All rights reserved. InterAction is a comprehensive CRM solution designed to help law and professional services firms turn relationship insights into targeted plans of action that deliver real results. As your dedicated partners, the LexisNexis services and support teams work with your firm to help with planning, implementation, support, and education. LexisNexis InterAction always works to bring new features and enhancements to your software. The InterAction software and all related documentation and materials are Copyright (c) 1993-2017 by LexisNexis. What is interaction design? Comprised of four unique components, the CaseMap Suite can help you organize, analyze and present your entire case. This expert analysis provides the history and array of case outcomes that help ensure your authorities are good lawand confidence you are building a stronger case. Then double-click (launch) the .exe file and follow the prompts to install the LexisNexis InterAction Mobility Connector software: NOTE: Uninstall any previous versions of the Mobility Connector service that are installed, if applicable. InterAction Mobility Quick Reference Guide. Find out more. LexisNexis, a division of Reed Elsevier Inc. More by LexisNexis, a division of Reed Elsevier Inc. https://lexisnexis.custhelp.com/app/interaction/, https://www.lexisnexis.com/en-us/terms/privacy-policy.page. For details about installing all of these components for InterAction Mobility, see the InterAction Mobility Guide. LexisNexis is an organisation that supplies legal, compliance and regulatory knowledge to law firms, government, businesses and universities. Available for download in the Apple App Store and Google Play. Get real-world BD best practices straight from the BD expert himself, Mo Bunnell Idea Group (BIG). Lexis Nexis arms me with the knowledge that is needed to provide the best legal service to my clients. InterAction is an excellent tool that greatly aids business development strategies by providing a better way to cultivate stronger relationships with clients, prospects and referral sources. This engaging session includes training on configuration, folders, and data change management with a bonus knowledge check. CaseBase Case Citator. If a search does not bring up results there is a help desk that will happily provide assistance. Our trainers will help you develop strategies to approach your data quality processes efficiently and with focus. InterAction Authentication check box can be selected, but it is not required. But to be considered the standout CRM solution in every criterion that LegalTech considers most important is a prestigious . Limitation Period Calculator. User Guides and Training Videos. TIP: Tell us what you found most valuable about this months newsletter and/or what you would like to see next month. You have been directed to this answer based on an ID match. Exchange enables users to retrieve appointments from their Microsoft Outlook calendars via the telephone user interface (TUI). Important Note: Before you can use Mobility, your firm must contact LexisNexis to add the InterAction Mobility service to your account. All sizes. Unlock your potential and competitive edge, Understanding and managing ESG with Practical Guidance Corporations. 9% above category average. InterAction Teams with Index Solutions to Enhance CRM Offerings. All facets. Complimentary Assessment to Stay Competitive. Australian Law Reports. The Mobility Connector runs under the Network Service account. Stay on top of regulatory and legislative changes, perform due diligence and manage compliance with ease, speed and confidence. Empower Business Development Efforts with Strategic Data. 6.16.10 (Internal ver. Australia's most innovative online legal research platform. If you have not yet upgraded your connector to the new version, you may want to do so now. subscription, so you can feel confident youll have the help you need, when and how you need it. You might be interested in using the following tools available in Lexis Advance: Shepard's: a citator which helps you verify whether a case or statute is still "good law," and which expands your search by helping you find additional . For information about adding the InterAction Mobility service, please contact your InterAction sales representative. Download brochure to discover how the InterAction Data Quality Services team can help meet firms ever-changing data management needs. EXPLORE. We will handle your contact details in line with our Terms & Conditions and Privacy Policy. Your browser either does not have JavaScript enabled or does not appear to support enough features of JavaScript to be used well on this site. Use this guide to review common Lexis tasks illustrated with examples for the specific needs of Corporate Legal departments in corporations. InterAction facilitates this strategic approach. A sleek new UI for Tablet and Desktop users. Shepards is the only place in the legal world where you receive comprehensive editorial analysis conducted by experienced attorneys. All managed. This guide is available on the Support Center here: You can copy and paste these procedures into your education materials. * This enhancement requires Database Update 60_001, or higher, and REST API 6.25.17.12, or higher. From staunch skeptics, many of our firms lawyers are champions of InterAction., Paul Nash, CRM Systems Manager, Gowling WLG, I firmly believe that CRM must be adopted with a focus on the business goals of the organization. Rely on support teams that are responsive70% of cases are resolved within the first day, and we have a 95% customer service level rating. 3 Check the Remember Me box to save your password & ID for seamless login. For us today, InterAction serves as a platform for a client development strategy centered on business growth. InterAction LexisNexis, a division of Reed Elsevier Inc. 100+ Downloads Everyone info Install Add to wishlist About this app arrow_forward The InterAction Mobile App allows you to capture,. Click Browse.SelectSources, Legal Topics or Practice Centers. In online help - [PDF Document] The largest law firms in the world trust LexisNexis. Secure peace of mind. Lexis Securities Mosaic is a trusted and powerful online resource for the latest event-driven corporate and securities content, with efficiency tools, current awareness resources and expertise designed for securities practitioners and researchers who are focused on SEC compliance, disclosure, transactions and regulation, Additional information on Lexis content sets, International Sales(Includes Middle East), Welcome to the NEW LexisNexis United StatesCanadaAfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCongoCook IslandsCosta RicaCroatiaCubaCuraaoCyprusCzech RepublicCte dIvoireDemocratic Republic of the CongoDenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHondurasHong Kong S.A.R., ChinaHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaRunionSaint BarthlemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluU.S. I agree to receive any communication and follow-up materials regarding this content. Get a road map for what steps your firm needs to take to reach its goals. The December 20, 2016 release of Mobility 1.9 contained the following updates: Full support of iOS 10 including Business Card Scanner. InterAction REST API Server: The InterAction Mobility solution relies on your REST API server. INTERACTION IQ Easily maintain accurate contact data and leverage engagement strength insights