Business Development, Legal Operations, Strategic Planning

Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM Strategy - Passle's CMO Series Podcast EP176

Passle on 7/22/2025

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

Why Great Marketing Teams Share Their Secrets

LawVision on 7/21/2025

Long ago, the partner in charge of marketing at a Big Four accounting firm discovered that several members of his team had joined the Association of Accounting Marketing Executives. Not only were they attending meetings, but...more

Future-Ready – Equipping MBD Teams to Navigate and Leverage Emerging Technologies

Society54 on 7/17/2025

Technology has the power to transform legal marketing and business development, but with new tools and trends emerging constantly, it’s easy to feel overwhelmed. How can firms stay ahead of the curve, choose the right...more

AI Toolkit for Leaders: Use Cases, Benefits and Guardrails

Womble Bond Dickinson on 6/24/2025

If 2023 was the year of, “What is AI?” and 2024 was the year of “Be afraid of AI,” then 2025 is the year of “If you aren’t using AI, you are already behind.” That was the message of Womble Bond Dickinson’s AI Toolkit for...more

Proactive Pricing for Law Firms

LawVision on 3/24/2025

A few years ago, I wrote a blog on proactive profitability. Given the evolving dynamics and trends in pricing in 2025, I want to explore a parallel concept: proactive strategic pricing. ...more

Changing Out of White Shoes: Why General Counsel Are Moving Work to Challenger Firms

Mitratech Holdings, Inc on 2/3/2025

Market Dynamics Are Changing In-House Relationships with Law Firms - A quiet revolution is taking place in outside counsel management: general counsel (GCs) are turning away from the traditional elite law firms — bastions...more

What is Client Journey Mapping and Why is it Crucial for Law Firms?

Legal Internet Solutions Inc. on 12/19/2024

It should go without saying that understanding your client’s experience with your firm is critical to understanding how to continue impressing this client as well as future clients. (Or to understand what needs to be fixed.)...more

Lateral Partner Integration Requires Business Development Plan

Goulston & Storrs PC on 5/30/2024

How can law firms attract, integrate, and retain top talent across all levels while gaining a competitive advantage? This is the proverbial question that remains top of mind for recruiters and business development...more

What Are the First Four Steps to CRM Success?

ClientsFirst Consulting on 4/10/2024

A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, but there is an ongoing —...more

Four Strategies to Turn Your CRM into a Pot of Gold

ClientsFirst Consulting on 3/14/2024

Finding the right CRM system for your law firm can be trickier than catching a leprechaun. There are many options to consider, each with its own unique features and functions....more

Five Tips to Tie Marketing & Business Development Value to Firm Success

LawVision on 1/4/2024

“I’ve been a marketing/communications professional for years and – given this economy – I am feeling the need to demonstrate value. Sales professionals have revenue metrics to show value, but I don’t know how I can do the...more

New Year, New CRM: Breaking Old Habits in Your Law Firm

ClientsFirst Consulting on 12/27/2023

As we usher in a new year, it’s natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s...more

12 Days of CRM: Day 3 - Increasing CRM Adoption

ClientsFirst Consulting on 12/15/2023

On the third day of CRM, Chris Kringle Fritsch informed me, it’s time to improve CRM usability! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we...more

Navigating the Marketing, Business Development and Sales Continuum

ClientsFirst Consulting on 11/17/2023

For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to...more

Trick or Treat: Six Data Quality Management Tricks to Treat Bad Data

ClientsFirst Consulting on 10/31/2023

As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM...more

Herding Cats: Five Ways to Increase CRM Adoption

ClientsFirst Consulting on 10/26/2023

In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier,...more

A Guide to Revamping Your Law Firm’s Customer Relationship Management System This Fall

ClientsFirst Consulting on 10/11/2023

Autumn is a time for reflection and recalibration for law firms. The changing season is a strategic opportunity to assess and optimize your Customer Relationship Management (CRM) system....more

10 Ways to Harness the Potential of Your CRM System

ClientsFirst Consulting on 10/10/2023

The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and...more

Mastering CRM Metrics: Strategies for Measurable Success

ClientsFirst Consulting on 9/21/2023

Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more

Take Your CRM to the Next Level: Maximizing Impact Through Advanced Strategies

ClientsFirst Consulting on 8/21/2023

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

CRM Summer School: Contact Management 101

ClientsFirst Consulting on 8/11/2023

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

Take Your CRM to the Next Level: Advanced Strategies for Maximum Impact

ClientsFirst Consulting on 8/1/2023

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

Set Up Your Law Firm for Successful Content Marketing in 2023

9Sail on 1/6/2023

With a new year upon us, you likely find yourself considering how to best ensure success for your law firm in the coming year. Amidst the factors of budgets and schedules, it’s important to take the time to consider how you...more

[Webinar] Not a Programmer? Not a Problem: Get the No-Code Toolkit for Process Improvement. - January 26th, 1:00 pm - 2:00 pm ET

Mitratech Holdings, Inc on 12/7/2022

Join our upcoming live webinar with PwC and AgFirst Farm Credit Bank for in-depth insights on innovative, easy-to-replicate ways you can leverage no-code workflow automation to elevate your team’s efficiency. When every...more

Setting the Table for Success

Baker Donelson on 12/23/2021

There's magic in a beautifully set table. Have you ever salivated over a table at which even Martha Stewart would be proud to sit? During this time of year, I find myself googling "DIY holiday table setting ideas" and...more

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