Law firm and professional services firm marketing staff and administrative personnel struggle with finding, producing and maintaining marketing collateral that includes detailed information on an individual attorney or the firm’s experience. Manually searching for matter and attorney information to create marketing materials that include detailed descriptions of attorney-specific or firm-wide experience can be a real pain.

 

With Portal Solutions’ Experience Management Solution (EMS) running on SharePoint, it now takes less time to produce more detailed and comprehensive qualifications and allows marketing to handle more volume and attorneys to differentiate and generate more business.

 

With Portal Solutions’ EMS You Get:quadrant_for_exp_management

  • Integration with Your Accounting System such as Thomson's Reuters Elite 
  • Advanced Search
  • Auto-Generated Reports/Collateral (Word, PPT, PDF)
  • Workflow to Ensure Information is Accurately Edited
  • User Management/Security
  • Custom Export and Data Management
  • Intuitive Data Entry for Updating/Appending Records


Stay In Control:


Intuitive -
Wizard Drive Data Entry Screens for Attorneys/Paralegalshttps:
Powerful - Export & Data Manipulation Tools for Marketing Managers
Sophisticated - Role-Based Security Model with Ability to Handle Complex Confidentiality Business Rules
Robust - Solution Able to Handle 10,000’s of Records per Year
Consolidates - Information from Multiple Disparate Data Sources

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