InterAction® Contact Verifier™ provides firms with a fast, easy and reliable way to maintain an accurate and complete contacts database.
- Fully integrated into InterAction for easy implementation and use.
- Imports key business information about contacts from InterAction and creates a customizable template that can sent to contacts via e-mail for verification or modification.
- Automatically updates modified contact information directly into the InterAction database when e-mail responses are received from contacts.
InterAction® Matters™ provides powerful tools that centralize matters information, making it easier for legal teams to leverage the collective experience, expertise and Relationship Intelligence of the firm for enhanced client service and business development.
- Consolidates information on client matters—including time and billing, CRM and word-processing documents—and combines it with other InterAction data already captured about people, companies and relationships.
- Tracks external parties associated with a matter, including expert witnesses, judges and opposing counsel.
- Supports distribution list management and maintenance, giving you the ability to streamline day-to-day communications about matters and reduce embarrassing errors and miscommunications.
InterAction® Opportunities™ gives you a single place to go for up-to-date, relevant and valuable information needed to manage opportunities and make appropriate and timely business decisions.
- Tracks referrals or acquisition candidates, enabling you to identify and focus efforts on relationships that bring business to the firm.
- Estimates and forecasts revenues or deal potential, and monitors prospective engagements and deals as they progress through the business development lifecycle.
Generates meaningful management reports providing management with constant intelligence on prospective business.