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CRM Data Management

Legal Internet Solutions Inc.

The Hidden ROI of Marketing Operations

Ever notice how some law firms seem to effortlessly maintain a constant stream of compelling content, always showing up in the right places at the right times? Spoiler alert: It’s not magic, and it’s not an army of marketers....more

ClientsFirst Consulting

Why We Love Data Quality

Love is in the air this February—but at CLIENTSFirst Consulting, we have a different kind of passion: a love for data quality. While it may not be the most glamorous topic, high-quality data is the unsung hero of every...more

Good2bSocial

6 Ways to Actually Track Your Law Firm’s Social Media ROI

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As a legal marketer, you already understand that social media brings value to your law firm. But how do you actually track the return on investment (ROI) of your efforts? How can you attribute your social media marketing...more

Legal Internet Solutions Inc.

Turning Nay-Sayers into Yay-Sayers: Overcoming Attorneys' Lead Scoring Objections

Implementing a lead scoring model in a law firm can significantly enhance marketing and business development efforts. However, attorneys often have valid concerns and objections to adopting new systems. It’s to be expected...more

JD Supra Perspectives

Six Practical Tips to Improve your Client Data

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Michael Idinopulos shares insights about how to improve the quality of your client data, and why it matters....more

ClientsFirst Consulting

Top Seven Tips for Law Firm CRM Success in 2025

As law firms move further into the digital age, CRM (Client Relationship Management) systems have emerged as critical tools in the marketing and business development (BD) toolkit....more

ClientsFirst Consulting

Naughty or Nice List: CRM Pitfalls and Best Practices

ClientsFirst Consulting on

This year’s CRM Success Survey revealed key insights into the most common pitfalls and best practices for leveraging CRM systems....more

ClientsFirst Consulting

Safeguarding Your Law Firm’s CRM System with Data Stewards

In today’s data-driven legal landscape, Client Relationship Management (CRM) systems have become indispensable tools for law firms. However, the effectiveness of this tool hinges on the quality and security of the data it...more

ClientsFirst Consulting

Should My Firm Insource or Outsource Data Stewards?

In today’s business, no matter the vertical, good data is crucial for making informed decisions, driving growth, and improving efficiency. For law firms, achieving “good data” is often challenging as there are often multiple,...more

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

How Can Law Firms Leverage Outside Emarketing Experts?

A successful email marketing program is critical for law firms’ outbound marketing strategies and is proven to drive considerable ROI – some studies show that $1 spent in email marketing can deliver a $42 return....more

ClientsFirst Consulting

How to Select the Right CRM Consultant

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

ClientsFirst Consulting

What is Data Cleaning?

The emphasis on having clean, correct and up-to-date data in law firms has increased as more firms leverage client information to drive business decisions. This sentiment is shared across multiple industries, as 95% of U.S....more

ClientsFirst Consulting

How to Improve Data Quality

The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible....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

Investing in Success: The Strategic Benefits of Outsourced CRM Staff and Data Stewards

Successfully implementing, configuring and maintaining a robust CRM system and its data quality requires more than technology. It demands the right expertise and resources to oversee the CRM project – from the initial stages...more

ClientsFirst Consulting

The Hidden Cost of Bad Data in Law Firms - and How To Fix It

In today’s data-driven world, law firms rely on large amounts of data to develop relationships, win new business, and serve client needs. Whether attorneys or professionals are managing client relationships in their CRM or...more

ClientsFirst Consulting

Getting Real About CRM Success: Four Steps to Safeguard Your CRM System

Implementing a CRM system in a law firm is a tumultuous process that is filled with many challenges and milestones. After the initial stages of the rollout are completed – assessing the firm’s needs, selecting the right...more

ClientsFirst Consulting

Three Red Flags That Suggest Your CRM Data Has Gone Bad - And What to Do About It

Within the past few months, we have heard a lot about ‘red flags’ which are essentially behaviors or indicators that raise concerns about the health of a relationship. Whether your partner chews with their mouth open, or you...more

ClientsFirst Consulting

What Are the First Four Steps to CRM Success?

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

ClientsFirst Consulting

Five Steps to Revamp Your CRM System This Spring

As the days lengthen and flowers begin to bloom, spring isn’t just a time for nature to awaken – it’s the perfect opportunity to awaken your CRM system from hibernation.  After the hustle and bustle of fall and winter,...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

Five Ways Garbage Data Can Undermine Your CRM Strategy

We have come a long way since the old term “garbage in, garbage out” was first used to describe flawed –i.e. garbage — data input that produces flawed “garbage” output. ...more

ClientsFirst Consulting

Six Data Quality Management Issues and How to Solve Them

After you have implemented your CRM system, how can you ensure that the data coming in is clean, correct and up-to-date? Not only that but how can you make sure it stays clean?...more

ClientsFirst Consulting

Cleaning Up Your CRM Data: Five Ideas to Get Started

In today’s day and age, we are inundated with large amounts of data, coming in from new sources, containing a greater variety and more complex data sets. But what we need isn’t more data, but better data. According to trusted...more

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