The value of CRM to the legal sector
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- Marilyn Stevens
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1 The value of CRM to the legal sector
2 Who is Chess Digital? Expertise is at our core. Since 1994, Chess Digital has provided award-winning, market-leading solutions to companies in the legal sector enhancing growth and unlocking potential. We understand that the companies who innovate are the ones who stand the test of time. Our focus is, and always has been, on our clients, their satisfaction and the user experience of the solutions we offer. It is these principles of quality, expertise, and innovation that Chess Digital is built upon. Our specialties lie in software design and development, as well as support services. We provide a broad range of legal clients with bespoke software solutions and products. All of which are built around Microsoft.NET, SharePoint, SQL Server, CRM, mobile and web-based systems. 85 million turnover 450 Employees 100,000 customers in total 5 offices throughout the UK
3 At Chess Digital, we understand first and offer solutions second At Chess Digital, the first step is understanding the unique needs of the businesses we serve. Only then can we focus on implanting the best solution that fits these requirements. We understand that a common CRM outcome in the legal sector is that many law firms invest in CRM but they end up not fully utilising the system. That s why we carry out a comprehensive scoping exercise to identify limitations, risks, requirements, efficiencies and outcomes. With this information we can build and implement a solution that accurately matches our legal clients specific needs helping them overcome any challenges they may be experiencing and ultimately transforming their business. At Chess Digital, we take the logical approach: ask questions first, then decide on the best answer providing our clients with simple CRM solutions to solve their complex problems.
4 Our approach We understand the legal sector. A major contribution to CRM failure in the legal sector is the lack of company-wide buy in. To eliminate this problem, we also hold training sessions alongside our User Experience workshops to optimise CRM usage for both new CRM implementations and for those who already have CRM in place and feel they need a better outcome from their investment. Nothing is off-the-shelf. Chess Digital never implement entire CRM projects in one go, we separate tasks and activities into a series of smaller projects all managed by our PRINCE2 certified project managers. We believe this philosophy encourages teamwork, self-organisation, accountability, and a set of software engineering best practices that support rapid delivery of high-quality software. As Microsoft Partners, we are proud to offer a wide selection of the Microsoft Portfolio including SharePoint, BI,.Net, Office 365 and Cloud. Our breadth and depth of experience, skills and expertise in these areas allow us to leverage the advantages of each of the solutions to provide a wider CRM capability that revolves around you, the client. Microsoft Gold: Customer Relationship Management; Content & Collaboration; Application Development Microsoft Silver: Cloud Productivity, Data Analytics and Hosting
5 Our approach Chess Digital bringing CRM to the Legal sector Thanks to its years of experience in the legal sector, Chess Digital understands the most common obstacles that law firms face when it comes to CRM with low employee engagement at the top of that list. The legal sections issue with CRM are nothing new, back in 2013, it was revealed that approximately six out of seven legal firms were failing to see the benefit of CRM, despite heavy investment. This can no longer be allowed to continue; that s why, at Chess, we work with firms in the legal sector to sell our solution into the workforce highlighting the key benefits that can allow them to work smarter, faster and more efficiently. With a Chess Digital managed Microsoft Dynamics CRM solution, legal firms of all sizes can benefit from Real-time visibility across the entire organisation: clerks, partners and secretaries alike are afforded access to vital documentation and legal files and the click of a button Added security: maintain client confidentiality with complete system security and compliance The power to do more: integration of the sales, marketing and customer-focused functions results in better decision making, and allows law firms to improve customer service, customer loyalty and brand visibility More efficient case management: one centralised system to manage all case files, including s, phone logs, quotes, invoices, expenses and any manner of other documents
6 Our services Microsoft Dynamics CRM Too many legal firms continue to rely on disparate, legacy systems which are not only time-consuming but fail to offer a truly centralised view of client correspondence and relationships. With Microsoft Dynamics CRM, this no longer has to be the case. Chess Digital s expertise in tailoring the Dynamics CRM platform to the legal industry has helped a number of firms track their time and resources much more efficiently and gain a competitive advantage over the rest of the market. Chess Digital s Dynamics CRM solution is built with the legal sector in mind. No other solution accessible from any device allows for such efficient tracking of individual lawyers and cases, as well as a complete top-down overview of the entire firm. The cloud-based CRM system can be customised to offer up information of any number of filters by jurisdiction, case type, location, and much more in just a couple of clicks. Chess Digital and Dynamics CRM provide organisations in the legal sector with full visibility of each and every one of their client relationships allowing for better identification of cross-selling opportunities as well as complete control of business development, to bring and add value to both new and current clients.
