e1 Metis - CRM for Legal

New business development within a firm features two vital components. The first is the relationships the partners build with their clients and contacts.

The second is the firm’s strategy for development, focusing on carefully selected target clients in addition to uncovering business development opportunities within their existing customer base.

Both components require the firm’s workforce to have access to up to date information whenever and wherever they need, thus ensuring that interactions with their clients and prospects are efficient and productive.

e1 Metis provides firms with a powerful platform upon which to collate relevant data such as client profiles, strategic development initiatives, notes and upcoming activities.

As a whole the e1 Metis architecture has capabilities designed to enhance user adoption and productivity married with capabilities to improve the efficiency of the entire firm.

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e1 Metis CRM for Legal - Overview
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Snapshot of Benefits by Users/Teams:

Fee Earners
Campaign Team
Events Team
Relationship Partners
Business Development
Secretaries
IT Team
Finance Team
Other Benefits

Benefits for Fee Earners:
- Easy to use web interface
- Full visibility of client information
- Outlook integration

Benefits for Campaign Team:
- Powerful client and prospect segmentation
- Campaign tracking and reporting
- Client touches recorded for fee earners and partners to see
- Closed-loop email marketing enabling visibility of which articles client has read

Benefits for Event team:
- Separate event functionality operates on single firm wide data
- Automate event processes such as emailing event information to delegates
- Auto reporting to relationship partners saves hours of internal communications
- Links to website for automated registration available

Benefits for Relationship Partners:
- Auto notifications of ALL contact with their clients
- Taxi Reports
- Clients attending seminars
- Clients receiving marketing communications
- Easy proof of Money Laundering compliance

Benefits for Business Development:
- Easily track bids and referrals
- Common database for firm wide usage
- Segmentation of clients into tiers
- Auto reminders for client review activities
- Outlook integration

Benefits for Secretaries:
- Single database for all client address info etc.
- Minimal time spent dealing with campaign and events teams but full visibility
- Outlook integration

Benefits for IT:
- SQL Server database
- Integration ready for links to Pracise Management, Exchange, website, Document Management etc.
- Modern development environment - .net
- Integrates with MS Outlook or Lotus Notes


Benefits for Finance:
- Low cost licenses for large numbers of fee earners giving them tools to be part of project at realistic cost
- Financing options


Benefits of dealing with e1 Business:
- Help with business and data as well as the technology
- Good references
- Experienced project team
- Single minded CRM focused team

Benefits of our user group:
- Share best practise with other similar firms
- Prioritise ongoing development requests

For more information on e1 Metis CRM please contact e1 on (01962) 718270 or email geof.gibbons@e1business.com