Julie Mortimer of Mills & Reeve on The Right Way to Kickstart Your CRM Strategy - Passle's CMO Series Podcast EP176
You should be talking about philosophies—not just tactics—in your thought leadership
Future-Ready – Equipping MBD Teams to Navigate and Leverage Emerging Technologies
The Competitive Edge: Insights-Driven Decision Making
Innovation in Compliance: Exploring the Fractional COO Model with La Tonya Roberts
Innovation in Compliance: Strategic Compliance in Regulated Industries with Kerri Reuter
Strategic HR Insights with Kelly Mitchell
072: Prepare For Trump Executive Orders To Hit Your Law Firm
Hilary Preston, Vice Chair at Vinson & Elkins, Discusses Energy Innovation: Protecting Your Intellectual Property Portfolio
Mock Jury Exercises: Enhancing Litigation Strategy in Consumer Financial Services Cases — The Consumer Finance Podcast
Building and Exiting Business Partnerships
The Litigation Landscape Explained
Jaclyn Braga and Jenny Hills on Tapping into your Martech Stack to Compete and Win - Passle's CMO Series Podcast EP162
Vetting a ghostwriter? Make sure they say they'll do this one thing.
The five ways that thought leadership is a talent magnet
Hsu Untied interview with Joseph Halloum, Partner at King & Spalding
Federal Update – 2025 A Political Patchwork of Possibility
Ryan MacDougall Discusses Business Development in the Legal Industry
Joe Green & Monica Rodriguez Kuniyoshi on Integrating Generative AI with Your Experts: Passle CMO Series Live Podcast
Episode 97: Breaking Down Silos: Achieving Cohesion in Law Firms with Guest Kate Stoddard
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
At Society 54, we believe strategy shouldn't be confined to a binder or pulled out for review only once a year. It should be actionable, dynamic, and directly tied to real-time insights into your firm's operations. In today's...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
Business development (BD) focuses on identifying and supporting opportunities that align with growth targets and strategic objectives, while communications tailor internal and external messaging to advance these business...more
Match Up Insights, Eliminate Inefficiencies, and Take Home Productivity-Driving Process Improvements for Your Team - March Madness isn’t just about buzzer-beaters and team pride – it’s about strategy, execution, and...more
For years, legal marketing and business development (MBD) teams have fought against the perception that they are cost centers—essential, but not central to a law firm’s success....more
If you’re a game player, you know that checkers and chess – despite being played on the same board – are totally different games. In checkers, the moves are relatively simple and straightforward, with limited variation – you...more
Today, data is king. Organizations are constantly balancing an influx of data that they must store, retain, or process. When it comes to implementing an information governance (IG) program, businesses are tasked with...more
Gartner predicts that nearly 50% of initial contract lifecycle management (CLM) implementations will fall short of expectations. Implementing CLM successfully is a complex endeavor that hinges on navigating a myriad of...more
In today's competitive landscape, operational efficiency is crucial for business success. Many organizations struggle to streamline back-office processes, hindering productivity and growth. This blog explores strategies to...more
This article first appeared on ALM Consulting magazine. As companies across all sectors have invested massive amounts of capital in the collection and evaluation of data and analytics over the past decade, clear and coherent...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
It’s safe to say that most of us didn’t pursue a career in law because of our love for data, right? If we were passionate about data, we’d probably be in a different field altogether....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
Process inefficiency can create problems that quietly stifle productivity and potential growth. In an era of rapid digitalization, companies that lag in business process improvement risk falling behind competitors who embrace...more
As we approach the end of the year, it’s the perfect time for businesses to reflect on their processes and strategies, and to make improvements for the coming year. One area that often gets overlooked but can have a...more
As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the...more
On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence. The ability to effectively manage client relationships is crucial for law firms aiming to thrive in...more
On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s of data quality –...more
On the second day of CRM, Chris Kringle Fritsch explained to me, how to measure CRM success! CRM success is different for every firm, but one thing is for sure, if you have a CRM system, success can and should be...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