InterAction+: The Legal CRM Built by Legal Professionals to Drive Firm into High-Growth

Designed by Legal for Legal: Built with Your Firm’s Needs in Mind

InterAction+ isn’t just a CRM adapted for law firms, it is the only CRM designed specifically for legal professionals, by legal professionals. The platform understands the complexities of legal workflows, client management, and relationship-building, delivering a solution that meets the unique demands of your firm.

With over 30 years of legal market leadership and trusted by 61% of AM Law 100 firms, InterAction+ helps you stay ahead by providing a 360° view of your clients and relationships, ensuring every opportunity is captured and leveraged for growth.

Seamless Integration with Your Existing Tech Stack

No need to switch between platforms or struggle with disconnected systems—InterAction+ integrates seamlessly with the tools you already use. Whether you’re working in Microsoft^® Outlook^®, Word, or Excel^®, InterAction+ keeps you in your natural workflow. This seamless integration allows you to:

• Access key client data and relationship insights directly within your daily tools.
• Stay productive without switching between platforms or learning new systems.
• Automatically capture emails, calendar invites, and other key interactions in your CRM, all while working in your preferred tech stack.

By embedding CRM functionality into your existing tools, InterAction+ ensures that client relationship management becomes a natural part of your workflow—preserving time for billable hours.

Automated Data Capture for Maximum Efficiency

Automated data capture is another massive time saver for law firms. With InterAction+, there’s no need for manual data entry—client interactions, emails, meeting activities, and even marketing engagement are automatically captured and recorded. This means you can:

• Focus on client work without worrying about entering every detail into the system.
• Have full visibility into your relationships and activities with minimal effort.
• Trust that your client and business development data is always accurate.

Enhanced Workflow and Superior Relationship Intelligence

InterAction+ goes beyond data capture —it analyzes and delivers insights to help your firm remain nimble. By combining relationship intelligence with automation, InterAction+ identifies key connections, potential cross-selling opportunities, and gaps in client engagement. InterAction+ does not follow a sales pipeline like other CRMs but offers a non-linear approach to growing relationships and winning business. All of these insights combined allow your firm to:

• Proactively strengthen client relationships with personalized follow-ups.
• Identify untapped opportunities for growth across practice areas.
• Drive more effective business development by focusing on the relationships that matter most.

Industry Leading Legal Integrations

InterAction+ takes integration to the next level by offering pre-built connections with best-in-class legal tools, ensuring your firm’s operations remain efficient. Whether integrating with time & billing, eMarketing or other essentials, InterAction+ enhances your firm’s tech network. This ensures that you:

• Benefit from centralized client data that flows between systems effortlessly.
• Have a unified view of client relationships across different departments and platforms.
• Improve firm-wide collaboration by ensuring everyone works with the most current and accurate information.

Enterprise-Level Security and Scalability

Security is critical for law firms, and InterAction+ delivers enterprise-level protection to safeguard sensitive client data. Built on industry-leading security protocols, InterAction+ ensures your firm remains compliant with data privacy regulations while also scaling to meet the growing needs of your business. Whether your firm is small or large, InterAction+ adapts to your needs without compromising security.

Unified In-House Professional Services

Client Advisors at InterAction+ provide a unique and invaluable service, acting as trusted partners for law firms, and guiding our users through every stage of their business development journey. With over 100 years of combined expertise in the legal industry, Client Advisors help firms unlock the full potential of InterAction+, offering personalized strategies to optimize relationship management. This customized support ensures that firms not only implement the platform effectively but also realize long-term growth and success goals.

Our in-house Data Quality Services ensure that your firm’s client data is always accurate, up-to-date, and reliable, enabling more effective relationship management and business development. By maintaining clean, consistent data, these services help law firms streamline operations, reduce manual data entry, and unlock valuable insights to drive growth.