Attract & Retain New Clients

Attract clients by building knowledge about them, relationships and trust. Know who you are ideally suited to attract. Communicate a difference that makes you stand out. Deliver content that addresses the specific needs of your client. Become easily found and build a team of strategic partners, sponsors and client champions willing to help prospects find you. Focus on repeat and referral.

Study every potential client contact point and turn it into a remarkable experience – communicating fully, often and truthfully during transactions and service. Implement processes that allow you to measure and communicate the value your service has delivered to a client.

Test Drive

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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.