Lexis for Law Firm CRM Chosen by Law Firm

Proposal Software, Inc. CEO John A. Laurino has announced that the company's proposal management software, Proposal Management and Production System, is now integrated with the widely-used LexisNexis InterAction client relationship management software.

LexisNexis sells CRM software and services to centralize a law firm's collective knowledge about clients and contacts.

By synchronizing access to InterAction software with PMAPS, the same data organized within InterAction can be directly accessed from within the proposal management platform. This is obviously pitched to law firm's proposal teams, who usually respond to RFPs and prepare proposals for new business objectives.

According to John McDonnell, vice president of LexisNexis, InterAction aggregates data such as client profiles, matters, notes and activities, and "transforms this data into the Relationship Intelligence a firm needs to make decisions."

InterAction is used by 80 percent of the nation's largest law firms, McDonnell said, and 30 percent of the United Kingdom's top law firms.

Last month LexisNexis announced that Marks Paneth & Shron selected InterAction as its Customer Relationship Management software to manage "critical relationship information."

InterAction was selected for its ability to "manage, track and leverage the numerous relationships that are integrated into the firm's business and its employees' daily interactions," according to InterAction officials.

Marks, Paneth & Shron has grown to be one of the largest independent accounting firms in the New York region and is one of the 50 largest firms in the nation.

Among the key factors that contributed to choosing InterAction, according to the accounting firm, was the system's "ability to extend the firm's industry reach by empowering professionals to discover and capitalize on their colleagues' relationships to help land the next new client engagement."

Prior to selecting InterAction, MP&S used a single, firm-created database that was controlled by the marketing department.

David Sims is a contributing editor for TMC (News - Alert) Net.  For more articles please visit David Sims' columnist page.

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