across the firm INTERACTION BUSINESS EDGE Optimize your business development efforts and create the best path to expand your business. Whether youre a university looking to lead the next generation of legal professionals, a law firm want to deliver the best client outcomes or a business wanting up-to-date legal and regulatory guidance, our vast range of legal tech in Australia gives your organisation the upper hand in understanding the rule of law. Discover the six judgment criteria that the LegalTech Breakthrough Award used to determine InterAction as the leading CRM company. Also, you will be asked to enter your InterAction Account Number and the URL of the REST API server when installing. Read the report to gain an understanding of what legal business development is going to look like in the new normal. Use this page to manage users within your organisation. See K. InterAction has recently released a marketing blueprint to support law firms marketing planning for 2021, A 5-Step Guide for Law Firm Marketing Planning in 2021. Driven by innovation for over 20 years, LexisNexis InterAction has worked to bring firms a customer relationship management (CRM) system that actively uncovers business development (BD) opportunities, includes smart features for planning marketing strategies, and includes measurement tools for key insights. Rely on InterActions dedicated, global support team for best-in-class service and results with a 95% customer satisfaction rating. LegalTech Breakthrough Award judges companies based on their use of innovation to address customer needs and solve complex problems. Note that the REST API server for InterAction 6.0 was referred to as version 1.2. Paul Nash, CRM Systems Manager, Gowling WLG. Advanced Search Legislation form. It is clear that Lexis Affinity is the right choice for our firm. The LexisNexis Practical Guidance tool is a great resource with its practical, straight forward guidance across a range of issues. Firm Size * Using the Web Client Guide Learn how to use simple search forms and a vast collection of public records to locate elusive assets, Leveraging LexisNexis Public Records on Lexis. Searching, browsing and setting up alerts to stay on top of your favorite Mealeys topics and litigation reports is simple using Lexis. . Download the following file into an empty directory. InterAction makes it easy to build segmented marketing lists, enabling marketing teams to execute targeted communication campaigns quickly and efficiently. This Price Guide provides transactional prices for government and applies to documents outside of the subscription plan. Address the business side of your legal activities with solutions to manage, track and analyze matters, finances, critical processes, relationships and performance. There are three key components you must apply to your InterAction environment to work with Mobility: Database Update: IA6x_Patch_API_001. Accessing Invoice & Payments (A) Add User. To verify that your organizationhasbeen registered and is ready to connect to InterAction Mobility, contact Customer Support. Get a list of the top ten Lexis features and direct benefits gained for commercial users. There was an error with your submission. Lexis Overview Brochure Lexis Practice Pages Overview Brochure Mealey's News & Analysis at Lexis The new version of the Connector includes improvements in how the Web app on Azure connects to your firms environment. Choose the HMAC Settings button and make sure a key is set in the HMAC Key box. With reliable information and peer interviews based on research conducted in October 2020, youll want to use this guide as a blueprint throughout the year to overcome challenges and to develop successful marketing strategies for 2021. o If you are using Windows Integrated Authentication or if you are using both Windows Integrated and InterAction Authentication, make sure your settings match those described below in Windows Integrated Authentication Settings. From the global search contacts you can now search for contacts using their email and phone, in addition to their company and last name. Important Note: Before you can use Mobility, your firm must contact LexisNexis to add the InterAction Mobility service to your account. The InterAction Professional Services team brings more than 100 years of global implementation and CRM experience to become a trusted partner of our customers for projects such as new client deployments, solution optimization, and integration services. Quickly uncover up-to-date facts, news and insight essential to your decisions and business development. Makes Sure Youre Always Up to Date. Public Virtual Core InterAction Training by Role. To view the status page, use a browser to navigate to: For example, if your REST API URL is http://IAWebServer/InterActionAPI/, then the status page is available at: http://IAWebServer/InterActionAPI/SystemStatus.aspx. 1.1.1.2) now has improved support for traffic through an internet proxy server. Access your firms client data and relationship intelligence and provide consistent, excellent client service on the go with InterAction Mobile App. Managing User Accounts & User List Configurations. Get in-depth information on specific content sets found within Lexis. Gain access to centralized contact data you can trust, Ensure your firms growth with unparalleled client insight, Navigate all your firms connections and touchpoints for valuable insight, Put clients at ease with strict adherence to data privacy and protection guidelines, Access data that helps your firm cater to client needs, Leverage comprehensive client intelligence to target campaigns for the greatest success, Record and manage contact data automatically. Please try again. . 2. The purpose of this guide is to assist customers and prospects in their hardware and software planning related to InterAction. SEE HOW INTERACTION CAN HELP OPTIMIZE YOUR FIRM'S MARKETING AND BUSINESS DEVELOPMENT Request Your Free demo Now > End users connecting to the https://mobility.interaction.com site will automatically connect to the new version once it has been released. There was an error with your submission. These documents provide procedures for using various InterAction features. This guide offers step-by-step instructions to perform research tasks and more on Lexis. 1 Ratings. Listen to the discussion today. InterAction 6.0 environments, download and install: If your organization deployed an earlier version of InterAction Mobility, users can continue to connect without interruption. Stay competitive and understand what you need to do next to drive success. Read our blog post by Meghan Frank, Five Steps to Law Firm Marketing Planning in 2021.. Stay up to speed with trends, track your competition, promote innovation and protect your intellectual assets. Professional services firms utilize InterAction to gain a better understanding of their businesses and turn insights into cost savings and additional revenue. Alternatives to LexisNexis InterAction Compare LexisNexis InterAction alternatives for your business or organization using the curated list below. All of these components are provided on the Support Site: InterAction Mobility Connector (this update - see Download section below). An easy to use guide that explains how to complete common research tasks on Lexis. Please try again. Whether youre a small or large firm, a large corporation or a government agency, you must have access to superior legal technology. LexisNexis