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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Howto use Dynamics CRM...
Microsoft Dynamics CRM (Archived)

Howto use Dynamics CRM in a law firm

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Posted on by Community Member

We are investigating the use of Dynamics CRM in a Law firm. First we want to keep it as simple as possible. We want to create Accounts and contacts, which is very straight forward. At this point we do not want to go through a complete sales process but we want to create a (what we call) "Matter" for this contact (for example "Jack vs Diane - 123456"). To this "Matter" we add some "metadata" (name of lawyer, etc, etc). For the moment this is all. De "matters" are linked to a separate financial system and dms where the actual Matters/files/sets (how you call it) are made.

So when I try to translate to Dynamics CRM.

-First create an account with contacts

-Directly create a matter (empty salesorder?, no products, pricelists, etc, etc)

Does anyone have a direction to go? Or done this before? Or any other help/suggestions?

Thanks, Mike

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  • CU12080558-0 Profile Picture
    CU12080558-0 on at
    Howto use Dynamics CRM in a law firm

    To effectively use Dynamics CRM in a law firm you can leverage its robust capabilities to streamline client management, case tracking, and document handling. By customizing the CRM to suit legal workflows, you can track client interactions, manage case files, and automate routine tasks like appointment scheduling and email communication. Dynamics CRM also enables collaboration among team members by providing a centralized database where client information and case details are accessible in real time. Additionally, the CRM's reporting tools help generate insights into case progress, client satisfaction, and overall firm performance, ultimately improving efficiency and client service.

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Howto use Dynamics CRM in a law firm

    I probably wouldn't use the native sales process within CRM for this.  I would create a few custom entities, to track your industry and company specific information.  In your example I would create an entity called Matter and add fields to track specific information, I would then create one or many relationships to contacts which are denoted by the parties in the case and any relevant third parties, etc.  Also tie a relationship back to Account for the same purpose.  If you need an integration to a financial systems, you can either process imports and exports manually though the import wizard if you have a small budget, or create an integration via Scribe or other tools to the financial system.  

    Long and short of it is, MSCRM can be tailored to almost any industry, the extent of which is only limited to budget and time.  

  • Community Member Profile Picture
    Community Member on at
    RE: Howto use Dynamics CRM in a law firm

    Hi Rajkumar,

    Thanks, I saw this solution but I do not now if that suites our budget. So first I try to figure out if own customizations might be a way to go.

    Regards, Mike

  • Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: Howto use Dynamics CRM in a law firm

    Mike,

    Watch this video:

    www.youtube.com/watch

    Hope this helps.

    Regards,

    R.Rajkumar

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