Customizable Features for InterAction+ Surface Personal Action Items for Quick Daily Review

The law firm marketing landscape is shifting rapidly, and firm leaders are striving to learn which emerging tactics can be married with traditional relationship marketing to find the winning strategies.

“ The legal industry is experiencing a transformative era driven by new technology, changing client expectations and a globally connected business landscape,” writes law firm marketing consultant Stefanie Marrone. “As we head into 2024, law firms need to devise and implement a fresh approach to marketing and business development, regardless of their size. ”

For growth-minded firm leaders, including law firm business development and marketing professionals, relationship intelligence fuels and protects the business development pipeline. That is the foundation behind the power of Client Relationship Management (CRM) software as an engine to drive firm revenues and business performance. CRM applications surface crucial intelligence derived from relationship data, which helps law firms make better business decisions and build stronger relationships with clients.

Last year, LexisNexis released InterAction+, a new cloud-based CRM solution that accelerates business growth in law firms of all sizes with the only legal CRM platform that utilizes relationship intelligence and reveals new business opportunities for a competitive advantage.

With InterAction+, we rolled out two new customizable productivity features that draw from the data collected in InterAction+ to surface important daily insights that empower users to take quick action on emerging business development opportunities.

InterAction Home

Capturing new business opportunities depends upon the timely access to critical client information about at-risk relationships. InterAction Home is a new feature that leverages visible and trustworthy client intelligence to help law firm’s make sure that no important connections slip through the cracks.

InterAction Home is a single-view, dashboard-style starting point for lawyers who wish to manage and maintain their relationship networks more closely. It appears as a displayed series of tiles when a user accesses “Home” from the navigation pane of the Client Insights Module in InterAction+.

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The InterAction Home feature is personal to each user and presents the specific data that the user should take action on right away. It’s designed to simplify CRM for law firms by delivering a single view for all of each individual lawyer’s business development and client relationship priorities. This is an important first step to addressing the tactical challenge of what many lawyers perceive as an administrative burden.

For example, the tiles on InterAction Home will surface:

• Contacts with low engagement – Contacts on each user’s personal working list for which there has been no logged activity within the last 90 days;
• My tasks – The number of overdue tasks where the user was assigned an action item;
• Upcoming activities – A list of the next three future-dated activities where the user is the assigned contact;
• Contacts meeting co-workers – List of upcoming activities where colleagues are meeting with one of the personal working list; and
• People I’ve lost touch with – The top three contacts within the last 90 days without any activity.

Daily Digest

Lawyers and law firm marketers understand the importance of leveraging technology to keep track of critical information about their key clients, but few of them have the luxury of time to go in search of the information on a daily basis. They need a place where they can find insights and prompts to take action without having to go seek it out themselves every day.

Daily Digest is a recurring email that is delivered to each user’s inbox each morning with information to help them stay on top of their client engagements. The email includes an overview of the day’s meetings — as well as upcoming activities and tasks — that need each individual lawyer’s attention right away. It is configurable on a user-by-user basis so that each professional can get the information they need to see delivered to their inbox when the day starts.

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Daily Digest solves the problem of relying on legal professionals to seek out status updates on how to nurture their client relationships on a daily basis by placing these activities and tasks directly into their email inboxes automatically. This encourages them to keep client insights top-of-mind, enabling a better understanding of client priorities and business developments.

Key features include:

• Tool to schedule the daily digest emails for the day and time the user would like it to be sent;
• Ability to configure the specific content fields displayed in the emails;
• Activities are split into “Upcoming” and “Past” activities; and
• Tasks are split into “Upcoming” and “Overdue” tasks.

A CRM system is not just a tool. It goes beyond that and becomes the catalyst that elevates legal teams to strengthen relationships, generate new revenue streams and mitigate revenue loss.

InterAction+

InterAction+ is available to law firms of any size. Click here to view a 60-second video introducing the InterAction+ cloud-based CRM solution.

Click here for more information about the new InterAction features or to request a free demo of the platform.

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