Case Study: Ozannes (Channel Islands law firm) automates client communications and boosts business development with Thomson Reuters Elite Contact Manager

A Thomson Reuters Elite Case Study

Preview of the Ozannes Case Study

Ozannes Implements Contact Manager To Automate And Drive Business Development Forward

Ozannes, a leading Channel Islands law firm preparing to merge with Mourant du Feu & Jeune, faced limitations from a basic, non‑integrated CRM that prevented linking client records to financial data, running tiered communications, or managing events and consistent messaging during the merger.

By implementing Thomson Reuters Elite Contact Manager (integrated with Elite 3E, Outlook, email marketing and web forms) and cleansing legacy data, Ozannes gained a centralized, user‑friendly platform that automated email and event workflows, improved list management and data quality, and enabled identification of top clients—delivering time savings, better user adoption and more targeted, strategic business development.


Open case study document...

Ozannes

Pip Bowyer

Head of Business Development and Marketing


Thomson Reuters Elite

95 Case Studies