xRM ISV Case Study: Client Profiles

This week I’ll be showcasing some of the Independent software Vendors (ISVs) that have built industry vertical applications using xRM. Today we’ll take a look at Client Profiles' legal practice management software.

Powerful Application Framework Saves Legal Software Maker $2 Million

Check out more about their solution on the case study page here: http://www.microsoft.com/casestudies/

You can also download this case study for printing & distribution here: ClientProfilesCaseStudy.doc

Client Profiles saw an opportunity to develop legal practice management software that was easier to use than established solutions from Lexis-Nexis and Thomson Reuters. The company built a solution that takes advantage of the integration between Microsoft Dynamics® CRM and Microsoft® Office Outlook® to automate common tasks, such as retrieving new contacts for archival in a shared marketing database. To meet project goals, including rapid time-to-market, Client Profiles capitalized on the flexibility of xRM, the business application framework that underpins Microsoft Dynamics CRM. Developers accessed prebuilt workflow components and reporting services available through xRM to quickly infuse CRM4Legal with features that benefit multiple roles within any law firm. With xRM, Client Profiles dramatically reduced development time and achieved an estimated cost savings of U.S.$2 million.

Comments (2)

  1. Barry Paquet says:

    To begin, congratulations to Client Profiles.

    Using XRM, we accomplished something similar — only targeting product managers. Essentially, we went to market in record time (saving huge $), addressed early adopter concerns with a “proven platform” and simultaneously addressed both hosted and on-premise requirements.  Admittedly the strategic decision to choose XRM was difficult. Having said (and with the luxury of hind sight) I can’t imagine it any other way.

    Best Success,


  2. Girish Raja says:

    @Barry That’s great to hear and Congrats to you as well.

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