Powered by Microsoft Dynamics CRM 2011, xRM4Legal IP Management for Microsoft Dynamics CRM is an effective, easy-to-use and affordable IP Management System for use by law firms and corporate IP departments.

1. xRM4Legal IP Management
for Microsoft Dynamics CRM
David Blumentals
Director, CRM/xRM Strategy

2. Contents
1. The “Power of Productivity”
2. Our Marketing and Business Development
Conversation
3. Our Client Care Conversation
4. Our “Extended CRM” Conversation
5. Summary

3. xRM Enables New Conversations
with Clients
Uncover Simplify
relationships and application with
opportunities self service client
portals
Focus on Streamline
marketing and filings, renewals
bus. development and disputes
Achieve new Attain real-time
clients and document automation
sources of fee and performance
revenue management

4. Business Development Capabilities
Differentiators
 “Prospective Client to Cash”
 Native Outlook Client
 Robust workflow
 Insightful analytics
 Mobile productivity

5. Next Generation Outlook: The
Right Data at your Fingertips
Reduces training required
Provides optimal visibility
into client records with
real-time analytics
Increases user adoption
Improves teamwork

6. Real-Time Filtering: System-wide and
Personal Views
Allows staff to instantly zero-in on
needed data
Excel-like sort and filter on
each column
For example, you can use filters to
display only debtors or referrers

7. Excel Export/Import: Improved
Data Access and Reporting
True bi-directional sync with Excel
Changes made in Excel are
automatically incorporated

8. Team Sharing: Better Collaboration
Ownership and sharing of records
with clients
For example, you could have a “Large
Client” team made of Partner, Associate,
Paralegal etc.
Team security roles and roll-up
reporting are provided

9. Mail Merge: Streamlined Assembly
Quickly create marketing
newsletters, event invitations,
instruction letters, client follow ups
etc.
Embed document management
capabilities of SharePoint
Select records, highlight merge
fields, preview and print

10. Intelligent Docs: Xpertdoc Output Automation
 Fast and reliable server-side operation
 Can navigate the entire CRM data model, both upstream and downstream
 Can access customisation fields and entities
 Output to Word or PDF
 Attach document to CRM (as note), to SharePoint and more
 Can be run interactively or through a workflow
 Multilanguage support, independently of the user interface and the output itself
 Rule-based assembly of supplemental documents such as T&C and collaterals
 Dynamically embed images, partners photos
 Generate charts from CRM data
 Connect, mix and match with other enterprise data sources (eg. PMS, WorkSite etc.)

11. Xpertdoc: A Sure Thing for Law Firms
 Jurisdiction-specific contracts
and addendum
 Flexible data merge and
document assembly
capabilities
 Advanced track changes and
alert capabilities
 Meets and exceeds the
requirements and expectations
of modern CIOs
 Empowers business users to
maintain, adapt and evolve
their set of templates with little
or no support from IT
 Reduce time to market,
response time and compliance
to regulation changes
 Reduces costs associated with
Labour (Legal Clerks, IT
Engineers, Senior Staff),
Printing, and Postage

12. Client Care Capabilities
Differentiators:
 365 client view
 Easy (self) service
handling/kiosks
 Built-in KnowledgeBase
 Streamlined processes

13. Recently Visited: Minimise Clicks
Reduce mouse clicks and windows
– a time saver for all users
Can pin frequently accessed
records (Clients, Contacts, Matters,
Disputes, Filings etc.)

14. Simplified IP Tracking
Easily and quickly search by IP
Type, Status, Owner, Inventor etc.
xRM4Legal left hand
navigation menu for
users that want to
jump to specific
records
Update IP details with
a double click
Scroll through records
with reading pane

15. Simplified IP Tracking (Key Dates)

16. Simplified IP Tracking (Summary
and Related Classes, Filings etc)

17. Simplified IP Tracking (Filings)

18. Simplified IP Tracking (Disputes)

19. Structured Workflow: Automated
Reminders, Task Creation, Reports
Enforce actions/tasks based on
pre-defined rules
Create many steps – for example to
send email, create task, send
acknowledgement etc.

20. Complete Activity/History Tracking
Record and track any activity –
email, phone call, task, letter etc.
Immediately add new tasks, subject
lines, priorities…
Completely integrated with Outlook
email, calendar and tasks

21. eMail Templates: Instant Bulk
Communications
Full support for email templates
Can easily send out bulk emails to
part or entire client base
Useful for newsletters, events etc.

22. The Evolution from CRM To Extended CRM
Client Relationship
Extended CRM leverages the Asset Management
Management
flexible xRM Framework that
allows firms to easily
Matter Management Property Management
configure and extend the
capabilities of CRM to matter,
IP management etc.
Stakeholder Trademark
Relationship Management
Management
Extended CRM is additive to Employee Relationship Opportunity
Management Management
core CRM and allows firms to
track and maximise the value
Contractor Relationship
of other relationships and Management Pitch Management
assets and in turn extend the
power of CRM.
Supplier Relationship
Event Management
Management

23. Extended CRM Capabilities
Differentiators:
 Robust workflow
engine / dialogs
 Multi-channel
communications
 Powerful BI
capabilities
 Point-and-click
configuration
 Templates
 eService options

24. Effortless Configuration
Add new field attributes, tabs, sections
Drag and drop to
move fields,
sections and tabs
Implement business rules for
mandatory fields and formatting

25. In summary, xRM4Legal:
1. Familiar, intelligent and integrated experience
2. Wealth of legal-centric features
3. Strong law firm value for Marketing, Business
Development, Client Care and Extended CRM scenarios
Call David Blumentals on +61 409 245 354
Or email DBlumentals@xRM4Legal.com