xRM4Legal Risk Management & Compliance

David Blumentals
David BlumentalsDirector, Microsoft Dynamics 365 Practice em xRM Global Solutions, AP Dynamics T/as
Risk Management and Compliance
David Blumentals
Director, CRM/xRM Strategy
DBlumentals@xRM4Legal.com
Contents
1. The “Power of Productivity”
2. Our Marketing and Business Development
   Conversation
3. Our Risk Management and Compliance
   Conversation
4. Our “Extended CRM” Conversation
5. Summary
xRM4Legal Enables
New Conversations with Clients
Uncover                                      Simplify
relationships and                     opportunity and
opportunities                                    pitch
                                        management

Focus on                                   Streamline
marketing and                       risk management,
bus. development                 compliance and audit

Achieve new                           Attain real-time
clients and                              performance
sources of                              management
revenue
Business Development Capabilities

                    Differentiators
                     From “Prospective Client
                       to Cash”
                     Native Outlook Client
                     Robust workflow
                     Insightful analytics
                     Mobile productivity
Next Generation Outlook: The
Right Data at our Fingertips




                                  Provides optimal
                                  visibility into client
                                  records
  Reduces training required

                               Improves teamwork



Increases user adoption
Show in Favorites: Minimise Clicks

               Reduce mouse clicks and windows
               – a time saver for all users




               Can pin frequently accessed
               records (Clients, Contacts,
               Potential New Matters, Inceptions
               etc.)
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 records that fall into
       particular industry risk categories
Excel Export/Import: Improved
Data Access and Reporting



                             True bi-directional sync with Excel




Changes made in Excel are
automatically incorporated
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
Intelligent Docs: Streamlined Assembly


  Quickly create marketing
  newsletters, event invitations,
  instruction letters, Terms and
  Conditions of Business etc.
                                    Embed document management
                                    capabilities of SharePoint




 Select records, highlight merge
 fields, preview and print
Risk Management and Compliance
Capabilities

                     Differentiators:
                      365 client view
                      Integrated People and
                       Competitor information
                      Built-in KnowledgeBase
                      Streamlined processes
Integrated Know Your Client
Information




     Record More
     Addresses,
     Subsidiaries and
     Relationships
                              Access “live” Company
                              Overview, People and
                              Competitor Information
Simplified Potential New Matter
(Opportunity) Tracking



                             Easily and quickly search by File
      Left hand navigation   Summary, Client, Fee Earner etc.
      pane for users that                                               Access Potential New
      want to jump to                                                   Matters with a single
      specific records                                                  click




                                             Can easily scroll down
                                             for required information
Summary and Forecast
Information


                       An effective deal database pulls data into a
                       central repository that would normally be
                       scattered across several firm resources (eg,
                       Practice Management, Finance, HR, Document
                       Management, Compliance etc.). The purpose is
                       to provide a unified profile of each potential new
                       matter for understanding and risk assessment
Selection Criteria/Processes


                        It is critical that all potential new matters are
                        subjected to strong selection criteria, in order
                        that the business of the future meets the
                        strategic needs of the firm. It is far more
                        beneficial to attract the right business in the first
                        place, i.e. “get it right the first time”
Compliance Checklist/Key Dates




                           A simple,
                           Non prescriptive,
                           Flexible checklist –
                           Not a “to-do” list
Terms and Conditions




                       The business case is an integrated solution
                       that leverages existing information already
                       held for marketing and business
                       development while improving overall risk
                       management, compliance and client care…
Built-in Audit History


                         A native audit trail functionality makes it
                         easy to track evolution of CRM data. It
                         shows the Changed Date and Time,
                         Changed By, which field changed, the Old
                         Value and the New Value. Supports a
                         variety of audit compliance legislation:
                         Sarbanes-Oxley, EU 8th Directive, J-SOX
                         and Bill 198C
Compliance Summary Review




                 The hat trick for the firm is a database with the
                 necessary data that can be maintained and used to
                 market the firm, easily mined by administrative staff,
                 such as marketing, finance and Knowledge
                 Management staffers, who can push the much-
                 needed data out to the lawyer/s as and when
                 required
Charts and Dashboards

                   Real-time dashboards deliver advanced business
                   intelligence functionality that is simple to use and easy to
                   change. Users can quickly configure multiple dashboards
                   to monitor performance. The dashboards can be set up
                   for individual or shared use and can include inline charts
                   with drill-down intelligence to visually navigate data,
                   identify trends and uncover new insights
Structured Workflow: Automated
Reminders, Task Creation, Reports


                    Enforce actions/tasks based on
                    pre-defined business rules and risk
                    management procedures




                              Create many steps – for example to
                              send reminder email/s, create
                              tasks, send acknowledgements etc.
Complete Activity/History Tracking




                                        Immediately add new tasks, subject
                                        lines, priorities…




 Record and track any activity –
 email, phone call, task, letter etc.


