There is nothing sadder than a poor lonely little orphan – especially in your CRM system. When a record is left in the system and all the attorneys who once knew the contact are gone, the record is essentially abandoned. It’s left all alone in a CRM world where relationships are so very important.

So what is a CRM caretaker to do? Well, start by regularly keeping watch for the little abandoned orphans. It’s rare for them to be left prominently on your CRM doorstep. Instead, you have to go looking for them. Run regular searches for records with no relationships to individuals still at the firm. 

Once located, orphans require care and feeding. Essentially the firm should have a transition policy in place to assure that its orphans don't go uncared for. When attorneys leave the firm, their contacts should be regularly reviewed to determine whether they should remain in the system. Frequently, the answer is yes because they usually have a history with the firm and may be receiving communications.

The important orphaned records that remain should be ‘adopted’ by other attorneys in the firm who will agree to ‘foster’ relationships with them. With a little attention and nurturing, they may someday grow into happy new Clients...