InterAction®

Leverage who you know and how you know them to increase your marketing ROI with a new level of client relationship management.

Now, every user in the firm can access key customer details directly with InterAction® for Microsoft® Office Outlook®. View contact information, mutual connections, dealings with firm colleagues, upcoming meetings and more while you’re inside Outlook’s e-mail, calendars and contact lists. 

  • Get a 360° view of a client or prospect
  • Identify your top clients and key prospects
  • Stay up to date
  • Manage your brand and track success
  • Improve communication
  • Implement quickly and easily
  • Get a proven return on investment

  • Seamless Access
    InterAction integrates seamlessly with Microsoft Office Outlook messaging software and IBM® Lotus Notes® software. Calendar integration and activity logging is also available, simplifying the process for gathering up-to-date client information.
  • Embedded Microsoft Office Outlook InterAction Panel
    Discover relevant client information and activities quickly and easily. Search for contacts, view contact information and upcoming meetings of all e-mail recipients, see recent changes to their information, and view their personal and/or firm notes, all without leaving your inbox.
  • Enhanced Microsoft Office Outlook Capabilities
    Stay in the loop with Alerts, which automatically notify you when someone in your firm interacts with, or updates information about, your key contacts. Determine who else in your firm knows a contact and the nature of this relationship with Who Knows Whom® and Relationship MapTM.
  • Mutual Connections
    Access Mutual Connections from the Mircosoft Office Outlook InterAction panel to see which people in your firm know and have interacted with a contact, giving you valuable insight into who can make an introduction or provide additional background on the contact.
  • Flexible Architecture
    Integrate InterAction with your firm’s third-party managers, such as personal contact managers, human resources, and time and billing systems, or with information from external systems (like Microsoft® Active Directory® and LDAP).
  • Leverage relationships to win new business
    Receive integrated information about companies, people, relationships, matters and prospective opportunities from internal sources (time and billing, accounting, HR, Personal Information Managers) and external intelligence, seamlessly combined in an accessible, easy-to-use interface.
  • Eliminate missed opportunities
    Remain strongly engaged with clients and prospects and forge stronger personal relationships with InterAction, which automatically reveals strategic relationships, helping you eliminate the missed opportunities that can make the difference between success and failure.
  • Ensure proper client management
    Gain a global snapshot of all firm interactions taking place with individual clients and contacts—especially important when multiple people within your firm interact with the same client—to help deliver exceptional client service and strengthen client retention.

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