Refreshing

law firm CRM

Client Engagement provides a familiar user experience that enables law firms to create a single view of the client, deliver more personal engagements, and better target business development activities through data-driven decision-making.

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Empowering your firm by…

Enhancing Collaboration and Client Management

With Client Engagement, lawyers gain a secure, centralized space for collaboration with their team and clients by leveraging business solutions that allow document sharing, task tracking, and bill monitoring. By aggregating intelligence from multiple sources, Client Engagement offers a comprehensive view of clients, enabling lawyers to understand their clients, improve their efficiency and streamline their client management process.

Improving Client Service with Feedback Analysis

Improve their client service by providing a channel for clients to give feedback and leveraging artificial intelligence (AI) to analyze the data. Using Microsoft's AI-powered sentiment analysis, identify trends in client feedback, both positive and negative, to understand their clients' perspectives better. This analysis can help firms identify warning signs and compliance risks and improve their service accordingly, resulting in a better overall client experience.

Driving Business Growth with Cross-Selling

Identify cross-selling opportunities within your existing client base quickly and efficiently by collaborating across the firm and leveraging native LinkedIn integration. By working together with business development, lawyers can spot opportunities to offer additional services to clients. To ensure progress does not stall, automated reminders can prompt lawyers to follow up on these opportunities. Additionally, focus teams can be alerted when updates to a client record are made, ensuring that all relevant parties are aware of potential cross-selling opportunities.

Targeting new business with precision

Providing timely responses to prospective clients improves your chances of winning new business. Client Engagement captures new leads and ring-fence the data in a central repository. By establishing process flows and automation, your firm can ensure that enquiries are directed to the appropriate teams and lead nurturing is guided effectively. By analyzing win/loss data, your firm can identify areas for improvement in the management of opportunities and refine your approach to lead generation and management.

Automating marketing list creation

Improving the accuracy of marketing lists saves valuable time, enabling marketing teams to focus on other critical business activities. Streamline marketing list management by automating the process to keep pace with changes to contact, lead, and account records. By integrating with email marketing solutions, firms can track their communications against individual contacts, gaining insights into which messages are resonating with their audience.

Informing Decisions with Custom Dashboards

To make better-informed decisions and launch initiatives, leverage custom-built dashboards and reports in Power BI. These dashboards can be tailored to each role within the firm, providing real-time access to relevant and meaningful data. By visualizing key metrics and KPIs, decision-makers can quickly identify areas for improvement and take action to address them, streamline their decision-making processes, improve overall performance, and stay ahead of the competition.

Client Engagement for…