CRM for Legal Firms

The CRM solution for legal firms that works the way you do, as a natural extension of Microsoft Outlook and tightly integrated with Microsoft Office. Microsoft Dynamics CRM is a full customer relationship management (CRM) suite with marketing, sales, and service capabilities that are fast, familiar, and flexible, helping businesses of all sizes to find, win, and grow profitable customer relationships. Together with the Case and Matter Management module supplier by Crimson Consultants you can view a 360 degree view of your clients, including business development information, marketing information, current and historical matter information - right from within Microsoft Outlook!

Core features of the Crimson Case Management solution include:

• Activity Tracking: Using tools that your staff are familar with, the Microsoft Outlook integration will allow your firm's staff to track all client communications and interactions quickly and easily and allocate the appropriate charge durations.
• Client Management: The ability to profile their client base. Using key business intelligence such as yearly costs bills, claims, and own costs.
• Case and Matter Management: The ability to log all case and matter details, including such information as claimant and defendant parties, costs claimed/settled, reserve and schedule reserve details, court/hearing information, and case offer history.
• Charging Structures: Allowing the business development team to negotiate charging structures with new clients based on hourly rates, fixed fees, based on costs saved or a combination.
• Automated Billing: Providing huge time saving for the organisation by generating invoices based on activities tracked against the case, costs saved or using fixed fee information.
• Revenue Forecasting: Using charging structures the software ensures that each case records the expected revenue based on the type of charging method. This gives the organisation complete visiblity over their projected revenue for the current case loads.
• Other Features: Quality Control (ensuring outgoing communications pass through QC procedures), Auditing (complete auditing of case information), Extended Security model (ensuring the right information is available to the right staff), and letter production (using system templates).
• ISO9000 and quality: The system can be used as a Complaints Management system to complement your existing ISO9000 quality procedures.

For more information on our solutions for Legal firms and Legal service providers, please contact us on 0845 094 2259.