November 2014

Introduction

1. xRM4Legal is a Client Relationship Management / Business

Development / Matter Management platform for the global Legal

Services Industry, powered by Microsoft Dynamics CRM

2. A key value proposition for Microsoft Dynamics CRM is its tight

integration with email – both Microsoft Outlook and IBM Notes – if

you know how to use email, you know how to use CRM

3. While law firm professional staff are great consumers of CRM

information they are not active contributors

4. To guarantee CRM user adoption and successful firm-wide rollouts,

the xRM4Legal “Fee Earner Interface” dynamically displays CRM

content where the professional staff need it most – inside their

email system with single mouse click access

Highlights

1. Instantly view xRM4Legal CRM information from Outlook or Notes on a context sensitive basis

2. Quickly preview Clients, Opportunities, Matters and more

3. Click to add a new Contact record to CRM

4. Click an Organization, Opportunity or activity to view the record in CRM

5. Click an email address to immediately send an email

6. Click a phone number to auto-dial the Contact

7. Integrate other CRM entities within the Fee Earner Interface – like Bookings/billing events, Invoices etc.

8. No more searching for information, the xRM4Legal Fee Earner Interface delivers it automatically to you

Value Proposition

1. No requirement for Fee Earners to learn a CRM system

2. No “user ability” barriers

3. Continuous information delivery encourages Fee Earner participation in CRM strategy

4. Immediate access to client information improves service levels and collaboration

5. Easy Fee Earner contribution of essential contact/CRM information (workflow drives completion by Admin)

6. Embedded across Fee Earner Outlook and SharePoint workflows

7. Enables full Fee Earner participation across all CRM, BD and client service processes

The Microsoft Outlook 2013 Interface

CRM Folders in

Outlook Favorites

xRM4Legal Fee

Earner Interface

CRM Buttons in

Outlook Ribbon

Extended CRM

Folders

Information Sharing / Integration Benefits

Click to add a new

Contact right into

CRM. First and

Last Names appear

automatically

together with e-

mail address

Quick and Easy Search…

Add, Edit or View xRM4Legal Contacts directly

in Notes.

The Fee Earner Interface can be configured to

Add, Edit or View any other xRM4Legal

entities and fields maintained in xRM4Legal

Increases User Adoption

xRM4Legal user adoption is

greatly enhanced as CRM data is

viewed each time an email is

accessed.

Integration reduces the time it

takes to navigate to your

xRM4Legal data – just click the

client link to open your CRM

record

Review Opportunities

Just click the

Dynamics

CRM icon to

open

Check Appointments

Send an E-mail

Just click the

Primary E-

mail address

held in CRM

to send an e-

mail

Look Up an Address

Just click the

map icon to

look up an

address or get

directions

Create Related Records – Opportunity

Click the “+”

sign

Create Related Records – Appointment

Click the “+”

sign

In Summary

1. Immediate access to all your xRM4Legal data from within Microsoft Outlook

2. Ability to access and update CRM records on a context sensitive basis

3. Easily create/view/edit xRM4Legal data with just a single click

4. View information from other applications like Google Maps, Jigsaw, Skype etc.

5. Email or call Contacts and Leads with one click

6. Drag and drop an email signature to create a new CRM record

7. All the CRM information you want, when and how you need it!

Contact

www.xRM4Legal.com

DBlumentals@xRM4Legal.com