It’s not just whom you know that matters, it’s what you know about them. Your firm contacts should be the foundation of a coordinated approach to developing relationships and growing your business. Having the most up-to-date firm-wide contacts available for attorneys and marketers to access is a critical element to effective communications. Gain a competitive advantage by knowing your contact before you contact them. Hubbard One’s contact management (CRM) solution provides marketers and attorneys with a holistic view of firm contacts by providing a centralized and authoritative repository for all firm contacts.
Core Offering
- Comprehensive view of firm contacts in order to tailor communications appropriately
- Access contact information with related firm activities to better prepare for client meetings
- Analyze firm contacts in order to create client development strategies
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- Create segmented marketing lists in order to better target audiences
- Track the success and effectiveness of firm marketing and business development activities
- Built to meet firm-wide needs
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Sample Functionality
- Contact sharing with Microsoft Outlook
- Integration with firm's financial system allowing contact records to be updated with related client and matter billing ID
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- Comprehensive list and event management for improved accuracy
- All encompassing integrated marketing management solution
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Related Client Services
Consulting & Strategy
Change rarely happens overnight. Acceptance of a new contact management system requires redefining your business processes and obtaining attorney and staff buy-in. Hubbard One works with you to document your existing processes, define and document new ones and master your new processes. From marketing mailing and event management to client matter intake and business development, we help you create a seamless business process and identify configurations needed to support your new processes.
Hubbard One also works with you to create a complete Organizational Change Management plan for your Contact Manager implementation. We identify organizational issues, key audience groups and the appropriate messages for your staff. Our experts call on years of real-world experience to help you develop a comprehensive organizational change plan that includes schedules, key messages and vehicle recommendations for training, communication, incentives and leadership support. Let Hubbard One work with your firm to create organizational readiness and ensure a successful Contact Manager implementation.
Project Delivery
Cutting edge solutions can be complex, but with Hubbard One you have a dedicated team and project manager to help guide you through the process. Our team of Contact Manager experts has developed a defined process and methodology to ensure a smooth delivery. This methodology is supported with tools and templates that were developed based on years of CRM experience.
Working as an additional member of your team, your project manager will work with you to set a schedule based on your requirements. Your project manager helps you kick-off your project internally and ensures your project stays on schedule, within your budget and scope and maintains a high level of quality throughout the entire process including discovery, configuration, data cleansing & migration, installation, testing, and rollout. Your project manager works with you to ensure your complete satisfaction from beginning to long after your project is completed with ongoing support and quality assurance.
Technical Architecture
Hubbard One takes a cutting-edge approach to contact management. Our team can build custom, complex reports that fully integrate with your existing systems. Contact Manager fully integrates with your time and billing system and practice-specific database, as well as Hubbard One’s Experience Manager and E-mail Marketing solutions. Our highly complex data cleansing process ensures you have only clean, non-duplicated data. Contact Manager is architected for the best performance, scalability and usability, and our approach is validated by our certification as a Microsoft Gold Partner.
Integration Services
Having worked with many of the world’s largest law firms, Hubbard One understands the sophistication and complexity of integrating technology. We work with clients to define and build custom integrations to fit their exact needs and requirements when our out-of-the-box offering is not enough. Hubbard One can help you with integration into your firm’s existing systems, including Outlook, time and billing or other systems. We can also provide easy user authentication by passing through lawyer and staff network credentials so that logging in can be smooth and seamless. Our integration services also include standard application programming interfaces to ensure seamless communication between all of your Hubbard One software.
Content Services
An effective contact management solution houses up-to-date and accurate contact records. Hubbard One’s data cleansing solution provides an easy and effective way to ensure your firm’s contact records are fully updated and unduplicated. Based on Microsoft .NET technology, our data cleansing solution uses artificial intelligence-based techniques to uncover duplicate records in any set of data. Search data through specified fields or create a set of cleansing rules customized to your needs. Identify and correct incorrect address and reformat to USPS or firm-specific standards. Perform automatic duplicate merging and have the ability to import and export data to and from your contact management system. Our data cleansing solution is customizable to fit your firm’s exact needs, so you can be reassured that your contact data fits your unique preferences and requirements.
Training
Hubbard One offers online and on-site training programs that help you optimize your contact management investment. Whether you are looking for a quick refresher course or an in-depth training session, our training programs provide you with the tools you need to make the most of your contact management solution. From Contact Manager and content management fundamentals to managing firm experience and Contact Manager for administrators, we give you the tools to make the most of your experience management software.
Analysis & Optimization
Having worked with some of the most progressive and creative firms in the world, Hubbard One understands what it takes to get the most of your technology solutions. We help hundreds of firms maintain their software for optimal performance and functionality by leveraging our industry expertise, technical capabilities and knowledge of your firm and each unique project. Through our strategic and industry vision, we help ensure your solutions continue to evolve and provide a platform for business relationships. We work with you to ease firm wide implementations, manage change, and draw inspiration from industry and out-of-industry trends. Our breath of experience and creative thinking enable us to help support your firm’s growth through training efforts, thought leadership and our revolutionary industry vision.