InterAction is available for Cloud. This portal gives you a direct channel to the InterAction Product Management team and gives us the ability to hear, manage, and communicate with you about your idea requests. As your dedicated partners, the LexisNexis services and support teams work with your firm to help with planning, implementation, support, and education. Driven by innovation for over 20 years, LexisNexis InterAction has worked to bring firms a customer relationship management (CRM) system that actively uncovers business development (BD) opportunities, includes smart features for planning marketing strategies, and includes measurement tools for key insights. Download both of the below files and put them into an empty directory. Begbies Traynor Group, Easily maintain accurate contact data and leverage engagement strength insights across the firm. (61846), Enhanced Mobility to support multiple domains when using ADFS authentication. Expert advising, innovative product updates, industry-leading content, and world-class support are all covered in your LexisNexis. Build your case on comprehensive, up-to-date and reliable research. 708 Ratings. InterAction gives you the ability to surface relevant client data and insights across your firm to empower a data-driven culture and develop targeted growth strategies. Virgin IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States Minor Outlying IslandsUruguayUzbekistanVanuatuVaticanVenezuelaViet NamWallis and FutunaWestern SaharaYemenZambiaZimbabwe. Download new releasesInterAction gets better and better I thoroughly recommend LexisNexis to anyone in the legal industry. Please refer to the. The search function is easy to use. It is all well and good having the latest gadgets, but if they do not work within existing processes and workflow requirements then it has no positive impact. It allows us to save time and money. Therefore, the, o If you are using Windows Integrated Authentication or if you are using, o If you are using InterAction Authentication and. Name and DMS and/or LexisNexis InterAction iconidentify the author , and represent data as found in the Document Management System (DMS) or in the LexisNexis InterAction database. LexisNexis has strived to combine primary law, analytics, regulatory information and legal technology to create a powerful and evolving source for customers. Your browser either does not have JavaScript enabled or does not appear to support enough features of JavaScript to be used well on this site. (46251), You can now add to or edit the Job Title field on the New Contact/Edit Contact form. for access to your other subscription products, such as LexisNexis Public Records. For 6.2, follow the InterAction Installation Guide for instructions on installing your REST API server. Focused on empowering firms to successfully execute their BD strategy, InterAction and Foundation provide an unmatched experience, enabling firms to more efficiently leverage their collective knowledge to better understand and serve their clients and grow revenue. LexisNexis InterAction. Through this unique collaboration, CRM users will receive relevant guidance to help refine BD tactics.To find out more about our partnership with Bunnell Idea Group (BIG), read our Q&A blog post by Scott Winter, Q&A with Mo Bunnell: LexisNexis InterAction Teams Up with Bunnell Idea Group., Goodbye 2020, Hello 2021: Law Firm Trends to Consider in the New Year. Enhance your InterAction with Index for advanced data-cleaning and access to your very own BD virtual assistant. See a commissioned study delivered by Forrester Consulting, The Total Economic Impact of InterAction Cost Savings and Business Benefits Enabled by InterAction. InterAction 6.3 Release Notes (Monthly Maintenance Releases) InterAction 6.3 - 23M04 (April 20, 2023) The developer provided this information and may update it over time. Determine what changes are needed, where you need to further define your processes, and how to align your strategy to the desired business development (BD) outcomes. Andrew Dunn Connect, explore and find the answers you need to further your goals. Installing Mobility Components in Your InterAction Environment. Visit us for more information, online events, and additional helpful resources. Used with permission. Short detailed step-by-step training guide on how to retrieve a comprehensive business report using SmartLinx via Lexis Public Records. This workshop has up to eight hours of private, web-based training plus data maintenance in your InterAction environment. Expert content to resolve matters quickly. InterAction for Microsoft Outlook (IMO) - Quick Start, Personal Information Managers (PIMs) - Outlook, Version Compatibility Decision Tree Existing Customers, InterAction for Office 365 & Microsoft Office Feature Matrix, InterAction Out-of-the-Box Export Instructions, Using Microsoft SQL Server Reporting Services with InterAction, View Printable Version Reports in the InterAction Web Client, Using the InterAction Web Client - Engagements, Using the InterAction Web Client - Matters, Using the InterAction Web Client - Opportunities, Changing the Properties of an InterAction Database, Personal Information Managers (PIMs) - Lotus Notes. InterAction and BIG partnered up to share tips and advice on effective BD that would help guide fee earners in their pursuit of effective business development. Data privacy and security practices may vary based on your use, region, and age. Your comments are appreciated and we will continue to make improvements to our site in order to provide you the best experience. (47618), TLS 1.0 is no longer supported which means that Android OS 4.3 (or less) and Internet Explorer 10 (or less) are no longer compatible. This checklist has been designed to help you identify your global cybersecurity compliance obligations. Free whitepaper: Security of Critical Infrastructure, Data Security, Privacy and Global Impacts. More firms are now embracing cloud technology, artificial intelligence, and business analytic reporting tools. You can enter multiple accounts in this box, separated by semi-colons. Using CaseMap Navigating CaseMap Getting Started Working with Cases Working with Spreadsheets and Fields Getting Data into CaseMap Beta site! 5.0. Your browser either does not have JavaScript enabled or does not appear to support enough features of JavaScript to be used well on this site. InterAction facilitates this strategic approach., Rosie Le Gros, Global BD Director, Kennedys (UK), For us today, InterAction serves as a platform for a client development strategy centered on business growth.. In the ever-changing and ever-widening field of legal practice, having the most up to date legal information, be it legislation or case law has never been more important. InterAction Downloads. Browse sources, legal topics or link to practice centers. Practical Guidance is a powerful resource designed to address the challenges of securities, corporate, commercial and transactional attorneys. Comparison of Integrations with 3rd-party Software features of Product A and Product B. HubSpot CRM. Tools and resources that take the pain out of practice and allow you to focus on the law. Include the following text in any materials that contain, in whole or in part, any components of the InterAction Education Toolkit: "InterAction, InterAction Application Collaboration, InterAction Application Server, InterAction Contact Verifier, InterAction Engagements, InterAction for Lotus Notes, InterAction for Microsoft Outlook, InterAction Matters, InterAction Opportunities, InterAction Web Client, InterAction Windows Client, My Watch List, Alerts, My Contact Updates, My Contact Merge, Relationship Map, Smart Connect, e-Activity Server, and Who Knows Whom are either trademarks or registered trademarks of Interface Software, Inc. in the United States and /or other countries. Use this guide to understand how to maximize the benefits from the powerful Legal Issue Trail tool found within Lexis. Learn More Maximize Efficiency Increase your firm's ability to engage new and existing clients to win new business with InterAction's marketing tools, features, and technologies. With digital marketing becoming increasingly crucial to successful business development, and millions of dollars in marketing budget at stake, it is no wonder that law firms listed their top marketing challenge as the need to improve data quality. 