Judge Xavier Rodriguez on Possession, Custody, or Control from the Meet and Confer Podcast
From OCR to AI The Future of Media and Image Analysis in eDiscovery
Future-Ready – Equipping MBD Teams to Navigate and Leverage Emerging Technologies
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 241: Fighting Nurse Burnout with Data-Driven Innovation with Dr. Ecoee Rooney of Indicator Sciences
Rethinking Records Retention
From Dashboards to Data-Driven Decisions – The Evolving Role of Technology in Legal Marketing & BD
Harnessing AI in Litigation: Techniques, Opportunities, and Risks – Speaking of Litigation Video Podcast
Nicholas Barrows of Trowers & Hamlins on Blending AI with Human Creativity to Drive Deeper Client Connections - Passle's CMO Series EP172
Navigating the Maze: eDiscovery Essentials for Employers — Hiring to Firing Podcast
FCPA Compliance Report: AI, Data Compliance, and Ownership - A Conversation with Andrew Hopkins
Compliance into the Weeds: Unsexy Keys to Data Analytics for Compliance Programs
A Blueprint for Efficient SRRs: Mastering Your Subject Rights Workflow
A Less is More Strategy for Data Risk Mitigation
All in the Family: What’s Next for Cloud Attachments in eDiscovery?
Podcast - Bowling with Bumpers: Using a Privacy Framework to Set Your Company Up for a Strike
A Sneak Peek into Data Mapping: What Implementation Really Looks Like
It's Time to Think About Data Mapping Differently
Monumental Win in Data Breach Class Action: A Case Study — The Consumer Finance Podcast
[Webinar] AI and Data Privacy: Minimizing Risk and Maximizing Opportunity
Work This Way: A Labor & Employment Law Podcast | Episode 15: eDiscovery for Employers with Angela O’Neal, Nextra Solutions Director
As AI becomes embedded in enterprise workflows, legal and compliance leaders are stepping into a new role: not just managing risk but shaping data strategy for the structure, controls, and accountability needed to responsibly...more
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
The gap between AI's promise and its practical implementation in legal organizations is substantial. After 25 years designing and deploying technology solutions in legal environments, I've observed a consistent pattern: the...more
When successful, a CRM system helps firms efficiently manage contacts and tracks interactions with current and potential clients to improve business development outcomes. Without a proper implementation strategy, however, a...more
Choosing the right CRM system can drastically change how law firms and professional service firms interact with their clients and develop business. However, navigating the complex landscape of CRM options and understanding...more
According to a recent survey by Thomson Reuters, less than 10% of firms find their current CRM system valuable, and nearly 20% find it not effective at all. Too many firms have failed to accurately assess their needs before...more
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
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
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
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
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
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
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
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
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
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
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
As we pointed out in Part One of this pair of posts, Legal Operations optimization is now a mandate for corporate legal departments. ...more