Microsoft CRM For Legal Practices

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Microsoft CRM For Legal Practices

eBECS Microsoft CRM LEGAL provides you with a simple, non-interruptive way to integrate and consolidate client information throughout various systems in your firm. By transforming the traditional, complex CRM into a more clientcentric process, we help you shift focus from a Matters-driven environment to one that is more Client-driven. With eBECS LEGAL, you can effectively deliver the advantage of a single point of access to critical information—without interrupting the established workflow of the people who enter it.

The new Legal market challenges

UK Law organisations have faced major challenges since the financial crisis in 2008 and changes in the legal market have had a big impact on a wide range of stakeholders, including fee-earners, legal support staff, clients and suppliers.

Revenue: the client is demanding “more for less” through fixed price fees, along with a clear procurement policy and clearly defined budget tracking.  Each matter must be managed and completed more efficiently, with billing no longer based on an hourly rate.

Legal Process Outsourcing: and the reorganisation of internal billable legal resources this has driven changes to the legal business model and structure.  Creating new legal service units (LSUs) to carry out non-fee-earners work is now commonplace, with practice areas sending work to a central support group.  It is estimated that the global LPO market will double in value by 2015 to more than £2bn.

Panels: it is often necessary to be on the panel just to be considered for new work from existing clients.  This means that law firms must work alongside competitors and differentiate themselves through better knowledge sharing, efficiency and client relationships.

Regulation: affects every step of the legal process, and proactive tracking and support of these regulations should form part of the “legal desktop”, so as not to become an administrative burden.

The case for a more flexible CRM platform

Legal Project Management: the ability to respond to market conditions and regulatory changes, increases the need to better manage relationships and processes inside and outside the law firm.

With an ever increasing complex network of stakeholder relationships, panel information, work profiles, budgets and key delivery dates, a flexible CRM platform is fast becoming a core system at the heart of every law firm.

eBECS Legal Desktop: our legal solution for Microsoft Dynamics CRM, delivers the flexible platform required to better manage complex relationships and matters, and supports the rapid changes required to meet the demands of UK law firms.

eBECS Legal Desktop

The eBECS Legal Desktop is powered by the Microsoft platform, which is a collective term for the information systems and integration required to support the Law Firm – its practice areas, fee earners, clients and suppliers – the eBECS legal desktop is fully integrated to your working practices.

The diagram below represents the common areas of information that can be presented in a meaningful legal process, though your own familiar and intuitive desktop application (Microsoft Outlook):

Microsoft CRM For Legal

Microsoft Dynamics CRM leverages your existing investment in Microsoft technologies, but also allows other disparate applications (e.g. Practice Management, Document Management, HR) to be consolidated into a single legal desktop.

Microsoft Dynamics CRM 2016

The primary goals of CRM are to optimise the firm’s revenue and profit, while reducing costs through improved interactions across clients and matters.

CRM accomplishes these goals by empowering the fee earner with a legal desktop that provides greater visibility into client information, helping to make better use of client data to drive successful firm outcomes.

Microsoft Dynamics CRM offers firms of all sizes a fast, flexible, and affordable solution for growing profitable client relationships. Its familiar, native Microsoft Outlook integration drives user adoption and improves productivity. Microsoft offers flexible deployment options (both on-premise and cloud) for firms to maximise their investment and realise enhanced value.

Benefits to the Law Firm

Microsoft Dynamics CRM delivers the following benefits for UK law firms:

  • Complete Microsoft Outlook integration
  • Integration with Practice Management, HR and Document Management systems
  • Improved management of all contact relationships
  • Support Bribery act reporting for benefits provided or received
  • Create and track Budgets by team, matter or work type
  • Success tracking and definition (ratings by deliverable, lawyer, firm or panel)
  • Better management of Referrals (work in/out, by value and work type)
  • Tracking of Education, Training and CPD
  • Event management and integrated email marketing
  • Legal Panel selection and monitoring
  • Windows 8 and iPad app to support mobile working

Microsoft Dynamics CRM offers firms of all sizes a fast, flexible, and affordable solution for growing profitable client relationships. Its familiar, native Microsoft Outlook integration drives user adoption and improves productivity. Microsoft offers flexible deployment options (both on-premise and cloud) for firms to maximise their investment and realise enhanced value.

For more information about eBECS Legal ,please contact us.

 

 

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