Top 10 Features for Law Firms

Summary

Easy to use Command Bar

•

•

•

Simplified navigation •

Flat user interface •

•

•

Select another area Go to

Home

page

Go to

People

list

View

associated

records

Pop Out

Auto save •

Save

Business process flow •

•

Social activities pane •

Quick Create forms •

Real-time workflows •

•

Enable the mobile law firm

Law firm staff need mobile tools to help them better understand their client,

focus on the right activities and connect in a meaningful way with people inside

and outside their firm

Stay productive on the road or in the courtroom

https://itunes.apple.com/us/app/microsoft-dynamics-crm/id678800460?mt=8#

https://itunes.apple.com/au/app/microsoft-dynamics-crm-for/id723891307?mt=8

Adopt Microsoft CRM/xRM4Legal on devices to:

• Quickly mobilize your rainmakers

• Create a competitive differentiator

• Attract and retain marketing/BD talent

What’s New with Microsoft Dynamics CRM 2013 Licensing (on-premise)

Enhanced use rights across all Client Access Licenses

Dynamics Planning Services included with Software Assurance for Volume Licensing

External user rights included in Server license

Access using mobile and desktop apps

Favorable terms for license transitions from On-premises to Online

✔

Functionality only

From licensing based on…

Access mode

Data privileges

…to licensing based on

• Access via mobile and desktop apps included with all CALs

• Improved use rights for all CALs

• External user rights included in Server license

Microsoft Dynamics CRM 2013 Licenses

U.S. / Canada / Australia prices shown as supplied under Microsoft “ISV Royalty” program.

External user related licensing use rights included in Server license.

Server License

Microsoft Dynamics

CRM Server 2013 /

xRM4Legal 2014

$5,500/instance

Client Access Licenses (CALs)

Professional/

xRM4Legal

Advanced

POWER USER

Essential/

xRM4Legal

Fee Earner

Light-weight access to

custom applications (xRM)

Full marketing, BD, client

care, and custom

applications

Basic/

xRM4Legal

Standard

Basic CRM, reporting, and

custom applications (xRM)

$1,100/user

$400/user

$220/user

Server and Client Access Licenses Professional /

Advanced

Use

r C

ap

ab

ilities

Serv

er

Basic /

Standard Essential /

Fee Earner

Key takeaways

Thank you!

www.xRM4Legal.com