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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

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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

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Naughty or Nice List: CRM Pitfalls and Best Practices

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

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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

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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

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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

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Four Reasons a Law Firm Should Have a CRM Integration

Even though the law firm business model is built around forging strong relationships and lasting connections, there is probably no other industry with more disconnected data systems than legal....more

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12 Days of CRM: Day 3 - Increasing CRM Adoption

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On the third day of CRM, Chris Kringle Fritsch informed me, it’s time to improve CRM usability! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we...more

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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

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Five Ways to Use Advanced eMarketing and CRM Features in Business Development

Integrating eMarketing and CRM isn’t just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality. Nurturing and growing your...more

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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

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Herding Cats: Five Ways to Increase CRM Adoption

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In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier,...more

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12 Reports to Enhance CRM Adoption and ROI

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For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of...more

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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

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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

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Boosting CRM Adoption in Law Firms: 10 Ways to Turn Challenges into Opportunities

In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing...more

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10 Best Practices for Harnessing the Power of Your CRM

Customer Relationship Management (CRM) systems, the cornerstone of today’s businesses, have been rapidly evolving to offer powerful features and tools.  With the infusion of artificial intelligence, machine learning and...more

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Maximizing CRM Adoption in Law Firms: A Guide to Elevating Value and Engagement

Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among...more

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Is Marketing Automation Right for Your Law Firm?

Marketing automation has been buzzing around in the corporate world, and several firms are caught in the whirlwind, wondering if it’s the right move for them. While giants like Marketo and Eloqua introduced this concept, its...more

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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

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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

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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

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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

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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

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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

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