In today's competitive market, relationships are essential to winning new business and keeping existing business. Successful law firms understand that the most valuable assets they possess are the relationships they have built with clients and contacts. However, as firms grow, it becomes increasingly difficult for them to fully leverage these relationships across different offices, practice groups, and vertical markets.

Expert Marketing enables law firms to easily cultivate and nurture the relationships that are critical to their success. The solution provides partners and attorneys with a 360 degree view of clients by centrally tracking and managing every aspect of relationships, including contact information, relationship types, matter and project history, financial information, and more. Expert Marketing helps firms identify prospects, cultivate relationships, and leverage existing connections to win new business.

ADERANT's business development solution also helps firms improve the service they deliver. Expert Marketing enables professionals to turn every client touch point into an opportunity to promote additional service offerings, better understand their business needs, or simply strengthen an existing relationship.

• Increases the effectiveness of new business initiatives
• Improves firm-wide awareness of existing relationships
• Increases client retention and service levels
• Capitalizes on existing relationships
• Increases revenues by promoting additional service offerings
• Expands penetration within existing clients

• Integration with Microsoft Outlook for easy firm-wide synchronization
• User-defined information sharing to protect confidential data
• Ability to define complex organizational hierarchies for contacts
• Support for multiple relationship types, including firm-defined relationships
• Comprehensive list management capabilities
• Personalized workspaces to manage contacts, lists, activities, and more

Expert Marketing manages all firm-wide contacts, enabling professionals to create and manage individual contacts and define complex organizational hierarchies. The solution streamlines the capture of business and personal contact information as well as providing easy-to-use tools for maintenance, search, and reporting purposes.

Expert Marketing enables firms to capture contextual data to further define contacts and relationships. Professionals and marketing personnel can easily build customized data fields for information their firm deems important, such as relationship strength, family members, birthdays and anniversaries, special interests, and more.

Expert Marketing provides timekeepers with instantaneous access to critical client information, including matter and project histories, billing professional, conflicts, billing history, parent/subsidiary/affiliate relationships, and other financial information.

Expert Marketing delivers powerful functionality for capturing, defining, and managing relationships. The application's sophisticated relationship modeling enables firms to define how contacts know each other, establish multiple organizational associations, and characterize entities by either standard or firm-defined relationship types.

Expert Marketing ensures that partners, attorneys, and marketing professionals understand every possible association between contacts and organizations, enabling them to leverage existing relationships and minimize conflicts. Users can navigate and identify contacts by relationship type, related contacts and organizations, and who the contact knows and works with in their firm.

Expert Marketing includes extensive functionality that enables firms to easily create and manage lists for marketing and new business generation activities as well as client management and reporting purposes. Firms can organize lists into similar categories for easy management, filtering, and contextual data definition and maintain list types for mailings, events, publications, market segments, and more. Users can quickly generate tailored lists, which can be managed, tracked, and reported on using descriptive properties. Once created, Expert Marketing allows users to easily export lists to Microsoft Excel, mail merge formats, or broadcast email.

Firms can also set up attributes within Expert Marketing to track the skills of their timekeepers so they can better identify the best resource for a particular new business opportunity. That, coupled with visibility into matters, helps firms leverage the experience and specialties of their professionals to win more business.

ADERANT's business development solution provides users with customizable workspaces to manage information relevant to their work. Users' workspaces can include personalized collections of contacts, lists, activities, and other related information. The workspace identifies all the contacts and organizations with which a user has a working relationship and includes other contacts in which he has an interest or is monitoring for business development opportunities. The personal workspace provides professionals and their assistants with instant access to a controlled subset of their firm's contact data, enabling them to use the information without additional searching, filtering, or navigating.

Expert Marketing is integrated with Microsoft Outlook, allowing firms to synchronize their firm-wide contact information with the contact information maintained on their attorneys' desktops. The integration lets timekeepers determine which contact details they will share and which they will keep private, such as home phone numbers and addresses. Expert Marketing checks for duplicate contacts to minimize confusion and manage redundant entries.