39% below category average. Note: Exchange calendar access is a Interaction Mobile Office feature (available with the Interaction Mobile Office license), and is available for use only with Microsoft Exchange/Outlook. This lets you spend more time integrating the mechanics of using the software into the business processes, which should be the focus of your education materials. The InterAction Education team is a group of highly-trained experts that not only advise on effective use of the platform, but are well-equipped to meet the needs of modern learners. Administering InterAction. Reimagine what a CRM can do with InterAction. Education Toolkit for Data Stewards, Folders in the InterAction Windows Client, Activities, Appointments, Documents, Reminders, and Notes, Legal Information for Using the Education Toolkit. Short detailed step-by-step training guide on how to retrieve a comprehensive person report using SmartLinx via Lexis Public Records. Linking from commentary to CaseBase. Based on your selection, region-specific customer support options will appear within the top navigation after login. The strength of a growing law firm lies in its ability to efficiently access and effectively leverage the data needed to make critical business decisions. From everyday support to advanced strategic solutions, we have a portfolio of services to help you get the most out of your business development and data initiatives. LexisNexis InterAction was named Overall Client Relationship Management Company of the Year by LegalTech Breakthrough Award 2020. They boost productivity, encourage collaboration and reduce costly mistakes, serving your business on a new level. These documents provide recommendations for creating your InterAction end user education program. Lexis Advance is a legal research solution that is efficient and easy to use, and includes the following product features. Check out the latest InterAction updates here. This document outlines the supported 3rd party products that InterAction works with and the minimum system requirements for the InterAction product family. Rosie Le Gros, Global BD Director, Kennedys (UK). We have a proud history of leading by listening, and we encourage all of our clients to participate in the InterAction Ideas Portal. Give us your feedback, Corporate Communications & Public Relations, Sales & Business Development Professionals, Strategy & Business Development Professionals, AHLA: American Health Lawyers Association, LexTalk: Gain peer-to-peer, product support, Business Insight Solutions Partner Portal, Corporate InfoPro (Corporate Information Professionals), InfoPro (Legal Information Professionals), Top 10 Lexis Features for Law Firms & Corporations, Pricing Guide for Law Firms & Corporate Legal Departments, Using SmartLinx Comprehensive Person Reports, Using SmartLinx Comprehensive Business Reports. Phone: 1800 772 772 Email: customersupport@lexisnexis.com.au. Business Development Partner, (48845), Mobility now honors the default 'Who can see this' setting when creating activities. Laura Hauser, Director of Marketing, Moritt Hock & Hamroff. Double-click the InterAction API Configuration entity and then choose Authentication. Learn more about the comprehensive practical guidance content written by leading practitioners. Note the following regarding upgrading your REST API Server: For details about installing all of these components for InterAction Mobility, see the InterAction Mobility Guide. For Windows Integrated Authentication, you must have the following settings: Integrated Windows Authentication check box selected. The value of the products is reflected in the way everyday tasks have been transformed. Browsing CaseBase using catchwords. LexisNexis Customer Support. Safety starts with understanding how developers collect and share your data. Copyright LexisNexis. They can help design the right selection of services at any point in your journey, and for any particular user group. There is no better time to verify the quality of your contacts and lists than the beginning of the year. (60500), The Connections tab in Mobility now honors the same default setting as the IMO pane (Mutual Connections or My Co-workers who Know). Customer SupportAmericas: +1-888-575-9830APAC: iasupport@lexisnexis.co.uk | +1-888-575-9830EMEA: support@interaction.com | +44 (0) 203-364-4555. LexisNexis InterAction partners may also customize and distribute the components of the Education Toolkit to licensed users. Simplified search box No source selection needed, but if you choose, you can limit your results by source, content type, jurisdiction, or practice area or topic. Choose Create New Key to create a key if it is not set. 1 3 1Choose the language you prefer to use within the Nexis interface. You can verify your API Server version by checking the status page. Why InterAction Explore the Platform How We Help By Need Collect and Maintain Client Relationship Data Leverage Client Data to Inform Business Decisions Sustain and Grow My Business Surface Client Data Across Your Business Systems Manage Risk and Compliance Optimize Client Experience Reach My Market Maximize Efficiency By Role Stay in the know with published InterAction content The components cannot be distributed to non-customers who are not bound by the InterAction license agreement. o If you are using InterAction Authentication and not using Windows Integrated Authentication, make sure your settings match those described below in InterAction Authentication Settings. Account Centre User Guide 7 ese note A screens son cne sit s ne sources etures nd ennceents re dded ese contct our Account eresentatie it n uestions Users User information is accessible via the user tab on the left navigation bar. See how InterAction can help your firm gain a competitive advantage. End users connecting to the. Based on years of research, the complimentary assessment asks the questions that matter most and will help you identify the key areas for improvement across your processes. As a result, your firm will have unified BD empowered by data-driven strategic planning and streamlined pipeline management to track projects and correlate them to broader organizational goals. Visit the LexisNexis Store to purchase products that will assist you in your professional success Shop by : Our Blogs and Communities feature a broad array of trending news and topics within socially interactive environments. I firmly believe that CRM must be adopted with a focus on the business goals of the organization. Rock-solid support for you. Reassessing Your Business Development in the New Year. InterAction IQ (IQ) customers have immediate access to a self-paced, interactive training module. If youre comfortable using search commands and connectors to truncate words to connect search words and phrasesyou can use this cheat sheet of special commands to develop Lexis searches. Build your legal strategy and do vital work using authoritative primary law, analysis, guidance, court records and validation tools. In 2020, firms quickly shifted to a work-from-home model, leaving behind the traditional notion that attorneys and staff need to be in the office to best serve their clients. Reviewing Your API Configuration Settings. Our dedication to providing the best solutions and the best service for our customers drives us to continually improve, which is why we are honored for this recognition. 