ProjectModule 4

1

Time Tracking

Case/Project

Management

2 3 4

Legal BD Legal

Marketing

Legal Client

Care

Legal

Project

Microsoft

Dynamics

CRM

2015

Microsoft

Office

2010 & 2013

Microsoft

SharePoint

(or NetDocuments)

MailChimp eMarketing

Document Automation

Web2CRM

GlobalCalendar

NetDocuments Integration

xRM4Legal provides an easy, familiar interface that the lawyers know and use every

day. As they say, if you know how to use Outlook, you know how to use Microsoft

CRM! Another major benefit of the solution is improved integrity of information with

both Web and mobile access. New case types – forms, fields, views, reports, charts

and dashboards – can be quickly and easily added and configured by business users

rather than programmers.

The priority here is capturing details with minimal mouse clicks including lawyer and

related record/s. We start in Outlook Favorites where the default view is Active

Organizations. We can filter this view by selecting a different System View if required.

The right side of the screen provides a quick preview of the selected record.

Role selection hides or displays certain tabs. These tabs, fields and associated

business rules are easily configured to meet firm and department needs. Once the

Role is selected it is just a matter of completing a few business required fields so we

can save the record.

The priority again is simplicity, capturing details with minimal mouse clicks including

related records. The easiest and quickest way to add a new Person record is in the

context of an existing Organization record.

Certain information is pre-populated such as Parent Record, Business Phone and

Address. Like the Organization entity, selecting the applicable Role hides or displays

certain tabs. Click on form sections to see other details.

To create a new Case record, click on the Cases folder and click the New Case button.

Based on the selected Client and Case Type, the Case record adjusts dynamically with

required Case Resources, Billing Events, Services Provided and Costs Incurred –

automatically populated based on firm and department business rules.

Manage all the activities related to a Case including Appointments, Emails, Phone Calls

and Tasks.

Depending on the logged in user and their method of access (Web, Outlook or

Mobile) there are several different ways of adding a new booking / billing event. The

Case Resource, Start and End Dates and Times can be selected with options to enter

Hourly Rate, Duration and Booking Type together with Subject and Description.

From here we can manage Document Management Settings, SharePoint Sites and

Locations. Created documents are automatically filed in SharePoint and can be

emailed in PDF with associated email template.

Audit History automatically tracks who changed what and when with details of old and

new values displayed. Click Filter on: to select and view specific field changes.

From the Search CRM data box there is access to Global Search. Global Search

performs searches of strings in all entities and attributes configured in Search Settings.

Typing a word or phrase allows us to search across CRM entities, Tasks, Emails, Letters,

Appointments etc. A single click allows us to drill down into Person, Organization,

Case records and more.

www.xRM4Legal.com

DBlumentals@xRM4Legal.com