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Law Practice Management Client Data

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

EDRM - Electronic Discovery Reference Model

[Webinar] Rise of the Machines IV: Maximizing the Benefits of Technology in Law Practice Workflow - June 20th, 1:00 pm - 2:00 pm...

Unlock the Future of Law Practice: Join Our “Rise of the Machines” Webinar Series - Are you ready to transform your law practice with cutting-edge technology? Our "Rise of the Machines" webinar series offers practical...more

ClientsFirst Consulting

Get Off the Beaten Path: Three Ways Outsourcing Can Help Firms Achieve CRM & Data Quality Success

Normally, the path most traveled is thought to be the better road as it represents the path that leads to achieving goals and success while the less traveled path leads to stressful processes and unknowns. But for firms...more

Clark Hill PLC

[Webinar] Cybersecurity Resilience in Law Firms - March 6th, 9:00 am PT

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The legal profession faces unprecedented challenges in securing sensitive client data and maintaining the integrity of digital practice. This webinar focuses on law firms seeking useful information about robust cybersecurity...more

TransPerfect Legal

[Webinar] Ethics, Cybersecurity, Privacy, and Data Protection - March 8th, 9:00 am - 10:15 am PST

TransPerfect Legal on

Join our CLE webinar, "Ethics, Cybersecurity & Data Protection: Mastering Competent Representation," as we explore reasonable steps needed for lawyers to comply with the duty of providing competent representation. Dive into...more

ClientsFirst Consulting

New Year, New CRM: Breaking Old Habits in Your Law Firm

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As we usher in a new year, it’s natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s...more

ClientsFirst Consulting

12 Days of CRM: Day 10 - How Business Development Supports Closing Business at Law Firms

ClientsFirst Consulting on

On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys! To properly develop clients, successful business development is vital to win business. But...more

ClientsFirst Consulting

12 Days of CRM: Day Eight - Managing Data with a Digital First Strategy

ClientsFirst Consulting on

On the eighth day of CRM Chris “Kringle” Fritsch told me, how law firms are managing data with a digital-first strategy! As more and more law firms transition to a digital-first strategy, firms are trying to maintain...more

Copo Strategies + Law Firm Editorial Service

Plaintiffs’ firms often make this one mistake when talking to referral sources

Effective referral marketing content for plaintiffs’ firms does more than tout gaudy numbers. When plaintiffs’ attorneys and their firms publish content—including thought leadership content—aimed at their referral sources...more

ClientsFirst Consulting

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

LawVision

Law Firm Sales: Prepare with the Best Intel

LawVision on

A number of factors continue to transform the legal industry, including: a more sophisticated legal services buyer as experienced partners switch sides to corporate law departments, rates creeping up without added value being...more

ClientsFirst Consulting

How to Avoid CRM Implementation Challenges

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Did you know that 70% of all CRM implementations fail to meet expectations? A failed CRM implementation costs firms thousands of dollars, and wasted time and resources....more

ClientsFirst Consulting

Six Steps to a Successful CRM Implementation

​​​​​​​A successful CRM implementation is not necessarily easy. But not everyone gets that. In fact, sometimes it seems that organizations think you can just buy a CRM system, plug it in and turn it on and clients will line...more

Legal Internet Solutions Inc.

The Marketing Audit: Understanding Where You Are and Where You’re Going

New year, new leadership, new job, new motivation, new reality – whatever the reason, there comes a time when we are ready for new and exciting marketing initiatives. Generally, we think the starting point to getting the...more

ClientsFirst Consulting

Seven Secrets for Driving CRM Adoption Success - Part 2

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If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. ...more

Reveal

IG Malpractice: If IG and Compliance are so important for your clients, why are you so bad at following your own advice?

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COVID-19 has forced a digital transformation across all economic sectors but perhaps impacted the legal industry to a much higher degree than other regulated industries. Many law firms had to transition from accessing...more

ClientsFirst Consulting

[Webinar] Epic CRM Fails Part 3 - CRM Adoption Fails & How to Avoid Them - September 29th, 12:30 pm EST

#EpicCRMFails Webinar Series - Almost every firm using CRM and other marketing and business development software is looking for ways to increase the ROI on their technology investments. In the pursuit of success with...more

ClientsFirst Consulting

Redefining CRM Success - Part 2: Beyond Adoption

Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality - with ERM....more

Conn Kavanaugh

ABA Provides Ethical Guidance for Responding to Online Criticism

Conn Kavanaugh on

The American Bar Association recently issued a formal opinion providing attorneys with helpful guidance regarding whether, and how, to respond to online criticism: Formal Ethics Opinion 496, Responding to Online Criticism...more

ClientsFirst Consulting

12 Reports to Boost CRM Adoption and ROI - Part 2

Regular reporting delivers the key information and value that CRM users expect. Add these reports to help build more support for CRM adoption and encourage contact data sharing in your organization....more

Oberheiden P.C.

Cybersecurity Compliance Programs for Law Firms

Oberheiden P.C. on

Law firms process sensitive information on a daily basis. Confidential client data is targeted by hackers and insiders for a variety of reasons including financial gain or retaliatory purposes. When a law firm has a security...more

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 2

There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps you will improve your data - and your marketing and business development outcomes....more

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 1

Good data quality may seem like a lofty goal, because keeping CRM contact records clean and current requires some frequent heavy lifting. These seven steps can bring better data quality within reach....more

Esquire Deposition Solutions, LLC

Lawyers Encouraged to Vet Tech Vendors Carefully

Law firms are prime targets for hackers. Why? Because their computer networks contain highly concentrated, high-value information about many parties that is often not well-protected. One often-overlooked vulnerability is the...more

ClientsFirst Consulting

[Webinar] #EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them - January 27th, 11:30 am ET

Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes...more

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