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Automation Systems Strategic Planning Legal Operations

ClientsFirst Consulting

Four Steps to a Successful CRM Implementation

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

ClientsFirst Consulting

The Importance of Assessing Your Firm’s Needs Before Investing in a CRM System

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

ClientsFirst Consulting

Four Strategies to Turn Your CRM into a Pot of Gold

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

ClientsFirst Consulting

Navigating the Marketing, Business Development and Sales Continuum

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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

ClientsFirst Consulting

Trick or Treat: Six Data Quality Management Tricks to Treat Bad Data

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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

ClientsFirst Consulting

A Guide to Revamping Your Law Firm’s Customer Relationship Management System This Fall

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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

ClientsFirst Consulting

10 Ways to Harness the Potential of Your CRM System

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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

ClientsFirst Consulting

Mastering CRM Metrics: Strategies for Measurable Success

Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more

ClientsFirst Consulting

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

ClientsFirst Consulting

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

ClientsFirst Consulting

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

Mitratech Holdings, Inc

[Webinar] Not a Programmer? Not a Problem: Get the No-Code Toolkit for Process Improvement. - January 26th, 1:00 pm - 2:00 pm ET

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

Mitratech Holdings, Inc

15 Coronavirus Survival Tips for Your Legal Ops Ecosystem

For a wide range of companies during the COVID-19 crisis, there’s more burden than ever on the legal department.  Because of that, Legal Operations professionals are under huge pressure to keep the legal ecosystem of in-house...more

Mitratech Holdings, Inc

Legal Workflow Automation: One Solution to Unite Them All?

Legal technology adoption for an in-house legal department or a law firm is a big enough challenge. Getting both of them to see eye-to-eye on what platforms and solutions to use? That’s a bigger headache....more

Mitratech Holdings, Inc

What is Workflow Automation?

Old-school organization and business processes were built around repetitive, manual, paper-based workflows. But today, agility, flexibility, and precise execution make the difference between success and failure for almost any...more

Mitratech Holdings, Inc

The Rush for Legal Technology

It’s no secret that the name of the game for legal technology is changing rapidly. According to a recent Law360 article, legal technology in 2017 saw $233 million in investments in businesses across 61 deals, edging ahead...more

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