A CRM (Client Relationship Management) System helps to manage the many people-based client or personnel-based relationships. CRM provides note pads relative to every conversation or communication with the client. These notes are date-stamped with the person who recorded the note. Note pads are available throughout the system. CRM is an extension to the basic Lotus Notes address book and therefore is very easy to use. CRM also provides user definable fields. These fields can be set up to be edit checked, drop downs, radio buttons, etc.

The information inserted into user-definable fields can be automatic and can be updated from the LMS V data warehouses.		For example, the attorney can see such items as work in process, accounts receivable, credit limits, client/matter numbers, associated matters, documents from the document management system, etc.
CRM provides automatic reporting. Any contact can be viewed by client or by matter. For example, if the user needs to see all of the contacts related to that matter, a "view" is provided. Views can be provided by area of law, by delinquent collections, by prospects, by person contacts, by fax or e-mail, etc. The user administration can be taught how additional and custom views can be created for the firm or an individual. CRM seamlessly integrates LMS V data into one simple-to-use attorney desktop. Attorneys live in CRM in order to easily manage the many complex relationships between clients, matters, and people. It provides full circle reporting of client, matter, financial, contact, date/event, user definable, or document/knowledge related information.