The CRM system will be used to support D&Wâs fee-earners client-facing activities, to support ongoing marketing and business development strategies, and to provide a single point of access to client information gathered from other systems within the firm. Phase 1 of the project will be implemented over the next 6 months.
Dundas & Wilson has three offices in London, Edinburgh and Glasgow and is ranked 43 in Legal Week Top 50. Its key practice areas include energy and utilities, financial services, government services, real estate, and technology. It is a forward-thinking law firm and is committed to investments in technology that help drive the business forward. Recent investments include HR, document and knowledge management and now CRM.
Tom Clowes, Dundas & Wilson Strategic Projects Director, explained why ePartners was selected for this project: âWe didnât look upon this as a traditional CRM installation; weâre not looking to record each and every bit of client data â itâs about putting a system in place that offers real benefits to the way we work, for our fee-earners and our clients. ePartners clearly understood what we were hoping to achieve and how we operate. They were able to define for us the most effective way to roll out the project and putting processes in place that really work in the legal services market.â
Clowes added âAs integrating information from other business systems in D&W was a key objective, the choice of Microsoft software was important. It also offers the ease-of-use of the Microsoft Outlook front-end which the fee earners already understand, simple but effective functionality, and will offer easy integration with other applications.â
âIt works the way we do; weâre not having to make any changes to the way our lawyers work, plus it gives us a great platform for future investments,â Clowes continued.
Paul White, head of Microsoft Dynamics UK, said: âThis serves to demonstrate the flexibility of Microsoft Dynamics CRM - and its ability to serve organisation in many different industries. It also serves to demonstrate e-Partners ability to provide fast growing organisations with relevant advice about how technology can support their ambitions for their business.â
Sam Dharmasiri, managing director of ePartners UK, said: âThe legal services market is one of the most exciting and demanding, from a use of technology point of view. For a supplier to succeed, they have to really understand the way law firms operate and how technology needs to work with them. Weâre looking forward to starting on this project with Dundas & Wilson, who are a great name for us to be working with.â