Case Study: Rosenberg Martin Greenberg streamlines CRM and contact management with LexisNexis Legal InterAction

InterAction and InterAction IQ Help Successful Mid-Size Law Firm Run “Lean and Mean”

Rosenberg Martin Greenberg, a mid-size law firm in Baltimore, faced challenges with inefficient and outdated contact management systems. Their fragmented lists in accounting databases, Excel, and an old CRM precursor led to undeliverable mail and a lack of insight into client relationships. Seeking to increase efficiency and reduce costs, Director of Marketing Jenna Schiappacasse worked with vendor LexisNexis Legal to implement the InterAction CRM solution.

The LexisNexis Legal solution involved deploying InterAction and later adding InterAction IQ for data mining. This provided the firm with an accurate, up-to-date database by automatically syncing contact information and cleaning data from email signatures. The results included a major reduction in returned mail, efficient tracking of referrals and event success, and the automation of administrative tasks, allowing the firm to operate "lean and mean" with its existing staff.

Rosenberg Martin Greenberg

Jenna Schiappacasse

Director of Marketing and Business Development