Global News
Aderant, the world’s largest independent legal software company, announced today that Aderant CRM4Legal 5.2 is now available featuring a sleek new contact import tool that enables initial mass import, duplicate detection, and relationship creation from an attorney’s Microsoft Outlook contacts into CRM4Legal. A complete and accurate database enables firms to achieve new levels of efficiency, success, and profitability.
The most important assets in any CRM system are the contact and client records as well as the relationships supporting them. The new CRM4Legal onboarding tool enables firms to import contacts from Microsoft Outlook using a wizard with the ability to dictate the behavior of Outlook when syncing fields, such as determining which fields are public or private and which data is protected. User relationships are created and updated to protect both existing, private information and also to blend information to create public records for use in business development and client care programs. A robust and highly configurable data review module tool allows firms to review and selectively incorporate data from various lawyers’ Outlook records into the public CRM with minimal disruption.
“Firms recognize that while rainmakers are still essential to building their business, they also need the support of a comprehensive business development and marketing strategy that enables more professionals in the firm to impact new business and client relationships,” stated Chris Giglio, chief executive officer for Aderant. “Aderant CRM4Legal provides a comprehensive view of relationship networks, prospects, and clients while delivering the tools needed to conduct everything from routine client mailings to sophisticated business development and client care programs.”
CRM4Legal, powered by Microsoft Dynamics CRM, provides firms with the marketing, business development, and client management capabilities necessary to grow the business and drive profits while improving client satisfaction. It was built specifically for legal professionals by a development team that has years of Microsoft Dynamics and law firm marketing experience. Because it is built directly into Microsoft Office and Outlook, it provides a familiar and intuitive work environment that fosters user engagement and productivity.
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