Updated on Aug 22, 2016 M-Files for CRM for Law Firms Solution meets key requirements what law firms look for in terms of the client relationship management: - Reduce the time and cost of data administration by offering user-friendly and intuitive interface. - Combine CRM with strong document management functionality in single corporate information management solution. - Improve productivity and efficiency by providing lawyers with a 360-degree view of clients and prospects. - Provide quick and easy access to information by finding the content related to clients and projects within seconds. - Easily integrate with billing and other business systems to gain valuable insights into client relationships. M-Files for CRM for Law Firms Solution significantly increases manageability of client relationship management processes and makes the work easier to employees. The system provides the accountability of all the registered data, keeps the information securely stored and accessed by the authorized employees only.

1. DYNAMIC CONTENT MANAGEMENT
DRIVING GREATER CRM PRODUCTIVITY
WITH M-FILES SOLUTION FOR LAW FIRMS

2. DYNAMIC CONTENT MANAGEMENT
► Contact database is not enough segmented and thus,
prospect targeting can not be qualitatively performed
► Client documents and emails are stored in a way that
exposes their company to risks (for example, on their
workstations or in email programs)
► All the client-related content (emails, meetings, calls,
documents, contacts, lawyers involved in negotiations, etc.)
can not be quickly accessed in a way to get the full picture of
client relationship
► Specialized CRM software is too complicated that kills
lawyers’ motivation to use it
Key business challenges of client relationship
management the law firms face with

3. DYNAMIC CONTENT MANAGEMENT
► Reduce the time and cost of data administration by offering
user-friendly and intuitive interface
► Combine CRM with strong document management
functionality in single corporate information management
solution
► Improve productivity and efficiency by providing lawyers
with a 360-degree view of clients and prospects
► Provide quick and easy access to information by finding the
content related to clients and projects within seconds
► Easily integrate with billing and other business systems to
gain valuable insights into client relationships
M-Files for CRM for Law Firms

4. DYNAMIC CONTENT MANAGEMENT
M-Files user interfaces
► M-Files Desktop is integrated to Windows
► M-Files Web access via any popular Internet browser (Internet Explorer,
Mozilla Firefox, Google Chrome, Safari)
► M-Files native mobile apps for iPhone/iPad, Android and Windows Phone
devices

5. DYNAMIC CONTENT MANAGEMENT
Accounts
► Accounts include prospects,
leads, clients, competitors,
courts and other organizations
► Embedded segmentation
capabilities (by company size,
revenue size, industry,
ownership type, contact group,
associations)
► New segment types can be
easily configured
► Automatic check an account for
duplicates at creation

6. DYNAMIC CONTENT MANAGEMENT
Contacts
► Contact birthday notifications
by email
► Last contact date is
automatically updated
► Contact name can be registered
and displayed in different
languages
► Automatic check a contact for
duplicates at creation
► Import contacts to Microsoft
Outlook

7. DYNAMIC CONTENT MANAGEMENT
Instant visibility
► System objects are displayed via
dynamics views
► Dynamics views based on
objects metadata
► Views are centrally managed
► Anyone can create views
specific to them

8. DYNAMIC CONTENT MANAGEMENT
Contact segmentation
► Dynamics view examples for contacts:
 Contacts by industry
 Contacts by organization role
 Contacts by country and city

9. DYNAMIC CONTENT MANAGEMENT
Opportunities
► Opportunities can also be
created based on campaign
responses or contact inquiries
► Marking opportunity as won
converts it to project
automatically
► Last contact date by opportunity
is automatically updated

10. DYNAMIC CONTENT MANAGEMENT
Opportunities overview

11. DYNAMIC CONTENT MANAGEMENT
Leads overview
► New prospect is automatically converted to lead at opportunity
creation

12. DYNAMIC CONTENT MANAGEMENT
Contact activities
► Contact activities include phone
calls, meetings, emails and
informal communication events
► Import activities to Microsoft
Outlook Calendar
► Documents can be assigned to
activities

13. DYNAMIC CONTENT MANAGEMENT
Saving emails
► Drag-and-drop emails &
attachments to M-Files Smart
Folders
► Functionality is built right in to
Microsoft Outlook
► M-Files can automatically
determine what the document
is and who it relates to

