With over 30 years legal industry experience and expertise, WindowLogic understands the challenges faced by law firms in the areas of marketing, business development and client care.

Most law firms agree that CRM is about:

• Deepening institutional understanding of key clients
• Becoming (or remaining) their trusted advisor; and
• Receiving a larger share of the client's legal work over the long term, across as many practice areas as possible.

For this to work, and work well, systems need to be functional, easy to use and integrated with the other systems used within the firm.

WindowLogic brings CRM software into a new era. It is a flexible CRM solution that works the way a firm works, adapting to each culture with its unique way of responding to client needs.  Based on Microsoft Dynamics CRM, WindowLogic CRM solutions offer:

• For ease of use, the first truly “Outlook based” CRM solution;
• An integrated system platform that works with practice, document and financial management as well as digital marketing and content management;
• All “legal” configurations;
• Easy customisation – forms, fields, reports – “xRM” that supports addition of other line of business applications;
• Local implementation, training and support.

When integrated with practice management (including Aderant, Elite, Keystone) and document management (including iManage, eDocs, Documentum), WindowLogic CRM solutions deliver the all important “single view” of clients and matters.

All WindowLogic CRM solutions integrate seamlessly with Microsoft Office programs, including Microsoft Office Outlook, Microsoft Office Word, Microsoft Office Excel, and powerful data-sharing tools such as Microsoft SharePoint and Microsoft SQL Server Reporting Services.