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
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
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
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
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
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
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
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
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 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
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 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 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