Having a Customer Relationship Management (CRM) system isn’t enough to achieve success in today’s dynamic business landscape. The real edge comes from leveraging your CRM’s advanced capabilities, ensuring it’s tailored to...more
In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more
8/18/2023
/ Artificial Intelligence ,
Best Practices ,
Business Development ,
Client Services ,
Content Marketing ,
Corporate Culture ,
CRM ,
Data Management ,
Firm Leadership ,
Law Firm Ownership ,
Law Firm Partners ,
Law Practice Management ,
Strategic Planning ,
Succession Planning
The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it’s the perfect opportunity to declutter and refresh your firm’s CRM...more
During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up.
This knowledge holds value...more
A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system,...more
8/1/2023
/ Analytics ,
Artificial Intelligence ,
Automation Systems ,
Business Development ,
Client Data ,
CRM ,
Data Management ,
Legal Operations ,
Machine Learning ,
Relationship Intelligence ,
Strategic Planning
As the legal industry becomes increasingly competitive, law firms are recognizing the importance of effectively managing their experience and knowledge to foster collaboration, demonstrate their expertise to clients and win...more
If you are a small or mid-sized law firm, being able to quickly pivot to prepare for or adjust to trends within the legal industry can give you an advantage over larger firms. To help guide you, here are four important trends...more
While CRM systems are essential to assist in communicating effectively and coordinating your responses and outreach during this crisis, there are also a number of other supporting technologies that you can invest in and...more
The rapid pace of technology development can be dizzying. In the professional services arena, technology is accelerating change in every department and practice and affects almost all roles and responsibilities. In...more
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet...more