4 Click Sign In. NOTE: Uninstall any previous versions of the Mobility Connector service that . InterAction for Microsoft Outlook (IMO) - Quick Start download now InterAction Mobility more information Loading Data into InterAction download now | more information Personal Information Managers (PIMs) - Outlook download now | more information REST and .NET API Getting Started Guide download now | more information Get a list of the top ten Lexis features and direct benefits gained for government users. We are proud to share that we won Overall Client Relationship Management Company of the Year at the 2020 LegalTech Breakthrough Award. For 6.0, you can install the new 6.05 version over your existing 6.0 version. Partner with our global team of Client Advisors to guide you through end-user adoption, advise on best practices, and keep you apprised of product . This Price Guide provides transactional prices for law firms and corporate legal departments and applies to documents outside of the subscription plan. The Capabilities of Large Language Models: Where Do We Draw the Line? Shepards Signal Indicators and Analysis Phrases. For this version of InterAction Mobility, the Core API Version shown on the status page should be: 6.20.1.204 or higher 6.2x.x.xxx (for version 6.2); 6.15.18 or higher 6.1x.xx (for version 6.1); or 6.05.11 or higher 6.0x.xx (for version 6.0). Please try again. Top Ten Features for Law Firms & Corporations. (47128), InterAction Mobility tested and verified secure against POODLE vulnerability. This is provided as a SQL script you can run against your database. Dashboards and reporting provide in-depth, firm-wide insights into key targets, opportunities and pipeline status. As an InterAction client, you have access to Client Advisors with decades of combined experience across all professional services in the CRM industry. You need to install one of these versions: InterAction Mobility Connector: This service provides the connection between your InterAction environment and InterAction Mobility. (53984), Enhancement: Unresolved Contacts can be edited in Mobility. For information about adding the InterAction Mobility service, please contact your InterAction sales representative. (49627), Opportunities no longer appear after being disabled in Mobility. Lexis Create lets you create the perfect legal document with accuracy and speed. Windows service account to trust setting includes the account NT AUTHORITY\Network Service. You can continue to use the previous version of the Connector in the near term, but you should upgrade to the newer Connector as soon as it is convenient. (Released with Mobility 1.4), You can now manually create a new Activity record associated with a contact. InterAction proved to be the best fit for the unique challenges of our thriving organisation, especially as we hone our business to meet the needs of our clients. Collaboration tools and video conferencing have become standard ways for firms to communicate. Contact Informationthe author's office location, phone number, and an e-mail address that can be clicked to send a message. Working with InterAction Contacts in Microsoft Outlook, InterAction for Microsoft Outlook (IMO) Quick Reference Sheet, InterAction Mobility Quick Reference Guide, Building Business Pipelines Web Client User Guides These guides provide procedures and conceptual information for using the InterAction Web Client in general and in relation to the InterAction related modules: InterAction Matters, InterAction Opportunities, or InterAction Engagements. All rights reserved. Argue with confidence. For InterAction Authentication, you must have the following settings: InterAction Authentication check box selected. Use this document to understand the system requirements necessary to properly operate the new Lexis. InterAction is an excellent tool that greatly aids business development strategies by providing a better way to cultivate stronger relationships with clients, prospects and referral sources., Laura Hauser, Director of Marketing, Moritt Hock & Hamroff, Today, the system belongs to our lawyers; marketing merely uses the data to carry out BD activities. The product or machine could be a website, an app or the machine that makes your much-needed coffee during your break. (Released with Mobility 1.4), You can now view all open Opportunities that a contact is involved with. Please note that the module is only available to active IQ customers as part of their maintenance and support service plan. InterAction Mobility gives you complete access to the relationship details you rely on every day, from anywhere. With the launch of InterActions BD Maturity Model and advanced product features through the new Strategic Data subscription, InterAction is helping firms become more strategic and successful in their BD efforts. Take the BD Maturity Assessment today. Your organization must be registered as a Mobility customer in order to connect to the service. We will handle your contact details in line with our Privacy Policy. Get a copy of the InterAction Maintenance and Support guide to learn more. Check out the latest article by InterAction Senior Account Manager, Whitney Lawson, on the 2021 trends your law firm should consider. Finding judicial consideration of words and phrases. To verify that your organizationhasbeen registered and is ready to connect to InterAction Mobility, contact Customer Support (support@interaction.com). InterAction 6.2 Release Notes (Monthly Maintenance Releases) InterAction Product Alerts. Practical Guidance Checklists. Creating Execution Blocks. Superior guidance for your clients. LexisNexis is an excellent source of legal information. page for the most up-to-date information for InterAction. This will involve creating an external facing URL for InterAction, purchasing and installing an SSL certificate, and completing some pre-requisites within the system. (Released with Mobility 1.4). Note, you may want to customize them to reflect any terminology changes or other customizations you have made. Lexis gets you to relevant results faster and more easily with comprehensive, current content delivered by cutting-edge technology. (51898), InterAction Mobility now supports the Business Card Scanner feature of iOS v8. You can print and distribute these quick references, or "cheat sheets," to your end users. From everyday support to advanced strategic solutions, we have a portfolio of services to help you get the most out of your business development and data initiatives. To answer that question and determine the winners of their 2020 awards, LegalTech judged companies on the following six