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Strategic Planning Legal Operations

LawVision

LPM vs. the Simple Checklist

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Bringing a mere checklist to a matter team is like bringing a water gun to a house fire. The whole house is on fire: you need the right tools. That would be a fire hose and certified firefighters. Checklists are an important...more

Epiq

Digital Transformation: Legal Teams As Catalysts for Business Value

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Legalweek 2025 Session Recap - While ‘Digital Transformation’ can mean many things to an organization, it’s clear that legal departments can play a large role in driving this change. This was the topic of focus at the...more

LawVision

Proactive Pricing for Law Firms

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A few years ago, I wrote a blog on proactive profitability. Given the evolving dynamics and trends in pricing in 2025, I want to explore a parallel concept: proactive strategic pricing. ...more

Troutman Pepper Locke

Mock Jury Exercises: Enhancing Litigation Strategy in Consumer Financial Services Cases — The Consumer Finance Podcast

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In this episode of The Consumer Finance Podcast, Chris Willis is joined by Matt Hansen, Jason Manning, and Michael Lacy, partners in Troutman Pepper Locke’s Consumer Financial Services practice group, to discuss the use of...more

Decipher Investigative Intelligence

Beyond the Hire: How Operations Professionals Support Successful Transitions

At this fall’s Decipher Talent Economics Roundtable, hosted by Baker McKenzie in Chicago, we showcased the critical role operations teams play in driving law firm profitability. While investment in human capital (lateral...more

Mitratech Holdings, Inc

Changing Out of White Shoes: Why General Counsel Are Moving Work to Challenger Firms

Market Dynamics Are Changing In-House Relationships with Law Firms - A quiet revolution is taking place in outside counsel management: general counsel (GCs) are turning away from the traditional elite law firms — bastions...more

Integreon

A Brand-New Outlook on Alternative Legal Service Providers in 2025

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Traditionally, alternative legal service providers (ALSPs) are seen as providers of cost-effective solutions for high-volume, low-complexity tasks like contract management and document review. Over the past several years,...more

Purpose Legal

AI rEvolution – Testing Generative AI for eDiscovery Review – Planning 101

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As we begin another trip around the sun, there are a few eDiscovery topics that will remain top of mind through all 12 months of 2025 (and beyond). The use of next-generation AI in the legal industry is certainly near the top...more

Legal Internet Solutions Inc.

What is Client Journey Mapping and Why is it Crucial for Law Firms?

It should go without saying that understanding your client’s experience with your firm is critical to understanding how to continue impressing this client as well as future clients. (Or to understand what needs to be fixed.)...more

Cimplifi

Demystifying CLM: More Than Just an Acronym, It’s the Heartbeat of Business Lifecycles

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In the bustling metropolis of the corporate world, where time is currency and efficiency is the law of the land, there exists a toolkit so vital, yet so mystified in its potential value, that it could be likened to the arcane...more

Epiq

Association Legal Administrators’ Executive Leadership Summit Highlights Future-Ready: Strategic Planning for the Evolution of the...

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Midsize to large law firms are under increasing pressure to adapt to significant changes in workforce expectations, client demands, and operational complexity.  Factors such as hybrid work models, evolving client...more

Epiq

The Four Hidden Risks of a Fragmented CLM Deployment

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Contract Lifecycle Management (CLM) solutions have emerged as an essential tool for managing contracts, reducing legal risks, and improving overall compliance. As organizations rush to implement CLM systems, many opt for a...more

Epiq

How Legal Operations Can Get Ahead of the Budget Process

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Is it budgeting season already? Legal Operations are often asked to own the legal department’s budgeting efforts, and many find the process painful. Finance may provide a template to fill out, but it can be difficult to...more

ClientsFirst Consulting

Four Steps to a Successful CRM Implementation

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

ClientsFirst Consulting

How to Select the Right CRM Consultant

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

Goulston & Storrs PC

Lateral Partner Integration Requires Business Development Plan

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How can law firms attract, integrate, and retain top talent across all levels while gaining a competitive advantage? This is the proverbial question that remains top of mind for recruiters and business development...more

ClientsFirst Consulting

The Importance of Assessing Your Firm’s Needs Before Investing in a CRM System

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

Epiq

The Arrival of Legal Ops 3.0; Trends from CLOC CGI2024

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The theme of CLOC CGI2024 was Legal Ops 3.0, which is described as a shift toward innovative technologies, data-driven decision-making, storytelling, and transformative leadership. While Legal Ops 1.0 can be characterized as...more

ClientsFirst Consulting

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

Epiq

Future-Proof Business Operations with Outsourcing

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Professional service businesses in the legal, financial services, consulting and insurance industries are in a dynamic state of change due to the current economic climate. Real estate challenges, pricing compression,...more

ClientsFirst Consulting

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

ClientsFirst Consulting

Three Key Building Blocks to Developing A Successful CRM Project

Building your ideal home with all the extravagant features your heart desires is a dream everyone has. While the concept of your dream home sounds lovely, many people dont consider, like with any project, the amount of work...more

LawVision

Five Tips to Tie Marketing & Business Development Value to Firm Success

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“I’ve been a marketing/communications professional for years and – given this economy – I am feeling the need to demonstrate value. Sales professionals have revenue metrics to show value, but I don’t know how I can do the...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 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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