Future-Proofing Law Firm Success: Navigating Modern CRM Challenges with LexisNexis InterAction+
A Trusted Platform for Relationship-Driven Practice
A CRM’s effectiveness is often reflected in the experience of its users. Formal feedback and informal conversations reveal whether a system is seen as reliable, intuitive and aligned with how lawyers and business development professionals work. At InterAction, we encourage firms to ask: “How does our CRM mitigate risk and ensure the integrity of our data?” Confidence in consistent, reliable performance without compromising sensitive information is crucial. Our system is designed to securely support and enhance your firm’s relationship-building efforts while protecting your valuable data from potential risks associated with transitioning to a new platform.
Data Automation to Eliminate Decay and Improve Accuracy
Data decay is a persistent issue. Contact information becomes outdated, duplicate records accumulate, and firms lose confidence in the data on which they rely. A modern CRM must go beyond mere functionality; it should actively support the ongoing management of data hygiene. In many cases, the real challenge is not the system itself, but the processes, behaviours and firmwide practices that surround its use. Simply replacing one platform with another will not improve outcomes without a clear strategy for maintaining clean, accurate data. Effective data hygiene requires deliberate planning, consistent oversight and shared accountability across the firm. When approached intentionally, it becomes the foundation for better decision-making, improved collaboration and long-term operational efficiency.
A Legal CRM That Fits Into Microsoft Workflows, Not Around Them
InterAction+ was designed to work harmoniously within Microsoft-centric law firms, easing user adoption across all departments. LexisNexis® InterAction+™ is integrated with Microsoft Office products, enabling staff to expedite communications via Outlook. Leveraging our Microsoft® Power Automate® connector, InterAction+ enables low-code automation, eliminating manual tasks and streamlining daily work.
For example, legal teams can use the new connector to streamline their digital marketing campaigns by achieving:
- Automated lead capture by collecting website enquiries and other contacts received on email marketing platforms for management in the InterAction+ database;
- Smart list management by syncing opt-in/opt-out status from web forms and e-marketing campaigns directly back to InterAction+;
- Seamless campaign list creation by enabling other digital marketing tools to pull targeted lists directly from InterAction+ via automated workflows;
- Event data synchronisation by automatically syncing RSVPs and custom preferences from a third-party platform (e.g., Eventbrite) back to InterAction+; and
- Engagement tracking by logging all contact interactions (e.g., emails opened, content downloaded, invites sent) in InterAction+ so that the firm’s professionals can understand who is engaging and how best to follow up.
The new InterAction+ Connector is available at no additional cost to all InterAction+ customers.
Modernise Sans Rip-and-Replace
InterAction+ provides the most direct and secure route to upgrading or modernising your legal CRM without losing data, workflows or user behaviours. It preserves the continuity of your current operations, minimising risk and disruption during the transition. With built-in automations and a refreshed user experience, InterAction+ strengthens your firm’s ability to manage client relationships with clarity and confidence. InterAction+ retains what already works for your firm and elevates all processes, introducing next-generation tools to boost efficiency. With InterAction+, your team can engage with clients in more meaningful ways, optimising business development efforts and paving the way for sustained success.
Intentional Data Management
Disconnected systems can limit organisational visibility and efficiency. When marketing, business development and finance platforms function independently, crucial context is often lost. However, replacing one system with another without a clear plan for managing data and workflows will not inherently change behaviours or processes within a firm. At InterAction, we recognise that the true value of a CRM lies in its ability to serve as a central hub that integrates tools, data and departments.
Our CRM is designed not only to connect with financial systems and other key technologies but also to provide a framework for intentional data management. This ensures that your firm benefits from a comprehensive view of all activities, with consistent, synchronised information across the organisation. By aligning new systems with strategic data management practices, firms can build trust and ensure the effectiveness of their processes, leading to informed decision-making and enhanced client relationships.
Data Quality Is Not a Magic Wand; It Is a Managed Process
Data cleanup is not a one-off task; it is a continuous discipline. InterAction understands that even the most advanced automation can fall short without comprehensive human oversight. Precisely for this reason, InterAction pairs intelligent automation with the expertise of dedicated data quality specialists. Our team of subject matter experts works closely with your firm to ensure that contact records remain accurate, structured and useful. This personalised approach helps you avoid the all-too-common (and often embarrassing) pitfalls of so-called “automated” systems that duplicate, degrade or misrepresent client data. With InterAction’s Data Quality Services, firms gain a trusted partner to maintain a clean, centralised single source of truth.
Moving Past Outdated Technology
At InterAction, we understand that some firms may be utilising a generic database solution that was not designed for a legal team. We appreciate that bringing in a new solution can seem overwhelming, which is why we offer a multilayer support system with InterAction+ team members at your disposal.
Migrating to a cloud-based CRM may require effort, but the long-term benefits are undeniable: timely updates, responsive support and continuous improvement. At InterAction, we recognise that not all law firms have the immediate capacity for a full migration. That is why we offer a unique middle step: an option to transition to a hybrid solution. This approach enables your IT team to manage workloads more effectively while gradually transitioning to a fully cloud-based system. InterAction is the only CRM solution that provides this flexible pathway, ensuring that both the platform and the team behind it evolve in tandem with your firm’s needs.
InterAction+ takes a pragmatic approach to artificial intelligence, prioritising meaningful adoption over flashy features. Designed with Microsoft-centric law firms in mind, we integrate AI capabilities only where they deliver genuine value. Rather than overhauling systems, InterAction+ enhances and leverages our Microsoft 365 integration to connect firms where they already work. Firms can access the full Power Platform and Power App suite to design custom AI agents. InterAction+ focuses on strategic AI integrations to enhance your firm’s daily operations and boost performance. By providing intelligent guidance and proactive insights, InterAction+ enables partners to strengthen client relationships and pursue growth opportunities confidently.
Measuring Return on Investment
InterAction was created by legal professionals for legal professionals to reduce administrative overhead, support faster execution and improve user productivity. By streamlining routine tasks and empowering business development professionals with actionable information, firms see direct gains in both time and profitability.
A Strategic Asset for Legal Growth
A modern CRM is more than a technology decision—it is a business strategy. It supports the entire client lifecycle, from initial contact through to long-term relationship development. InterAction provides a solution that reflects the core values of legal service: trust, insight and responsiveness.
As your firm evaluates its approach to client relationship management, the path forward is clear. Invest in tools that support your people, protect your data and unlock the potential of your relationships. InterAction stands ready to help you build a stronger, more connected future.
Ready to Future-Proof Your Client Relationships?
As legal technology accelerates, your CRM must do more than store data. It must streamline workflows, surface insights and enable strategic action. InterAction+ is the CRM built for what is next. Allow us to help you move beyond traditional client management into a future defined by automation, intelligence and growth.
InterAction is designed to help firms address these challenges, providing technology that supports the relationship-driven nature of legal practice while aligning with modern business development needs.
