Case Study: Mintz Levin optimizes critical contact relationship data with Thomson Reuters Elite Business Development Premier

Firm Optimizes Critical Contact Relationship Data with Business Development Premier

Mintz Levin is a full-service law firm of over 500 attorneys with multiple U.S. offices and a liaison office in Israel that needed a more reliable, integrated way to collect, store, and update client and contact relationship data. Previously the business development team relied on disparate databases and spreadsheets, so CMO Amy Fowler sought a CRM that would consolidate contact, experience, opportunity, referral and company profile information without disrupting lawyers’ personal Outlook contact lists.

The firm deployed Thomson Reuters Elite’s Business Development Premier (built on Microsoft Dynamics) through the beta program, working closely with the implementation team to tailor functionality and stay on schedule and budget. BDP centralized relationships, automatically captured data from address books, emails and calendars, preserved individual contact integrity, simplified reporting and opportunity tracking, and delivered significant time savings and a more comprehensive view of client relationships.

Mintz Levin

Amy Fowler

Chief Marketing Officer