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How Small and Mid-Size Law Firms Can Use Artificial Intelligence in Their Marketing Efforts

In the rapidly evolving world of legal services, artificial intelligence (AI) is no longer just an emerging technology; it’s a pivotal force revolutionizing how law firms of all sizes operate and market themselves....more

1 + 1 = 3: How CRM Integrations Can Exponentially Enhance Law Firm Business Development Efforts

In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service...more

How to Refocus on CRM and Data Quality in Your Marketing Efforts This Fall

CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it’s crucial to...more

Best Practices for Creating a Smarter Law Firm Content Marketing Strategy

What can you do with one piece of content? If you guessed turning it into 11 other pieces of content that you can use to build your brand and business, you guessed right!...more

How to Measure CRM Success at Every Stage of Implementation

A CRM (Customer Relationship Management) system can significantly impact an organization’s growth trajectory. But how do you measure the success of your CRM implementation?...more

Why Fall is the Perfect Season to Refresh Your CRM and Data Quality Strategy

As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is...more

How to Better Harness Your CRM System for Business Development Efforts

In the evolving landscape of legal business development, it’s essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when leveraged properly, CRMs can...more

10 Top Reasons Your Law Firm Needs a CRM

As a CRM success consultant for more than 20 years, I’ve seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology,...more

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

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

Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more

CRM Summer School: A Creative Way to Refresh Your Law Firm’s CRM Data This Summer

The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it’s the perfect opportunity to declutter and refresh your firm’s CRM...more

CRM Summer School: Contact Management 101

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

CRM Summer School: Clean Up Your Contacts

Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime....more

CRM Summer School: Six Strategies for a Summer of Successful CRM Adoption

The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime. In this article, CLIENTSFirst...more

8/3/2023  /  CRM , Law Practice Management

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

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

Why August is the Ideal Time to Focus on Your CRM and Data Quality Efforts

Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business....more

10 Strategies to Supercharge Your CRM System This Summer

The summer is a great time to give your CRM system a seasonal overhaul. While summer may be a relatively slower period for some industries, it’s an ideal time to get your CRM system in top shape before the busy fall...more

Building Strong Bonds: The Benefits of Creating a Successful Law Firm Alumni Relations Program

Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development. Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand...more

Two Ways to Redefine & Achieve CRM Success - July 2023

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....more

Maximizing CRM: Six Strategies for Successful CRM Adoption

Implementing a Customer Relationship Management (CRM) system is a strategic decision for any business, promising a myriad of benefits. However, many charters and business cases fail to articulate the crucial “WHY” and...more

Seven Business Development and Marketing Success Strategies for Small and Mid-Size Law Firms

Small and mid-size law firms have many unique opportunities and challenges in the competitive legal industry ecosystem. Staying informed about the latest trends and adopting effective strategies is crucial for these firms...more

The Importance of List Cleaning for Your Holiday Card Mailing

Before you know it, the holiday season will be here. Each year many firms embark on the annual tradition of sending out holiday greetings to clients and friends of the firm....more

Six Ways Law Firms Can Use Artificial Intelligence in Their Marketing Technology Efforts

Artificial intelligence is here to stay and law firms would be wise to learn how to use AI tools to their advantage, particularly in their marketing and business development efforts. Small and mid-size law firms with limited...more

How to Solve Six Common Data Quality Management Issues

Data quality is crucial for any organization that relies on accurate information to make informed decisions. However, many businesses face various challenges when it comes to managing data quality effectively....more

Nine Fundamental Principles of Experience Management - Part 1

As the legal industry becomes increasingly competitive, law firms are recognizing the importance of effectively managing their experience and knowledge to foster collaboration, demonstrate their expertise to clients and win...more

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