A modern Cloud-based system that takes over from older legacy systems like: https://businessentitysoftware.com/ and http://www.quorumcentral.com/

1. Corporate Administration & Compliance
David Blumentals
Director, CRM/xRM Strategy
DBlumentals@xRM4Legal.com

2. Contents
1. Next Generation Outlook
2. Meeting Management & Communication Tracking
3. Members & Officers Recording
4. Company Profiles
5. Business Licenses
6. Intellectual Property, Filings & Disputes
7. Expense Management
8. Documents/Templates Management – SharePoint Integration
9. Workflow Automation
10. Dashboards and Reports

3. Next Generation Outlook: The Right Data at
our Fingertips
Provides optimal
visibility into client
records
Reduces training required
Increases user adoption
Improves teamwork

4. Work in Outlook, the Web or Mobile Device
Fully integrated with
xRM4Legal Case
Time & Billing,
Marketing & Call
Center Management

5. 360 Client View
Access “live” social &
business network
media content, People,
Family Tree and
Financial Information
Record Branches, Related
Entities, Meetings Held &
Customizable jurisdictions
Pending, Subsidiaries,
with multilingual support
Contacts, Members &
Officers, Documents & More

6. Meeting Management & Communication Tracking
Record unlimited meetings – AGMs,
EGMs, Directors & Owners etc –
including Files, Notes, Tasks, Emails,
Phone Calls, Letters, Faxes & other
activities (resolutions, shareholdings,
capital changes)

7. Members & Officers Recording
Track the titles of
Officers/Directors/Managers and
their responsibilities – including
start and end dates

8. Company Profiles
Unlimited company records, State & Country lookups,
unlimited associated Business License records

9. Business Licenses
Unlimited license types; Hyperlink lookup to associated
agency/ies

10. Intellectual Property, Filings & Disputes
Simplify application with self service client portals;
Streamline registration filings, renewals and disputes;
Easily and quickly search by Filing Date, Mark, Status,
Application, Trademark No. etc.

11. Expense Management
Manage and report on all expenses – Company Fees,
Court Fees, Photocopying, Printing etc.

12. Intelligent Docs: Streamlined Assembly
Quickly create marketing
newsletters, event invitations,
instruction letters, Cost Agreements
etc.
Embed document management
capabilities of SharePoint
Select records, highlight merge
fields, preview and print

13. SharePoint Integration
Improve client document management: Client
related documents in SharePoint can be tagged
to CRM accounts and edited from within CRM

14. Structured Workflow: Automated Dialogs,
Record Creation, Reminders, Reports
Enforce actions/tasks based on
pre-defined business rules and
contact follow up procedures
Create many steps – for example to
create records, send email/s, generate
tasks, send acknowledgements etc.

15. Customizable Reporting & Analytics
Allows staff to instantly
zero-in on needed data
Customizable
bar and pie
charts
For example, you can use filters to
display only clients or debtors
Excel-like sort and filter
on each column

16. 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

17. 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 Project Management Matter Management
capabilities of xRM4Legal for
case, marketing, call center,
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 maximize 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

18. Extended CRM Capabilities
 Define and
manage goal
metrics
 Add facilities and
equipment for
client service
scheduling and
facilities
management
 Manage multiple
resources and
groups

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

20. In summary, xRM4Legal for
Corporate Admin & Compliance
1. Familiar, intelligent and integrated experience
2. Wealth of legal-centric corporate administration features
3. Strong firm value for integrated Corporate Administration,
Compliance, Case, Marketing & Call Center Management
Email DBlumentals@xRM4Legal.com
Visit: www.xRM4Legal.com