14. DYNAMIC CONTENT MANAGEMENT
Clients
► Client acquisition cost is
automatically calculated for new
clients (converted from leads)
► Email notifications to alert you
about inactive clients

15. DYNAMIC CONTENT MANAGEMENT
Projects
► Automatic definition of sales
type (new, repeated or cross-
selling)
► Project phases and task lists

16. DYNAMIC CONTENT MANAGEMENT
Projects overview

17. DYNAMIC CONTENT MANAGEMENT
Documents
► Saving directly from Windows folders or Microsoft Outlook

18. DYNAMIC CONTENT MANAGEMENT
Documents
► Document card is assigned with
file at creation
► Document check-out/check-in
functionality
► Co-authoring via OneDrive
► Multi-file documents support

19. DYNAMIC CONTENT MANAGEMENT
Microsoft Office integration
► Creating documents based on
templates
► Embedded integration with
Microsoft Word, Excel,
PowerPoint, Outlook and
SharePoint
► Document auto filling based on
object properties

20. DYNAMIC CONTENT MANAGEMENT
Version control
► Changes are recorded automatically
► Full audit trial available
► Rollback to previous version is possible
► Versions can be compared via M-Files
toolbar from Microsoft Word
v1
v2
v3

21. DYNAMIC CONTENT MANAGEMENT
Search capabilities
► Easy to use and easy to find
► Searching based on card attributes (metadata) and file content

22. DYNAMIC CONTENT MANAGEMENT
Object relationships
► Object relationships are
automatically updated
► Relationships view is
available for any system
object
► Additional connections
between objects can be
defined manually

23. DYNAMIC CONTENT MANAGEMENT
Tasks and time entries

24. DYNAMIC CONTENT MANAGEMENT
Employees overview

25. DYNAMIC CONTENT MANAGEMENT
Campaigns
► Campaigns include marketing
events, external conferences,
email campaigns, etc.
► Cost per campaign contact
(responded or participated)
calculation

26. DYNAMIC CONTENT MANAGEMENT
Campaign’s contact selection
► Export campaign contacts to CSV file for use in email marketing
software (MailChimp, etc.)
► Import records of sent emails to M-Files

27. DYNAMIC CONTENT MANAGEMENT
Campaigns overview

28. DYNAMIC CONTENT MANAGEMENT
Campaign activities
► Campaign activities include
records of sent emails,
campaign responses, event
participations
► Responses received by email
can be uploaded directly from
Microsoft Outlook

29. DYNAMIC CONTENT MANAGEMENT
Information security
► Access to the system objects is
always based on user
permissions
► Different permissions levels:
read only and modify
► Permissions can be set
automatically based on the
metadata

30. DYNAMIC CONTENT MANAGEMENT
Personalized views
► Quick access to user-related
information

31. DYNAMIC CONTENT MANAGEMENT
► Direct connection to any
database
► Packaged integrations for
Microsoft Dynamics, SAP, etc.
Integration with external systems

32. DYNAMIC CONTENT MANAGEMENT
About FTS
► European presence: Offices in The Netherlands, Bulgaria,
Russia, Ukraine and associated companies in Poland and
Hungary
► Trusted system integrator: 250+ customers in 20 countries
► Deep IT expertise: Successful implementation projects of
Microsoft Dynamics AX/NAV/CRM, Deltek Maconomy, M-
Files and Microsoft Power BI
► Strong team of professionals: 50+ IT consultants and
developers

33. DYNAMIC CONTENT MANAGEMENT
About M-Files
► Developed by Finnish-based M-Files Corporation
► M-Files Corporation is Microsoft Gold Partner for Application
Development
► Powerful, metadata-powered enterprise information
management (EIM) and document management system
► Designed in accordance with ISO, FDA, EU GMP, HIPAA
standards
► Ranked as one of leading ECM/EIM solutions by Gartner,
Forrester Research and Nucleus Research
► M-Files solution is used by more than 4500 customers in 100
countries worldwide

34. DYNAMIC CONTENT MANAGEMENT
Recognition of M-Files as one of ECM-market leaders
“M-Files is unique with its
strong metadata-centric
approach to enterprise
information management.“
The Forrester Wave™ Report
ECM Business Content Services,
Q3 2015

35. Any questions? Please contact us:
Artem Shpachenko
Business Director
FTS Group
Email: ashpachenko@fts-eu.com
Web: www.fts-eu.com