Elite® Apex^TM
Client Relationship Management for Law Firms

• Provides firm-wide relationship management with individual input and control
  
  
• Streamlines client management and communications activities
  
  
• Delivers robust marketing automation functionality

Make the most of your firm’s greatest asset - the people you know and what you know about them - with Elite Apex. A firm-wide relationship management tool with advanced marketing automation capabilities, Apex provides your law practice with a competitive edge by delivering solutions that help you sustain and build client relationships for increased profitability.

Features

• Centralized Database - captures all client and contact relationship information across the firm within a single, shared relational database
• One Company/Contact, One Record - ensures each company and contact name is stored once within the database; everyone adds their unique knowledge to create a comprehensive view of each relationship
• Flexible Security - enables lawyers to protect client confidentiality - from the entire relationship to selective contact information
• Business Card Wizard - simplifies and streamlines data entry
• Microsoft Outlook/Palm Integration - ensures changes made in Apex or MS-Outlook are updated in both applications and synchronized with hand-held devices
• Microsoft Word and WordPerfect Integration - automates client communications and document processing tasks
• Activity Tracking - maintains a complete record of activities and communications
• Calendar - manages your schedule and workload; keeps track of important appointments, tasks and to do items
• Reporting: includes a set of built-in core reports; report data can be output to standard text and spreadsheet formats, or to a formatted Adobe Acrobat PDF file that can be emailed to others in the firm
• Marketing Automation - provides list and event management tools to develop and execute successful marketing campaigns
• Personalized e-mails: streamlines communication with contacts from lists and events
• Financial Integration: leverages data generated by Elite’s family of financial and practice management applications, or financial offerings from other vendors
• Customizable Fields and Multi-Language Screens - offers global support and enables Apex to be tailored to your law practice