event Management

• Pitch Management

• Inception

Management

• PMS Integration

Picture a platform that lets you move from idea to solution rapidly at low cost.

Microsoft Dynamics CRMxRM4Legal IP Management

Microsoft Dynamics CRMxRM4Legal Project Management

Microsoft Dynamics CRMxRM4Legal Marketing & BD

Microsoft & xRM4Legal:The Trusted Choice

Why xRM4Legal?

Roadmap: new capabilities create new opportunities

On-demand, on-premises, and hybrid CRM built on one code base

Benefits

“World’s best practice” based on the experience of dozens of Microsoft CRM

law firm projects over half a decade

Next steps

Schedule a “live” demo – 30 minutes

Organize a “proof of concept” – 1 week to 1 month

Run a pilot – including light-house practice group

Rollout firm-wide – targeting wider audience of

professional and support staff

Thank you!

www.xRM4Legal.com