sa.global: Introduction to legal360 engage

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To overcome common barriers to CRM success, today’s law firms need software tools that can automate the capture of client interactions, enable cross-practice business development initiatives, and provide critical insights around the firm’s relationships and growth initiatives. 

Built natively on the Microsoft Dynamics 365 platform, legal360 engage helps law firms gain a 360-degree view of their clients, matters, contacts, pursuits, and relationships. legal360 engage is the only CRM solution that provides a comprehensive and integrated suite of automated enterprise relationship management (ERM), marketing, business development, and relationship intelligence tools, specifically designed to support the unique needs of law firms.

The core features of legal360 engage include:

ERM

  • Client and contact data management
  • Automated Outlook signature scraping and contact harvesting
  • Seamless data contribution to CRM
  • Intelligent relationship connections
  • Automated activity tracking
  • Real-time data change notifications
  • Data quality reporting and workflows
  • Advanced relationship and client data analytics
  • Pre-configured relationship dashboards
 
Business development
  • Client and industry teams
  • BD plans and cross-practice collaboration
  • Referral tracking
  • Competitive tracking and analysis
  • Case and matter information tracking
  • Staff and experience tracking
  • Opportunity (pursuit) management
  • Proposal and document assembly
  • Approvals and workflow throughout
 
Marketing
  • eMarketing integration
  • Marketing automation
  • List management
  • Marketing campaign tracking
  • Event management
  • Social
 
Relationship intelligence
  • Global relationship tracking
  • High-value contact identification
  • Strength of relationship ‘scoring’
  • Who knows whom?
  • Who’s communicating with whom?
  • Relationship dashboards
 
Learn more by downloading the brochure.
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