Crm for Legal Services

Client and Customer Relationship Management (CRM)
Exploring CRM for Legal Services

Presented by:

Allan Carton Inpractice Regents Court 1 Lloyd Square Altrincham Cheshire WA14 2RL 26th March 2007 Tel: 0161 929 8355

acarton@inpractice.co.uk www.inpractice.co.uk

Table of Contents

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WELCOME ........................................................................................................................ 3 INPRACTICE..................................................................................................................... 4 EXECUTIVE SUMMARY................................................................................................... 5 RELEVANCE OF CRM IN THE LEGAL MARKET........................................................... 7 EXPLORING THE IMPACT OF CRM ............................................................................. 11 ADOPTION OF CRM BY LAWYERS ............................................................................. 16 BENEFITS & ADVANTAGES OF MICROSOFT DYNAMICS CRM............................... 20 MECHANICS OF IMPLEMENTATION ........................................................................... 26

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1. WELCOME
The legal services market is of great importance to Microsoft worldwide and to the partners we work with closely to meet the evolving needs of both domestic and international law firms. The increasingly competitive legal market is leading many law firms worldwide to consider CRM (Customer Relationship Management) based solutions to help them manage and retain existing clients, to promote their specialist and “life-long” portfolio of clients and to generate new prospect client opportunities. Law firms are significant users of Microsoft products. Lawyers and their support staff are familiar with the Microsoft Windows and Microsoft Office suite which is used extensively across most legal firms, to help lawyers be as productive as possible, to collaborate... [continues]

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