Canadian Bar Association

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Whitepaper: Know What You Know: How CRM Systems Can Turn Contacts Into Clients

by Canadian Bar AssociationJan 01, 2008

A Client/Contact Relationship Management (CRM) system allows a law firm to manage all of its contacts in a database with several levels of security. Most current program offerings synchronize with Outlook and other e programs, so that any change made to an individuals e-mail contacts is automatically synchronized with the central database, and vice versa. In its simplest form, a CRM system can be used to manage both print and electronic mailing lists. This kind of functionality is a chief factor in drawing firms to explore the potential of CRM systems.