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
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
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
There is no denying that spring is the most wonderful time of the year. As flowers bloom and trees sprout with life, the spring season reminds us that there is no better time to hit the reset button on our eMarketing...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
The advent of artificial intelligence has disrupted the landscape of legal marketing and business development and has the potential to significantly alter the way law firms operate. By leveraging AI’s data analysis...more
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
As we approach the end of the year, it’s the perfect time for businesses to reflect on their processes and strategies, and to make improvements for the coming year. One area that often gets overlooked but can have a...more
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
As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the...more
On the seventh day of CRM, Chris Fritsch explained to me, how to integrate our CRM system with artificial intelligence. The ability to effectively manage client relationships is crucial for law firms aiming to thrive in...more
On the fifth day of CRM, Chris Kringle Fritsch gave to me, the five golden A’s of CRM! Sitting down and cleaning your data can be a very daunting task. So where do you start? Start with the five A’s of data quality –...more
Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It’s a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic...more
On the first day of CRM, Chris Kringle Fritsch told me, why we should focus on bad data quality! Why should you care about fixing your bad data? Well, Chris Fritsch, of CLIENTSFirst Consulting, explains the benefits and...more
As the year draws to a close and the festive season brings new networking opportunities, it’s an ideal moment to reflect on the importance of contact and relationship management, especially for new attorneys joining a firm....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
Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!). Marketing and business development...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 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
CRM has traditionally been thought of as a tool, a piece of software, or even a glorified Rolodex. But if you look at how marketing technology has evolved over the years, it’s not just a CRM anymore....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