InterAction Newsletter

JANUARY 2021

InterAction Wins CRM Company of the Year

We are proud to share that we won Overall Client Relationship Management Company of the Year at the 2020 LegalTech Breakthrough Award. LegalTech Breakthrough Award judges companies based on their use of innovation to address customer needs and solve complex problems.

Driven by innovation for over 20 years, LexisNexis® InterAction® has worked to bring firms a customer relationship management (CRM) system that actively uncovers business development (BD) opportunities, includes smart features for planning marketing strategies, and includes measurement tools for key insights.

Discover the six judgment criteria that the LegalTech Breakthrough Award used to determine InterAction as the leading CRM company.

 

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5 Steps to Start Your 2021 Planning

InterAction® has recently released a marketing blueprint to support law firms’ marketing planning for 2021, A 5-Step Guide for Law Firm Marketing Planning in 2021. With reliable information and peer interviews based on research conducted in October 2020, you’ll want to use this guide as a blueprint throughout the year to overcome challenges and to develop successful marketing strategies for 2021.

To find out how, download the infographic and the full-version of the law firm marketing guide for more detailed information on the five-step guide.

Create an agile marketing plan with key considerations in mind. Read our blog post by Meghan Frank, “Five Steps to Law Firm Marketing Planning in 2021.”

Download now >

 

Workshop and Training Courses

InterAction IQ On-Demand

InterAction IQ (IQ) customers have immediate access to a self-paced, interactive training module. This engaging session includes training on configuration, folders, and data change management with a bonus knowledge check. Please note that the module is only available to active IQ customers as part of their maintenance and support service plan. Find out more.

Data Quality Workshop

There is no better time to verify the quality of your contacts and lists than the beginning of the year. This workshop has up to eight hours of private, web-based training plus data maintenance in your InterAction environment. Our trainers will help you develop strategies to approach your data quality processes efficiently and with focus. Download our data quality brochure to learn more.

Public Virtual Core InterAction Training by Role

Available all year round, here are the virtual Core InterAction training course bundles that are great remote, hands-on training options:

Monthly Updates

Every month, we release a product update that informs you of the latest InterAction capabilities. Check out the latest InterAction updates here.

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InterAction Creates Holistic New Approach to Improve Business Development

New assessment tools, Strategic Data subscription, and real-world BD advice enable law and professional services firms to advance BD maturity.

With the launch of InterAction’s BD Maturity Model and advanced product features through the new Strategic Data subscription, InterAction is helping firms become more strategic and successful in their BD efforts. To further support the transition to a more systematic and strategic approach to BD, InterAction has teamed up with Bunnell Idea Group (BIG) to embed industry-leading coaching and practical expertise directly into InterAction.

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InterAction Teams with Index Solutions to Enhance CRM Offerings

Integration of Index Solutions (Index) with InterAction will provide customers with rigorous CRM data-cleaning to improve effectiveness of marketing and BD activities.

Enhance your InterAction with Index for advanced data-cleaning and access to your very own BD virtual assistant. Index integrates human and artificial intelligence directly into your CRM, enabling a two-way data flow between InterAction and Index to ensure relationship data is more accurate and to improve the effectiveness of your BD and marketing activities.

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InterAction and Foundation Software Group Team Up to Help Firms Improve Business Development Outcomes

Focused on empowering firms to successfully execute their BD strategy, InterAction and Foundation provide an unmatched experience, enabling firms to more efficiently leverage their collective knowledge to better understand and serve their clients and grow revenue. The integration allows firms to use best-in-class technology to grow revenue by better understanding and serving their clients.

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Complimentary Assessment to Stay Competitive

After working with 75% of the AmLaw 100 firms and 74% of the Global 100 firms for over 20 years, we found that firms often try to make too big of a leap, too quickly.

Take our BD Maturity Model assessment to understand your firm's BD maturity, what it means for your BD and growth goals, and how you compare against other law and professional services firms. Based on years of research, the complimentary assessment asks the questions that matter most and will help you identify the key areas for improvement across your processes.

Stay competitive and understand what you need to do next to drive success.

Take the assessment >

Empower Business Development Efforts with Strategic Data

Deliver data-driven insights for BD and firm growth with the InterAction Strategic Data subscription that expands the use of your InterAction data to help teams gain a clear understanding of objectives and how they align with BD efforts. As a result, your firm will have unified BD empowered by data-driven strategic planning and streamlined pipeline management to track projects and correlate them to broader organizational goals.

Download our brochure to learn more about the tools included with the subscription that will help you align your BD efforts and strengthen your position to win new business.

Download now >

Rainmakers Aren’t Born, They’re Created

Get real-world BD best practices straight from the BD expert himself, Mo Bunnell of Bunnell Idea Group (BIG). InterAction and BIG have partnered up to share tips and advice on effective BD that will help guide fee earners in their pursuit of effective BD. Through this unique collaboration, CRM users will receive relevant guidance to help refine BD tactics.

To find out more about our partnership with Bunnell Idea Group (BIG), read our Q&A blog post by Scott Winter, “Q&A with Mo Bunnell: LexisNexis InterAction Teams Up with Bunnell Idea Group.”

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Goodbye 2020, Hello 2021: Law Firm Trends to Consider in the New Year

In 2020, firms quickly shifted to a work-from-home model, leaving behind the traditional notion that attorneys and staff need to be in the office to best serve their clients. Collaboration tools and video conferencing have become standard ways for firms to communicate. More firms are now embracing cloud technology, artificial intelligence, and business analytic reporting tools.

Check out the latest article by InterAction Senior Account Manager, Whitney Lawson, on the 2021 trends your law firm should consider.

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Reassessing Your Business Development in the New Year

Check out the podcast interview between Ari Kaplan and our own Scott Wallingford as they discussed the new InterAction BD initiative, how law firms can identify new strategies and tactics in their 2021 business plans, and the most effective BD techniques moving forward. Listen to the discussion today.

Listen now >

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