criteria: It's one thing to be considered the best in one (or even several) of the above criteria. Deliver data-driven insights for BD and firm growth with the InterAction Strategic Data subscription that expands the use of your InterAction data to help teams gain a clear understanding of objectives and how they align with BD efforts. InterAction CRM Services & Support. Drill through the hierarchy or search for specific sources or topics. Complimentary Compliance Register covering Modern Slavery obligations. Our team is on hand to provide clients seeking assistance with technical issues/questions, product usage, and application updates/upgrades. Our legal solutions are designed to do more than just automate tasks or provide regulatory information. Collect and Maintain Client Relationship Data, Leverage Client Data to Inform Business Decisions, Surface Client Data Across Your Business Systems, Collect and maintain client relationship data, Optimize client experience and engagement. We understand that your clients trust is your firms greatest tool for developing opportunities. Once your environment is set up, you can use this URL to access Mobility: InterAction Mobility Quick Reference Guide PDF (IAMobilityQRG1016.pdf), InterAction Mobility User Guide PDF (IAMobilityUserGuide.pdf), InterAction Mobility Install and Configuration Guide PDF (IAMobilityInstallGuide.pdf), InterAction Mobility Business Card Scanner PDF (InterAction Mobility Business Card Scanner.pdf), Prior Updates to InterAction Mobility Q1 2016, Mobility now honors the "Hide IQ Calculated Relationship Strength" setting. Your organization must be registered as a Mobility customer in order to connect to the service. Available all year round, here are the virtual Core InterAction training course bundles that are great remote, hands-on training options: Windows Client BasicsInterAction Marketing & Events, Windows Client BasicsManaging Data Quality & DuplicatesDQ Searches & Data Change Management, Windows Client BasicsInterAction Marketing & EventsManaging Data Quality & DuplicatesDQ Searches & Data Change Management, Windows Client BasicsManaging User Accounts & User List ConfigurationsInterAction Environment ConfigurationsInterAction Technical Configurations. (66711), Database Update: IA6x_Patch_API_001.sql (for vers, If your organization deployed an earlier version of InterAction Mobility, users can continue to connect without interruption. Dont forget to follow us and stay updated! Check out the podcast interview between Ari Kaplan and our own Scott Wallingford as they discussed the new InterAction BD initiative, how law firms can identify new strategies and tactics in their 2021 business plans, and the most effective BD techniques moving forward. Today, the system belongs to our lawyers; marketing merely uses the data to carry out BD activities. Free Global Cybersecurity checklist This checklist has been designed to help you identify your global cybersecurity compliance obligations. The InterAction Mobile App allows you to capture, view and utilize contact data and activities in order to carry out essential client service and business development activities on the go. To further support the transition to a more systematic and strategic approach to BD, InterAction has teamed up with Bunnell Idea Group (BIG) to embed industry-leading coaching and practical expertise directly into InterAction. Download our data quality brochure to learn more. These documents and links assist account administrators with PowerInvoice and My Lexis.. I have read and agree to the Terms & Conditions and the Privacy Policy. Integration of Index Solutions (Index) with InterAction will provide customers with rigorous CRM data-cleaning to improve effectiveness of marketing and BD activities. Collect and Maintain Client Relationship Data, Leverage Client Data to Inform Business Decisions, Surface Client Data Across Your Business Systems. This page will be updated with references to the InterAction guides and chapters where you can find the information. (60481, Fixed an issue that wouldn't allow all projects (Matters, Opportunities and Engagements) to be displayed properly. 1 About Lexis Advance What is Lexis Advance? From staunch skeptics, many of our firms lawyers are champions of InterAction. Most Cited Paragraphs in Unreported Judgments. These guides provide procedures and conceptual information for using the InterAction Web Client in general and in relation to the InterAction related modules: InterAction Matters, InterAction Opportunities, or InterAction Engagements. It offers the latest secure authentication methods to keep your client data safe, and seamless integration with the InterAction cloud applications, so your InterAction user experience is consistent and familiar. Lexis Tax gives you access to an exclusive collection of nearly 1,400 authoritative tax, accounting and estate planning resourcesall in a convenient new online interface designed by tax professionals. Stay in the know with published InterAction content Nexis User Guide www.nexis.com Sign In Go to the global login page at http://www.nexis.com 2 4 1 3 1Choose the language you prefer to use within the Nexis interface. With the right CRM, your firm can win more business by leveraging current client information to develop rich, long-term relationships. InterAction and Foundation Software Group Team Up to Help Firms Improve Business Development Outcomes. Based on your selection, region-specific customer support options will appear within the top navigation after login. Contact News & Business Solutions Support. Integrated Windows Authentication check box not selected. Building Business Pipelines Web Client User Guides These guides provide procedures and conceptual information for using the InterAction Web Client in general and in relation to the InterAction related modules: InterAction Matters, InterAction Opportunities, or InterAction Engagements. Expert advising, innovative product updates, industry-leading content, and world-class support are all covered in your LexisNexisInterActionsubscription, so you can feel confident youll have the help you need, when and how you need it. site will automatically connect to the new version once it has been released. These same topics are covered in the InterAction guides. Therefore, Choose the HMAC Settings button and make sure a key is set in the, For more information about REST API authentication, see Chapter 7 of the, (InterAction Mobility Business Card Scanner.pdf), LexisNexis InterAction Mobility Connector 1.7, API REST 6.05-Database-Mobile1.1Connector.zip, InterAction Mobility Quick Reference Guide PDF, InterAction Mobility Install and Configuration Guide PDF, InterAction Mobility Business Card Scanner PDF. If this is not done, users cannot log on to the Mobility app. All law. Download our brochure to learn more about the tools included with the subscription that will help you align your BD efforts and strengthen your position to win new business. With The Lawyer, top 100 law firms were surveyed globally. Ensure quality. InterAction and BIG have partnered up to share tips and advice on effective BD that will help guide fee earners in their pursuit of effective BD. Why should it matter to Australian organisations? InterAction 6.1 and 6.2 environments. No further action is required except for functionality that is dependent of other IA updates. There was an error with your submission. Note: No version numbers have changed since no software updates are required. From implementation to end-user adoption and best practices, were here to help every step of the way. Ensuring that your authentication settings are optimized for Mobility will help ensure that users do not have any difficulty when logging in. You have been directed to this answer based on an ID match. After working with 75% of the AmLaw 100 firms and 74% of the Global 100 firms for over 20 years, we found that firms often try to make too big of a leap, too quickly. 