7 Our services Microsoft Azure Chess Digital is a proud member of the Azure Circle a group of specified Microsoft partners with Microsoft Azure skills and experience. Thanks to this accreditation, you can have confidence in our ability to take your business through a proven methodology for moving workloads to the cloud. Chess Digital and the Azure platform can help you instantly expand your IT capabilities and improve your business agility by integrating your business objectives with the economic, flexibility and security benefits of the cloud. With Azure, data storage, backup, and recovery become more efficient and economical. It s also easier to build applications that span both on-premises and the cloud. With Chess Digital and Azure, you can: Deploy without the hassle of managing infrastructure across Microsoft-managed UK data centres Build and run highly available applications without focusing on infrastructure Scale applications to any size Leverage your existing investments, tools and skill sets Develop modern applications Gain insights from data Manage identity and access Meet compliancy standards including ISO And that s not all, the recent legal battle over Safe Harbour highlighted the benefits of storing and processing data locally. Microsoft now have a datacenter in London and have plans to open a second allowing the Legal sector to embrace the cloud whilst complying with strict regulations.
8 Our services SharePoint With vast amounts of information being generated from single cases and the knowledge of individuals within Law firms it is essential that there is a central place to share data, securely, with colleagues. SharePoint is a knowledge management solution at its core; the ability to store information in a way that ensures that knowledge is usable and easily shared makes it ideal for legal practices. Chess Digital proudly boasts one the UK s largest SharePoint Skill bases with over 80 SharePoint implementations. And that s not all. Our Microsoft Gold Competency in Collaboration and Content means our SharePoint experts are more than qualified to go above and beyond your business expectations. Let Chess Digital and SharePoint bring your firm new levels of business productivity through Document and records management Business Intelligence Project Management CRM integration Enterprise search with advanced features such as taxonomy and Metadata Customisable social features with your branding Mobile capability with real time updates From new implementation to migration, hosting and support Chess Digital do it all maximizing the latest technologies to give you the most comprehensive SharePoint experience on the market. Chess Digital are the answer to your SharePoint needs providing full project planning and definition to any web solutions, making communication and collaboration as easy as 1, 2, 3.
9 Our services Business Intelligence Chess Digital deliver the right information. At the right time. In the right format. Allowing you to make better decisions. We know how to harness the Microsoft toolset to fit business intelligence (BI) around your needs leveraging your data to provide cutting edge analysis and dashboard. At Chess Digital, we believe that Big Data should lead to big answers. That s why we build custom BI solutions based on the Microsoft SQL Server platform to fit your firms specific needs. Offering integration with SharePoint, Excel and Microsoft Dynamics CRM. With a Microsoft Gold Competency in Business Intelligence, our expert teams manage all aspects of any BI solution. And we possess the expertise to meet your exact specifications and requirements for any BI project. We do this based on our five step process:
10 Our services Microsoft Office 365 Chess Digital and Office 365: allowing you greater access to your business than ever before. We provide the skill and expertise. Office 365 provides the tools. Together, you ll get the complete set of Microsoft hosted messaging and collaboration solutions including, includes Office, SharePoint Online, Exchange Online and Skype for Business. Thanks to our expertise in cloud migration, before you know it, you ll be taking advantage of the most equipped solution to answer to most common business needs. Enjoy up to 3 months free*
11 Our clients
12 Let s talk Chess Digital is only one half of the solution. Once we understand your challenges, we ll offer the solution that fits your needs. Let s start the conversation today: enquiries@irw.co.uk Glasgow London Edinburgh Aberdeen Award Winning: Chess Digital, 17 Glasgow Road, Paisley, PA1 3QS
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