Welcome to the Most Experienced Legal CRM Provider on the Planet!

With experience of over 300 law firms and legal departments globally, xRM4Legal is fast becoming the preferred solution for firms large and small. Delivering unparalled levels of help, education, support and add-ons xRM4Legal provides an intuitive, easy to use platform for all law firm needs - from marketing and communications to business development, document management, time and billing and financials.

Make Marketing & Communications Faster
Attract & Retain
New Clients
Better Manage Documents & Emails
Simplify Time, Billing & Financial Management

The Challenge

Data everywhere; missed opportunities; zero relationship management; poor client communications; no history and little if any integration between systems. Unfortunately all too common problems.

Firms have automated business processes. Now they are looking to embed productivity tools directly into business processes to save time and get more productivity out of their practice groups.

Source: The 40% loss of productivity when switching tasks comes from a study done by the American Psychological Association back in 2001: http://www.apa.org/pubs/journals/releases/xhp274763.pdf

Up to 20% of every day is wasted "trying to find stuff".
of potential New Client enquiries go unanswered - "lost" between the enquiry made through the firm's website or reception desk and connecting with a practice group member.
of worker's productivity time is lost when switching tasks.
This costs the global economy $450 billion per year.

How We Help

Technology is transforming our personal lives with apps and services that are simple and intuitive, and deliver helpful assistance to improve our lives.

In contrast the apps and services we use to drive legal business processes are often difficult to trial, hard to use and takes months (if not years) to deploy. Some even make you pay extra for capabilities like visualization, workflow automation and predictive insights.

We imagine a better world for law firm users everywhere. One where you can track new business intakes, drive your business development, track time and billing and improve financial management using modern, mobile, enterprise-ready intelligent business apps from the cloud that are as easy to use as the consumer apps that help us all get rides, book rooms, listen to music and take actions to improve our health.

What we do is work with you to identify:
  • Lost opportunities
  • Unnecessary costs
  • Other inefficiencies

We then prepare a report that helps you take advantage of these opportunities, unlock these costs and remove the inefficiencies.

Based on experience, an average return of 12% of a firm's marketing/BD budget (personnel, communications, events, entertainment) – that's $120,000 for every $1M spent on marketing/BD.

Tools We Use

xRM4Legal (Extended Relationship Management for Legal) is more than just marketing and Client Relationship Management (CRM). xRM4Legal offers the most complete framework for marketing, business development and client care.

Powered by Microsoft Dynamics 365, xRM4Legal's comprehensive platform includes web content, community/alumni management, eMarketing communications, relationship and contact management, social CRM, analytics, time and billing, legal project management and now, NetDocuments email and document management and Gravity financial management. xRM4Legal is backed by a national and international team of legal industry specialists providing design, consulting, technology, implementation, training and ongoing support services.

What law firms love about xRM4Legal is its "universal accessibility" – the ability to deliver amazing client experiences anywhere from web or Outlook as well as any device – iPhone, iPad, Android, Windows, even your Apple Mac!

Best of all, xRM4Legal is available for as low as $60 per attorney user per month in the Microsoft cloud including unlimited email and telephone support ($99 for advanced users).

Just some of the features we include:

  • Lists & Events Management including ON24 webinar integration
  • eMarketing with MailChimp, ClickDimensions and Adobe Marketing Cloud integration
  • New Business Intakes / Client onboarding
  • Bids & Deal flow/Activity Management
  • Introhive Relationship Data Intelligence
  • Legal Project Management
  • Enterprise Case / Matter Management
  • Time, Billing & Docketing
  • Financial Management with Gravity
  • HR Management
  • Document Management & Collaboration with NetDocuments
  • Service Scheduling and
  • Data Integration with leading practice management systems including Thomson Elite and Aderant Expert.

Intelligent Cloud

  • First party business applications are at the heart of the intelligent business cloud. Dynamics 365 xRM4Legal takes a new approach to business applications. Our CRM, time and billing and cloud accounting solutions are unified into one cloud service with new purpose-built apps to help manage specific business functions, including: Marketing, Business Development, Client Care, Communications, Time & Billing and Finance.
  • Power BI and Cortana Intelligence are natively embedded to help firms achieve their business goals with predictive insights, prescriptive advice and actionable next steps. Azure IoT brings device data to enable preemptive action to business functions.
  • Deep integration between Dynamics 365 xRM4Legal, NetDocuments and Office 365 brings together the worlds of business process and productivity. Historically users have been the point of integration between business processes and the email, spreadsheet and word processing tools they use. this meant a lot of time flipping between apps and a lot of cutting and pasting. With Dynamics 365 xRM4Legal, we connect the structured workflow of business apps with the unstructured work of NetDocuments collaboration and productivity for empowered users and a much more productive experience.
  • Business applications adapt and innovate in real-time with a common data model and extensible business application platform. Dynamics 365 xRM4Legal apps:
    • Use a common data model, shared with Office 365, to simplify data management and integration across apps and business processes.
    • Offer tech savvy law firm users, aka "citizen developers," (using Power Apps, Power BI Embedded and Microsoft Flow) and professional developers (using Azure platforms services) a consistent business platform they can use to compose new apps and easily extend and modify existing ones.
    • Come with connectors that let you integrate with applications and services from Microsoft and our partners (eg. MailChimp, ClickDimensions, Introhive, ProRM, Gravity etc) - including custom API’s and on premise systems like Thomson Elite, Aderant Expert and others.
  • We are also supporting Microsoft AppSource – Microsoft's new destination for users to easily find and evaluate line of business SaaS apps, add-ins and content packs from Microsoft and our partners, including those built on top of Dynamics 365 xRM4Legal, Office 365, NetDocuments, Cortana Intelligence and the Azure platform.

Test Drive

To organize your free test drive please complete your details below.
Alternatively, email us today to schedule a quick web demo – Support@xRM4Legal.com

Take a test drive and get a sneak peek at what Dynamics 365 xRM4Legal can do for you.

Available right now, Dynamics 365 xRM4Legal is a new approach to end-to-end intelligent business applications in the cloud. These business applications enable law firms to:

Start with what you need

Dynamics 365 xRM4Legal apps are designed so they can be easily and independently deployed. That means you can start small with the right fit for your role, practice area and specialization and pay only for what you need. Yet they work together seamlessly and fit with your existing systems, so as your firm demands, you can grow into additional capabilities with ease and run your entire firm in the trusted Microsoft cloud.

Support built-in Intelligence

With Dynamics 365 xRM4Legal, Microsoft is the only provider of business applications that infuses big data, advanced analytics and IoT into processes out-of-the-box to proactively guide users & clients to optimal outcomes with predictive insights, prescriptive advice and actionable next steps. Data & insights transformed into action for intelligence where it’s needed. For example, Cortana Intelligence will enable cross-sell recommendations to help predict which services a client will need.

Deliver productivity where you need it

Deep integration between Dynamics 365 xRM4Legal and Office 365 connects the structured workflow of business applications and processes with the unstructured work of collaboration and productivity using NetDocuments. So your users are empowered with productivity tools surfaced in the context of their business processes. For example, a business developer receives an email, and can respond directly in Office with a proposal that is created based on information from both Finance and Business Development apps, stored back to the right app, with right pricing, value proposition etc. All without the user having to leave Outlook.

Be ready for Growth

Dynamics 365 xRM4Legal enables firms to adapt and innovate in real time with nimble, adaptable applications so you can compose, modify and extend processes. Users are empowered to change and adapt without IT. And you can reimagine your law firm business model with a common data model and a flexible, extensible business application platform.