Case Study: Holding Redlich achieves transformed CRM and faster client insights with Thomson Reuters Elite's 3E Business Development

Firm Transforms CRM Capabilities With 3e Business Development and Concep

Holding Redlich is a full-service Australian law firm (founded 1975, with offices in Melbourne, Sydney and Brisbane and more than 190 fee earners) that had been relying on an outdated, in-house CRM split across multiple databases and spreadsheets. The firm needed a modern, integrated solution to centrally store, access and leverage client and relationship data across its existing technology stack.

Holding Redlich implemented Thomson Reuters Elite’s 3E Business Development (built on Microsoft Dynamics) alongside Concep Send, creating a centrally populated CRM that integrates with 3E, Outlook and mobile devices. The new system automates data capture, consolidates contacts, experience records and opportunities, and delivers fast, firmwide access to relationship history — producing a step-change in marketing and business development responsiveness, cleaner up-to-date data and strong partner buy-in.

Holding Redlich

Joel Lentin

Chief Marketing Officer