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Safeguarding Your Law Firm’s CRM System with Data Stewards

In today’s data-driven legal landscape, Client Relationship Management (CRM) systems have become indispensable tools for law firms. However, the effectiveness of this tool hinges on the quality and security of the data it…more
 /  Law Firm Marketing, Law Practice Products & Services

Should My Firm Insource or Outsource Data Stewards?

In today’s business, no matter the vertical, good data is crucial for making informed decisions, driving growth, and improving efficiency. For law firms, achieving “good data” is often challenging as there are often multiple,…more
 /  Law Practice Products & Services

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 CRM…more
 /  Law Practice Products & Services

How Can Law Firms Leverage Outside Emarketing Experts?

A successful email marketing program is critical for law firms’ outbound marketing strategies and is proven to drive considerable ROI – some studies show that $1 spent in email marketing can deliver a $42 return…more
 /  Law Firm Marketing

2024 CRM Success Survey: Why Law Firms Struggle with CRM

Is Your CRM Failing You? Uncover the Truth About CRM for Law Firms - Client expectations for legal services has never been higher, and winning their business has become even harder…more
 /  Law Firm Marketing, Law Practice Products & Services

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 the…more
 /  Law Firm Marketing, Law Practice Products & Services

What is Data Cleaning?

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
 /  Law Firm Marketing

How to Improve Data Quality

The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible…more
 /  Law Firm Marketing, Law Practice Products & Services

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
 /  Law Practice Products & Services

Investing in Success: The Strategic Benefits of Outsourced CRM Staff and Data Stewards

Successfully implementing, configuring and maintaining a robust CRM system and its data quality requires more than technology. It demands the right expertise and resources to oversee the CRM project – from the initial stages to…more
 /  Law Firm Marketing

The Hidden Cost of Bad Data in Law Firms - and How To Fix It

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
 /  Law Practice Products & Services

Getting Real About CRM Success: Four Steps to Safeguard Your CRM System

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 system,…more
 /  Law Firm Marketing, Law Practice Products & Services

Get Off the Beaten Path: Three Ways Outsourcing Can Help Firms Achieve CRM & Data Quality Success

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
 /  Law Practice Products & Services

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 are…more
 /  Law Practice Products & Services

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 — and…more
 /  Law Firm Marketing, Law Practice Products & Services
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