                                                                        Completely integrated with Outlook
                                                                        email, calendar and tasks
The Evolution from CRM To Extended CRM

Extended CRM leverages the                       Client Relationship
                                                                       Asset Management
                                                 Management
flexible xRM Framework that
allows firms to easily
configure and extend the            Matter Management                           Property Management
capabilities of xRM4Legal to
matter, trademark, resource,
project 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
Extended CRM Capabilities
                            Differentiators:
                             Robust workflow
                              engine
                             Multi-channel
                              communications
                             Powerful BI
                              capabilities
                             Point-and-click
                              configuration
                             Templates
                             eService options
Effortless Configuration



                                           Implement business rules for
                                           mandatory fields and formatting




Add new field attributes, tabs, sections                  Drag and drop to
                                                          move fields,
                                                          sections and tabs
In summary, xRM4Legal:

1. Familiar, intelligent and integrated experience

2. Wealth of legal-centric features

3. Strong law firm value for integrated Risk Management and
   Compliance with Marketing, Business Development, Client
   Care and Extended CRM scenarios



 Call David Blumentals on +61 409 245 354
  Or email DBlumentals@xRM4Legal.com
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xRM4Legal Risk Management & Compliance

  • 1. Risk Management and Compliance David Blumentals Director, CRM/xRM Strategy DBlumentals@xRM4Legal.com
  • 2. Contents 1. The “Power of Productivity” 2. Our Marketing and Business Development Conversation 3. Our Risk Management and Compliance Conversation 4. Our “Extended CRM” Conversation 5. Summary
  • 3. xRM4Legal Enables New Conversations with Clients Uncover Simplify relationships and opportunity and opportunities pitch management Focus on Streamline marketing and risk management, bus. development compliance and audit Achieve new Attain real-time clients and performance sources of management revenue
  • 4. Business Development Capabilities Differentiators  From “Prospective Client to Cash”  Native Outlook Client  Robust workflow  Insightful analytics  Mobile productivity
  • 5. Next Generation Outlook: The Right Data at our Fingertips Provides optimal visibility into client records Reduces training required Improves teamwork Increases user adoption
  • 6. Show in Favorites: Minimise Clicks Reduce mouse clicks and windows – a time saver for all users Can pin frequently accessed records (Clients, Contacts, Potential New Matters, Inceptions etc.)
  • 7. 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 records that fall into particular industry risk categories
  • 8. Excel Export/Import: Improved Data Access and Reporting True bi-directional sync with Excel Changes made in Excel are automatically incorporated
  • 9. 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
  • 10. Intelligent Docs: Streamlined Assembly Quickly create marketing newsletters, event invitations, instruction letters, Terms and Conditions of Business etc. Embed document management capabilities of SharePoint Select records, highlight merge fields, preview and print
  • 11. Risk Management and Compliance Capabilities Differentiators:  365 client view  Integrated People and Competitor information  Built-in KnowledgeBase  Streamlined processes
  • 12. Integrated Know Your Client Information Record More Addresses, Subsidiaries and Relationships Access “live” Company Overview, People and Competitor Information
  • 13. Simplified Potential New Matter (Opportunity) Tracking Easily and quickly search by File Left hand navigation Summary, Client, Fee Earner etc. pane for users that Access Potential New want to jump to Matters with a single specific records click Can easily scroll down for required information
  • 14. Summary and Forecast Information An effective deal database pulls data into a central repository that would normally be scattered across several firm resources (eg, Practice Management, Finance, HR, Document Management, Compliance etc.). The purpose is to provide a unified profile of each potential new matter for understanding and risk assessment
  • 15. Selection Criteria/Processes It is critical that all potential new matters are subjected to strong selection criteria, in order that the business of the future meets the strategic needs of the firm. It is far more beneficial to attract the right business in the first place, i.e. “get it right the first time”
  • 16. Compliance Checklist/Key Dates A simple, Non prescriptive, Flexible checklist – Not a “to-do” list
  • 17. Terms and Conditions The business case is an integrated solution that leverages existing information already held for marketing and business development while improving overall risk management, compliance and client care…
  • 18. Built-in Audit History A native audit trail functionality makes it easy to track evolution of CRM data. It shows the Changed Date and Time, Changed By, which field changed, the Old Value and the New Value. Supports a variety of audit compliance legislation: Sarbanes-Oxley, EU 8th Directive, J-SOX and Bill 198C
  • 19. Compliance Summary Review The hat trick for the firm is a database with the necessary data that can be maintained and used to market the firm, easily mined by administrative staff, such as marketing, finance and Knowledge Management staffers, who can push the much- needed data out to the lawyer/s as and when required
  • 20. Charts and Dashboards Real-time dashboards deliver advanced business intelligence functionality that is simple to use and easy to change. Users can quickly configure multiple dashboards to monitor performance. The dashboards can be set up for individual or shared use and can include inline charts with drill-down intelligence to visually navigate data, identify trends and uncover new insights
  • 21. Structured Workflow: Automated Reminders, Task Creation, Reports Enforce actions/tasks based on pre-defined business rules and risk management procedures Create many steps – for example to send reminder email/s, create tasks, send acknowledgements etc.
  • 22. Complete Activity/History Tracking Immediately add new tasks, subject lines, priorities… Record and track any activity – email, phone call, task, letter etc. Completely integrated with Outlook email, calendar and tasks
  • 23. The Evolution from CRM To Extended CRM Extended CRM leverages the Client Relationship Asset Management Management flexible xRM Framework that allows firms to easily configure and extend the Matter Management Property Management capabilities of xRM4Legal to matter, trademark, resource, project 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
  • 24. Extended CRM Capabilities Differentiators:  Robust workflow engine  Multi-channel communications  Powerful BI capabilities  Point-and-click configuration  Templates  eService options
  • 25. Effortless Configuration Implement business rules for mandatory fields and formatting Add new field attributes, tabs, sections Drag and drop to move fields, sections and tabs
  • 26. In summary, xRM4Legal: 1. Familiar, intelligent and integrated experience 2. Wealth of legal-centric features 3. Strong law firm value for integrated Risk Management and Compliance with Marketing, Business Development, Client Care and Extended CRM scenarios Call David Blumentals on +61 409 245 354 Or email DBlumentals@xRM4Legal.com