Compliance Tip of the Day: Rethinking Corporate AI Governance Through Design Intelligence
Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM Strategy - Passle's CMO Series Podcast EP176
Compliance Tip of the Day: COSO Governance Framework: Part 4, Culture
Tips for Conducting a Trade Secret Assessment with Rob Jensen
Bar Exam Toolbox Podcast Episode 318: Quick Tips -- The Final Two-Week Bar Exam Countdown
Navigating Employee Integration in Mergers and Acquisitions: Lessons From Pretty Woman — Hiring to Firing Podcast
Work This Way: An Employment Law Video Podcast | Episode 51: Smarter Recruiting Strategies with Rhiannon Poore of Forge Search
California Employment News: Creating the Report for a Workplace Investigation – Part 4 (Featured)
Compliance Tip of the Day: Assessing Internal Controls
Compliance Tip of the Day: COSO Objective 5 – Monitoring Activities
Compliance Tip of the Day: COSO Objective 3 – Control Activities
Compliance Tip of the Day – COSO Objective 1 – Control Environment
Hiring Smarter: Best Practices for Interviews: What's the Tea in L&E?
Compliance Tip of the Day – New FCPA Enforcement Memo – What Does it Mean?
Compliance Tip of the Day: Code of Conduct as an Internal Control
California Employment News: Gathering Information in a Workplace Investigation – Part 2 (Featured)
Compliance Tip of the Day: Risk Assessments and Internal Controls
FCPA Compliance Report: The Role of Culture and Data in Fraud Risk Management - A Conversation with Vincent Walden
Compliance Tip of the Day: Podcasting for Compliance Training
Compliance Tip of the Day: Compliance Training Frequency
As major infrastructure initiatives like CRM become more essential, many firms find themselves struggling to get projects off the ground. From securing stakeholder buy-in to selecting the right technology and navigating...more
Did you know that inefficiencies in processes can cost businesses a significant portion of their revenue each year? Streamlining isn't just a corporate buzzword—it's a vital strategy to stay competitive in today's fast-paced...more
As law firms move further into the digital age, CRM (Client Relationship Management) systems have emerged as critical tools in the marketing and business development (BD) toolkit....more
This year’s CRM Success Survey revealed key insights into the most common pitfalls and best practices for leveraging CRM systems....more
The emphasis on having clean, correct and up-to-date data in law firms has increased as more firms leverage client information to drive business decisions. This sentiment is shared across multiple industries, as 95% of U.S....more
The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible....more
In today’s data-driven world, law firms rely on large amounts of data to develop relationships, win new business, and serve client needs. Whether attorneys or professionals are managing client relationships in their CRM or...more
Implementing a CRM system in a law firm is a tumultuous process that is filled with many challenges and milestones. After the initial stages of the rollout are completed – assessing the firm’s needs, selecting the right...more
As the days lengthen and flowers begin to bloom, spring isn’t just a time for nature to awaken – it’s the perfect opportunity to awaken your CRM system from hibernation. After the hustle and bustle of fall and winter,...more
We have come a long way since the old term “garbage in, garbage out” was first used to describe flawed –i.e. garbage — data input that produces flawed “garbage” output. ...more
After you have implemented your CRM system, how can you ensure that the data coming in is clean, correct and up-to-date? Not only that but how can you make sure it stays clean?...more
In today’s day and age, we are inundated with large amounts of data, coming in from new sources, containing a greater variety and more complex data sets. But what we need isn’t more data, but better data. According to trusted...more
As the holiday season rolls in, bringing a spirit of joy and celebration, it’s the perfect time to revitalize your Customer Relationship Management (CRM) system. Just as we deck the halls and trim the tree, your CRM deserves...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
Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development. Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand...more
Schools, businesses, non-profits and other organizations need alumni relations programs to help with critical initiatives such as recruiting, fundraising/donations, sales/business development, referrals and general positive...more
It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating...more
HubSpot is one of the best CRM systems available. Paired with a robust inbound marketing platform, HubSpot makes it easier to increase your firm’s awareness and reduce the time spent tracking down data and contact...more
Are your professionals using the CRM system? If not, it’s time for a different approach to gaining adoption. These tips can help your team see the value and benefits of CRM - and may actually get them to use it....more
Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning....more
#EpicCRMFails Webinar Series - Almost every firm using CRM and other marketing and business development software is looking for ways to increase the ROI on their technology investments. In the pursuit of success with...more
Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes...more
Bad data has many negative and costly effects, but one of the most serious is being blacklisted. Email blacklisting can cause an organization’s communications to be blocked and made undeliverable, essentially branding the...more
We could talk all day about the giant puzzle created by dirty data. But to master the data quality domino game, it’s more important to focus on stopping the data dominoes from falling and blocking future issues so you don’t...more
I often see charters and business cases with a list of desired CRM benefits that look like this list below...more