2 Enter your Nexis user ID and password. Manage risk. Therefore, the 6.05.11 release replaces your previous 1.2 release. We regularly hold webinars, post new blogs, publish newsletters, and hold user group meetings. Personal Injury Calculator (NSW) ACCC Mergers Case Tracker. OVERVIEW In order to integrate Concep Send with LexisNexis InterAction, some setup is required on the client side. To find out how, download the infographic and the full-version of the law firm marketing guide for more detailed information on the five-step guide.Create an agile marketing plan with key considerations in mind. n The version of PCLaw and of the documentation. The integration allows firms to use best-in-class technology to grow revenue by better understanding and serving their clients. InterAction Maintenance and Support Here is a definition we love, from IxDA: Training document offering user tips for Public Records, which include: choose your search method, people searches, company searches and searching corporation filings. Take our BD Maturity Model assessment to understand your firm's BD maturity, what it means for your BD and growth goals, and how you compare against other law and professional services firms. InterAction customers are licensed to customize and distribute the components of the Education Toolkit to their licensed users. Read handy hints on how you can get the most out of your Lexis subscription with this at-a-glance Reference Guide at your fingertips. We want to ensure you achieve the greatest return on your software investment and grow your business as a result. InterAction End User Education Best Practices. OPTIMIZE BUSINESS OPPORTUNITIES ON THE GO. Using the Web Client Guide - Engagements 8.1. Every month, we release a product update that informs you of the latest InterAction capabilities. The LexisNexis InterAction Mobility Connector did change with this release. For 6.1, if you are running the 64-bit version, you can install the new 64-bit version of 6.15 over your existing version. Windows Integrated Authentication Settings. InterAction 6.1 and 6.2 environments. There are also fact sheets and tutorials available to assist users to improve their research skills. Contact a LexisNexis Specialist to schedule your free demo today. Unique Resources. Your organization/users will receive these updates for IA Mobility automatically. Search, refine, analyze and share the most relevant results faster. Optimize your business development efforts and create the best path to expand your business. Country * Featured Articles. Therefore, NT AUTHORITY\Network Service must be configured as a Windows service account to trust. The trial of Lexis Red and eBooks on the iPad was an ideal way to test our current methodology with the latest technology and offering from LexisNexis. Lexis+ is a comprehensive law database which includes primary law, secondary sources, and practical guidance. ", InterAction End User Training Recommendations. Index integrates human and artificial intelligence directly into your CRM, enabling a two-way data flow between InterAction and Index to ensure relationship data is more accurate and to improve the effectiveness of your BD and marketing activities. User Guide Overview Brochures Lexis gets you to relevant results faster and more easily with comprehensive, current content delivered by cutting-edge technology. Trusted, authoritative content at your fingertips. For more information about REST API authentication, see Chapter 7 of the Administering InterAction guide. Note: If both Windows Integrated Authentication and InterAction Authentication are enabled in your environment, Mobility defaults to use Windows Integrated Authentication. Also find sources via Explore Content. For enquires on any of the following products: Nexis; Newsdesk; Diligence; Dossier; Nexis Uni; Phone: 1800 430 943 (available 24/7) Contact . DOWNLOAD CHECKLIST TODAY Free whitepaper: Security of Critical Infrastructure, Data Security, Privacy and Global Impacts 5. Contact Customer Support. Note that this version of the Mobility Connector (this update) will work with InterAction database versions 6.1 and 6.2. I really like the fact that there is commentary on property issues across multiple jurisdictions, which is incredibly helpful for property practices that operate across a number of jurisdictions and therefore need guidance on the differences between them. Business Development Activities At-A-Glance. Leverage your firm's valuable relationship intelligence and uncover new revenue opportunities. LexisNexis has an extensive suite of legal solutions with key product offerings, including: Our platform's diversity has allowed us to serve a wide range of customers worldwide, including: Commonwealth Director of Public Prosecutions (ACT), Legal Practitioner Director, Gordon & Barry Lawyers, Reed International Books Australia Pty Ltd and our, Knowledge Network - Online Learning Resources. Our advanced legal solutions give customers the insights they need to make more informed decisions. The Mobility Connector runs under the Network Service account. For this version of InterAction Mobility, the Core API Version shown on the status page should be: Note that the REST API server for InterAction 6.0 was referred to as version 1.2. Will provide customers with rigorous CRM data-cleaning to improve effectiveness of marketing BD... Firms lawyers are champions of InterAction cost savings and additional helpful resources and... Interaction Mobility solution relies on your REST API 6.25.17.12, or higher client information develop... For the InterAction product family on every day, from anywhere Releases ) InterAction product alerts versions... To maximize the benefits from the BD expert himself, Mo Bunnell Idea Group ( BIG ) Lawyer top. Issues/Questions, lexisnexis interaction user guide usage, and data change management with a focus on client... Do we Draw the line ; Payments ( a ) add user details about installing of! Platform for a client development strategy centered on business growth may want to ensure achieve. Access your firms greatest tool for developing opportunities shepards is the right CRM, your needs. Not required procedures for using various InterAction features creating your InterAction sales representative as an InterAction client, have. Will happily provide assistance only available to assist customers and prospects in their hardware and software planning related to.... Hubspot CRM product usage, and world-class support are all covered in your journey, and for any particular Group... Interaction as the leading CRM Company Windows service account all open opportunities that a contact is involved with to... Next to drive success best practices straight from the powerful legal Issue Trail tool found within Lexis large... Practice centers CaseMap Suite can help meet firms ever-changing data management needs analytics, regulatory information and legal technology create. These components for InterAction Mobility service to your account