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 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
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
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
What corporate persona does this describe? A C-Suite executive who is focused on gathering data to drive better decision-making, advancing productivity and collaboration, capitalizing on their “unique” vantage point (a hub...more
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
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
Bringing a mere checklist to a matter team is like bringing a water gun to a house fire. The whole house is on fire: you need the right tools. That would be a fire hose and certified firefighters. Checklists are an important...more
Legalweek 2025 Session Recap - While ‘Digital Transformation’ can mean many things to an organization, it’s clear that legal departments can play a large role in driving this change. This was the topic of focus at the...more
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
In this episode of The Consumer Finance Podcast, Chris Willis is joined by Matt Hansen, Jason Manning, and Michael Lacy, partners in Troutman Pepper Locke’s Consumer Financial Services practice group, to discuss the use of...more
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
Traditionally, alternative legal service providers (ALSPs) are seen as providers of cost-effective solutions for high-volume, low-complexity tasks like contract management and document review. Over the past several years,...more
As we begin another trip around the sun, there are a few eDiscovery topics that will remain top of mind through all 12 months of 2025 (and beyond). The use of next-generation AI in the legal industry is certainly near the top...more
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
In the bustling metropolis of the corporate world, where time is currency and efficiency is the law of the land, there exists a toolkit so vital, yet so mystified in its potential value, that it could be likened to the arcane...more
Midsize to large law firms are under increasing pressure to adapt to significant changes in workforce expectations, client demands, and operational complexity. Factors such as hybrid work models, evolving client...more
Contract Lifecycle Management (CLM) solutions have emerged as an essential tool for managing contracts, reducing legal risks, and improving overall compliance. As organizations rush to implement CLM systems, many opt for a...more
Is it budgeting season already? Legal Operations are often asked to own the legal department’s budgeting efforts, and many find the process painful. Finance may provide a template to fill out, but it can be difficult to...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
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
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
The theme of CLOC CGI2024 was Legal Ops 3.0, which is described as a shift toward innovative technologies, data-driven decision-making, storytelling, and transformative leadership. While Legal Ops 1.0 can be characterized as...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
Professional service businesses in the legal, financial services, consulting and insurance industries are in a dynamic state of change due to the current economic climate. Real estate challenges, pricing compression,...more