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CRM Legal Technology

Passle

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

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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

Good2bSocial

Our 2025 HubSpot Tips Guide

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HubSpot is a powerful tool that law firms of any size can use to level up their digital marketing. However, that doesn’t mean organizations always leverage HubSpot CRM or CMS to their full potential. For this blog, I have...more

ClientsFirst Consulting

Why We Love Data Quality

Love is in the air this February—but at CLIENTSFirst Consulting, we have a different kind of passion: a love for data quality. While it may not be the most glamorous topic, high-quality data is the unsung hero of every...more

Good2bSocial

How to Build a Quality Email Database for Your Law Firm

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Email remains one of the most powerful marketing tools available, delivering some of the highest returns on investment. However, achieving meaningful results requires a well-rounded and engaged email list. Without it, your...more

Legal Internet Solutions Inc.

Turning Nay-Sayers into Yay-Sayers: Overcoming Attorneys' Lead Scoring Objections

Implementing a lead scoring model in a law firm can significantly enhance marketing and business development efforts. However, attorneys often have valid concerns and objections to adopting new systems. It’s to be expected...more

JD Supra Perspectives

Six Practical Tips to Improve your Client Data

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Michael Idinopulos shares insights about how to improve the quality of your client data, and why it matters....more

Legal Internet Solutions Inc.

Top 10 Ways to Engage Your Clients Throughout the Journey

Effective Client Engagement Strategies for Law Firms - In today’s competitive legal market, client engagement is not just a buzzword—it’s a necessity. Law firms that prioritize and excel in client engagement are more...more

Passle

Jaclyn Braga and Jenny Hills on Tapping into your Martech Stack to Compete and Win - Passle's CMO Series Podcast EP162

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In today's fast-moving digital world, having a well-organized Martech stack helps marketers streamline their work, use data to create personalized campaigns, and achieve efficient, measurable results across various channels. ...more

ClientsFirst Consulting

CLIENTSFirst Consulting’s Top Five Blogs and Videos of 2023

The world of marketing technology is ever-changing, and with these changes comes its own set of challenges and opportunities. This past year was no different. We saw more firms than ever before embracing new technologies such...more

ClientsFirst Consulting

Six Festive Strategies to Enhance Your CRM

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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

Good2bSocial

HubSpot CRM for Law Firms: Best Practices for Success

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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

ClientsFirst Consulting

Two Ways to Redefine & Achieve CRM Success

Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data. We think it...more

ClientsFirst Consulting

Six Things to Consider Before Breaking Up With Your CRM System

Are you considering a new CRM? Before you decide to purchase a new system, a better and more budget friendly option may be to update and improve your current system and more effectively utilize what you have....more

ClientsFirst Consulting

CLIENTSFirst Consulting’s Top Blog Posts and Videos of 2022

Welcome to our annual roundup of CLIENTSFirst Consulting’s top-performing posts of the year! The world of marketing technology is constantly evolving, with new trends, innovations and best practices emerging all the time....more

ClientsFirst Consulting

[Webinar] Epic CRM Fails Part 3 - CRM Adoption Fails & How to Avoid Them - September 29th, 12:30 pm EST

#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

ClientsFirst Consulting

[Webinar] #EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them - January 27th, 11:30 am ET

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

Epiq

Ease and Responsiveness are Critical Success Factors in Law Firms

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Legal software maker CLIO surveyed thousands of law firm clients in its Legal Technology: Future Horizons survey. One question asked the clients what was most important to them when choosing a law firm. The majority cited...more

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