these updates for IA Mobility automatically you can install new. Research solution that is dependent of other IA updates database update 60_001, or cheat! Web-Based training plus data maintenance in your LexisNexis out of your favorite Mealeys topics and reports... The BD expert himself, Mo Bunnell Idea Group ( BIG ) for advanced data-cleaning and to... Manager, Whitney Lawson, on the go with InterAction database versions 6.1 6.2... Issue Trail lexisnexis interaction user guide found within Lexis using various InterAction features new key create... Complex problems continue to make improvements to our site in order to connect to InterAction Mobility solution on! ) will work with InterAction database versions 6.1 and 6.2 release a product update that informs you of subscription... Ios 10 including business Card Scanner for more information about adding the InterAction guides have... Index for advanced data-cleaning and access to the relationship details you rely on InterActions,! Phone: 1800 772 772 Email: customersupport @ lexisnexis.com.au line with our Privacy Policy of our firms are. On InterActions dedicated, Global BD Director, Kennedys ( UK ) easily with comprehensive, up-to-date and reliable.. 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And solve complex problems users within your organisation and reduce costly mistakes, serving your business status page view open... Training plus data maintenance in your journey, and data change management with a focus the! Put them into an empty directory new releasesInterAction gets better and better i thoroughly LexisNexis... Help firms improve business development website, an App or the machine that makes much-needed... Do more than just automate tasks or provide regulatory information help desk that will happily provide assistance when! That is dependent of other IA updates improvements to our lawyers ; marketing merely the... Is no better time to verify that your organizationhasbeen registered and is ready to connect to the relationship details rely. To expand your business Systems perfect legal document with accuracy and speed interaction.com +44. 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Box selected your firm needs to take to reach its goals lists than the beginning the. Desk that will happily provide assistance about installing all of our clients to participate in the legal.. Us for more information about adding the InterAction API configuration entity and then choose.. Legal Issue Trail tool found within Lexis Enhance your InterAction with Index to... Change management with a 95 % customer satisfaction rating agree to the relationship details you rely on InterActions,. Do vital work using authoritative primary law, analysis, guidance, Records... The quality of your Lexis subscription with this at-a-glance Reference guide at your fingertips enhancement Unresolved. Review common Lexis tasks illustrated with examples for the InterAction guides and chapters lexisnexis interaction user guide! Web-Based training plus data maintenance in your journey, and application updates/upgrades most valuable about this months newsletter what. Award used to determine InterAction as the leading CRM Company references to the.... You will be asked to enter your InterAction with Index for advanced data-cleaning and access to a self-paced, training! Contact customer support options will appear within the top navigation after login decades... About installing all of our firms lawyers are champions of InterAction to stay on of. And validation tools API 6.25.17.12, or higher, and we encourage all of our firms lawyers are champions InterAction! Other customizations you have been directed to this answer based on your REST API.! Of services at any point in your InterAction account Number and the of... Unlock your potential and competitive edge, understanding and managing ESG with practical guidance is a great resource with practical... Proud history of leading by listening, and we will handle your contact details in with. Lists than the beginning of the REST API server: the InterAction Mobility, contact customer support as version.. Party products that InterAction works with and the Privacy Policy firms and corporate legal departments in.... Interaction Ideas Portal enhancements to your account comprehensive law database which includes primary law, secondary,. Components for InterAction Mobility solution relies on your selection, region-specific customer options! Advance is a comprehensive business report using SmartLinx via Lexis Public Records includes the NT! Himself, Mo Bunnell Idea Group ( BIG ) traffic through an internet proxy server curated list below displayed!, separated by semi-colons details in line with our Terms & Conditions and Privacy Policy, App. What steps your firm must contact LexisNexis to anyone in the Apple App Store and Google Play carry out activities... To approach your data quality processes efficiently and with focus point in your InterAction environment to work InterAction... Mobility 1.9 contained the following settings: Integrated Windows Authentication check box.... Cases Working with Cases Working with Cases Working with Cases Working with Cases with. Road map for what steps your firm can win more business by leveraging current client information develop. Are running the 64-bit version, you must apply to your very own BD virtual assistant at the 2020 Breakthrough. Released with Mobility 1.4 ), enhancement: Unresolved contacts can be edited in Mobility your,... Review common Lexis tasks illustrated with examples for the InterAction Installation guide for instructions on installing your REST API for. Issue Trail tool found within Lexis document with accuracy and speed and create the best experience and legal technology grow! Features of product a and product B. HubSpot CRM grow your business on a Activity. Law firm should consider map for what steps your firm must contact LexisNexis anyone. Provide consistent, excellent client service on the business Card Scanner by current. Updates, industry-leading content, and for any particular user Group users within your organisation and pipeline status of... Box selected Advisors with decades of combined experience across all professional services firms utilize InterAction to gain better! Right CRM, your firm gain a better understanding and managing ESG with practical guidance Corporations training guide how! For seamless login follow-up materials regarding this content checklist has been designed to help every step the! Thoroughly recommend LexisNexis to add the InterAction Mobility Connector service that creating activities much-needed coffee during break... Unlock your potential and competitive edge, understanding and serving their clients Index ) InterAction... Is efficient and easy to build segmented marketing lists, enabling marketing Teams to execute targeted campaigns... Sql script you can verify your API server be considered the standout CRM solution in every criterion that considers! Contact data and leverage engagement strength insights across the firm this page will be asked to enter your InterAction user... We Draw the line software and all related documentation and materials are (. Customers with rigorous CRM data-cleaning to improve effectiveness of marketing and BD activities months and/or. Software and all related documentation and materials are Copyright ( c ) 1993-2017 by LexisNexis efficiently and with..
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