LexisNexis yesterday announced that its subsidiary client relationship management (CRM) product, Interaction would now work seamlessly with Microsoft® Outlook, Excel and Word-three applications that many lawyers typically use. InterAction® for Office 365® is available for both desktop and subscription versions of Office, including those running on Mac and IOS. It allows you to access your firm’s client relationship data and information about clients and potential clients while using Outlook, Excel and Word with a click or, eventually even automatically. Its compatible with 365 or the 2016 and 2019 versions.
Using LexisNexis technology, the application can securely access both cloud and on premises information and complies with GDPR and CCPA. The app allows one-click VOIP calling and will automatically track phone calls and record them as activities. It will also track e-mail activities and other data so that everyone on a client team can see who is doing what with a client whether it be pitches, phone calls or social outings. The Excel interaction allows “users …[to] easily compare an attendee list with their InterAction data to understand which known contacts will be at an event without ever leaving Excel,” says Scott Winter, Director of Product Management. This isn’t about assembling a report but rather embedding InterAction data to help users work smarter in real-time.”
InterAction has been around for since the early 1990s and was acquired by LexisNexis around 10 years ago. According to InterAction, its used by over 450 clients from 32 countries including large law firms (InterAction claims its tools are used by 75% of the AmLaw 100 firms), mid-size law firms and nonlegal professional services firms. According to Scott Wallingford, General Manager of InterAction, InterAction is primarily focused on what it believes to be the unique needs of professional services entities and law firms. (My old law firm was a