Post on 20-Jan-2017
transcript
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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