CRM (Customer Relationship Management) solutions allow for the full management and administration of an organization’s customer relations, including the ability to keep and track information about customers (or clients), providing a searchable database that stores customer information and related documents and records interactions with customers. In law firms, the information stored will often include not just the contact details for a client but also the relationship partner, any additional connections between the firm and the client, and notes on events, meetings or calls with the client. More sophisticated systems will provide data analysis capabilities and predictive qualities that support business development. In legal, InterAction (LexisNexis) has been a common system, however many firms are now switching to leading inter-industry solutions such as Salesforce.

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