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The adoption of advanced technology in legal managed services has been evolving for over a decade, with early AI machine learning steadily gaining traction. However, in the past 18 months, AI—particularly Generative AI—has...more
Infrastructure-as-a-Service (IaaS) is a vital model for law firms seeking better ways to organize eDiscovery data and streamline the discovery process. With thousands of documents and pieces of information to collect,...more
The Forces Reshaping Legal Operations (and How You Can Stay One Step Ahead!) Legal teams are at an inflection point — while the legal technology market is predicted to soar to $50 billion by 2027 with increased spending and...more
Generative AI is quickly transforming many industries—including legal services. Many of us are already using (or at least experimenting with) Generative AI, with impressive results. Allow me to introduce the next leg in our...more
The transition from December 2024 to January 2025 has been one filled with announcements for the eDiscovery ecosystem, with impactful developments in mergers, AI-powered innovations, leadership transitions, and strategic...more
This year’s CRM Success Survey revealed key insights into the most common pitfalls and best practices for leveraging CRM systems....more
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
The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible....more
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
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
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
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
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
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
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
As the holiday season rolls in, bringing a spirit of joy and celebration, it’s the perfect time to revitalize your Customer Relationship Management (CRM) system. Just as we deck the halls and trim the tree, your CRM deserves...more
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
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
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
In our digital age, the convenience of swift deliveries from online shopping platforms like Amazon is something to which we’ve become accustomed. With a mere click, we’re promised delivery the next day, and more often than...more
Marketing and business development professionals spend a great dMarketing and business development professionals spend a great deal of time carefully lining up plans to effectively communicate with key contacts. Like...more
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
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
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
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