Legal software company Aderant releases new version of CRM4Legal

Legal software company Aderant releases new version of CRM4Legal offering integration with aderant expert and enhanced contact synchronisation

Client relationship management for legal professionals now provides out-of-the-box integration with Aderant Expert and direct contact sync from Microsoft Exchange

Aderant, the world’s largest independent legal software company, has announced the release of Aderant CRM4Legal 5.3, the company’s integrated marketing, business development, and client communication system. The release primarily focuses on advanced integration between CRM4Legal and the Aderant Expert practice management system, and Microsoft Exchange.
As part of the new release, CRM4Legal now provides direct, out-of-the-box integration with the Aderant Expert practice management system, allowing firms to easily integrate client and matter data from Expert with contact and company data in CRM4Legal. The Expert Integration Manager enables firms to customise the data they integrate and to manage, schedule, and monitor the ongoing synchronisation. Combining financial data with contact and company CRM data, provides a firm with additional insight into its contact and client relationships, marketing and business development initiatives, and cross-selling opportunities.
CRM4Legal 5.3 also includes a new custom contact synchronisation engine, Contact Connect, which allows contacts to sync directly between Exchange and CRM4Legal. Contact Connect includes a comprehensive synchronisation audit trail to enable the monitoring and maintenance of all contact records synching between Exchange and CRM4Legal. Combined with CRM4Legal’s Outlook Onboarding tool, firms can more seamlessly manage the complex web of relationships and data changes required by law firms and other professional organisations. Further, Aderant maintains Microsoft Gold Certified Partner status indicating the highest recognised level of expertise in offering development services based on Microsoft technology.
“The legal and professional services industries rely heavily on relationships,” shared Chris Giglio, chief executive officer for Aderant. “The Aderant CRM4Legal solution enables closer relationships with clients and helps firms achieve new levels of success and profitability. Expanding these integration capabilities enhances the amount and quality of data available to a firm, providing the insight firms need to carefully develop their growth strategy.”

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