Legal Point

Powered by Microsoft Dynamics and CRM4Legal

A Solution Framework / Built for Long Term Success.

Improve communications, build teamwork, define and implement a winning firm-wide client relationship management strategy that increases profits and reduces costs.

LegalPoint is an end-to-end legal technology solution that helps law firms accurately map core business drivers and strategies toward enabling technologies.  The LegalPoint solution framework allows you to clearly define and prioritise these requirements and map out a technology delivery plan that delivers the fastest IT investment payback at the lowest total cost of ownership.

Law firms require a unique combination of IT infrastructure to complement the flow of information and careful tracking required to efficiently provide exceptional legal services while keeping costs under control.  These usually fall into four major categories, including Practice Management Systems (PMS), Document Management Systems (DMS), Financial Management and Relationship Management (CRM). Traditionally, these areas each operated independently causing serious operational inefficiencies.

LegalPoint provides a unique platform to integrate information flow providing more accurate tracking and streamlined processing of valuable client data.

Law firms require (in a CRM)

1. A single repository of client information
2. An all-round view of a client, their business, and the firm’s relationship with them
3. A system that focuses on actual client relationship information
4. A highly customisable system that can be tailored to the way they already work
5. A system that is future-proofed for ongoing development that suits the legal industry
6. A system that focuses on users not technology
7. User-friendly functionality, enabling easy user adoption and maintaining user retention
   
   

LegalPoint contains a flexible CRM solution that works the way a law firm works, adapting to each firm’s culture with its unique way of responding to client needs.  

Based on the familiar look'n'feel of Microsoft Office, LegalPoint will enhance your end-to-end customer management – enabling growth in your client base, and increasing profits & ROI.

• Improves organisation and delivery of marketing and business development initiatives
• Enables better succession planning by institutionalising client relationships
• Integrates all client management & contact data into outlook
• Streamlines client contact responses by automating key communications
• Maximises growth and revenue opportunities by better management of client engagements
• Increases returns and responses on new business bids through enhanced tracking
• Boosts profit by creating up-sell & cross-sell opportunities through data mining

LegalPoint, works with familiar Microsoft products to give any firm a new way to stay connected with clients.

• Drive Productivity and User Adoption with Microsoft Office Outlook - A combined LegalPoint and Outlook user experience helps to improve user adoption by providing a familiar and flexible user interface, helping to minimise resource and training investments.
  
• Visualise CRM Data with Microsoft Office Excel - Easily analyse, manipulate and chart client data using tables and formulas directly in Excel.
  
• Create Communications with Microsoft Office Word – Leverage Word’s templating system to reduce effort and maintain consistent firm branding and quality standards.  Webbased access to tools and templates enable people to work anywhere, whether in the courtroom, travelling or working from home.
  
• Share Information through Microsoft Office SharePoint Server – Share LegalPoint data with clients, business partners, and the general public, enabling them to submit requests, track status, view information, and see results through Microsoft Office SharePoint Server.
  
• Communicate in Real Time with Microsoft Office Communications Server – Enable real time collaboration between practice group teams, whether in the same office, a different city or on the far side of the globe.
  
• Organise and Unify Communications with Microsoft Exchange Server - Synchronise and store all of your LegalPoint activities, including e-mail, letters, tasks, events and phone messages to better organise and record your communications.
  
• Create Flexible Processes with Microsoft Windows Workflow Foundation - Promote consistency in your law firm with workflow tools to support discrete services and business processes within individual practice units or across the firm
  
• Build Reports Quickly with Microsoft SQL Server Reporting Services –Wizard-based reporting tools empower end users to quickly create their own reports based on LegalPoint CRM data, such as practice performance, business development forecasts, and client satisfaction.

The Benefits of Relationship Management in Legal

Now more than ever, law firms are improving staff, partner and client relationships by leveraging user-friendly Microsoft technologies to replace inefficient manual processes. Designed using Microsoft’s award winning CRM platform and provides an impressive array of benefits, like:

• Identifying and managing key law firm-client relationships
• Simplifying list and event management processes
• Minimising user errors with automated workflows and data quality control mechanisms
• Reducing redundant data entry through automated data quality checking and de-duplication
• Increasing lawyer and law firm staff retention rates
• Maximising user productivity through Microsoft Office integration including Outlook, Excel, and Microsoft Word
• Saving time with advanced search capability and shared schedules
• Enhancing records management with customisable HR, practice and document management integration
  
  

With recruitment fees, salary guarantees, relocation costs, benefits, bonuses and practice marketing at an all-time high, law firms and legal departments are spending hundreds of thousands to attract lawyers. These lawyers generate millions in yearly client revenue for the firm. Investing in client relationship management can save hundreds of thousands of dollars by streamlining the recruitment and management of these valuable resources, improving retention rates and providing detailed performance analysis.