CRM
CRM (Customer Relationship Management) solutions allow for the full management and administration of an organization’s customer relations, including the ability to keep and track information about customers (or clients), providing a searchable database that stores customer information and related documents and records interactions with customers. In law firms, the information stored will often include not just the contact details for a client but also the relationship partner, any additional connections between the firm and the client, and notes on events, meetings or calls with the client. More sophisticated systems will provide data analysis capabilities and predictive qualities that support business development. In legal, InterAction (LexisNexis) has been a common system, however many firms are now switching to leading inter-industry solutions such as Salesforce.

Products and Solutions

View Full Directory

Resources About Document Management

Our guides are written by industry experts

Document Management the landscape
An overview of Document management landscape including trends in technology, key players use cases, adoption best practice
Explore
A selection of tools that help you explore the players so you can make a shortlist,
Procure
An overview of Document management landscape including trends in technology, key players use cases, adoption best practice
Implement
An overview of Document management landscape including trends in technology, key players use cases, adoption best practice

View All Content

Buyer's Guides

Premium Vendors offer a buyers guild to help [placeholder]

View All Buyer's Guides

Know-How
View All Know-How
We use cookies to monitor the performance of our website, improve user experience, and assist in our marketing efforts. By continuing to browse our site, you agree to our use of cookies.