On Monday, LexisNexis launched a new expansion for InterAction, the company’s customer-relationship management (CRM) tool. The expansion is dubbed InterAction for Microsoft Office 365, and it seeks to bring tighter integration between Interaction and Office applications that attorneys use daily.
How it works: When using InterAction in Microsoft Word, an attorney can read a Word document, see a name and highlight it, and a client profile appears. If a client profile doesn’t exist, the user can create one. The profile lists email addresses, phone numbers and the other lawyers in the firm who work with the client. The client profile also lists meetings held and scheduled in an “activities” section, allowing attorneys to see the firms past and ongoing interactions with the client.
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