For Attorneys & Administrative Assistants
- Related documents, including RFPs, Proposals
- Team Members and roles
- Pipeline Status
- Activities and assigned Tasks
How can a CRM pay for itself?
Attorneys can see and edit their own opportunity information from Outlook. New opportunities can be added or a contact can be linked to an existing opportunity.
Practice Group Leaders can see and manage all of their own Practice Group’s opportunities.
Firm-wide access provides visibility of all opportunities for all Practice Groups and attorneys.
Trends can be discovered with bar charts by period, e.g. this year, last year, last 12 months, and other period selections. A period in the bar chart can be clicked to see a list of opportunities and related contact communications. Opportunity details include documents, contacts, and assigned professionals, and activities. This Discovery feature is available to individual attorneys, Practice Group Leaders, and on a firm-wide basis.
FAQ for this page
On the Marketing page for the Outlook contact there is a Business Development Opportunities section; all that's needed is to click the "Add Opportunity" button, provide the name and estimate the 1st year revenue. The other data is is filled-in automatically: Start Date, Primary Attorney (User), Contact Name and Company, Practice Group (from attorney), and firm default values for the initial Pipeline stage and Probability percentage.