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
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
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
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
After you have implemented your CRM system, how can you ensure that the data coming in is clean, correct and up-to-date? Not only that but how can you make sure it stays clean?...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
In the competitive landscape of the legal sector, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving...more
8/18/2023
/ Artificial Intelligence ,
Best Practices ,
Business Development ,
Client Services ,
Content Marketing ,
Corporate Culture ,
CRM ,
Data Management ,
Firm Leadership ,
Law Firm Ownership ,
Law Firm Partners ,
Law Practice Management ,
Strategic Planning ,
Succession Planning
Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development.
Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand...more
Schools, businesses, non-profits and other organizations need alumni relations programs to help with critical initiatives such as recruiting, fundraising/donations, sales/business development, referrals and general positive...more
In today’s data-driven decision-making environment, many businesses rely heavily on the accuracy, completeness and reliability of their data.
Poor data quality can quickly undermine these efforts, leading to costly...more
It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program.
Many firms aren’t investing in creating...more
Are your professionals using the CRM system? If not, it’s time for a different approach to gaining adoption. These tips can help your team see the value and benefits of CRM - and may actually get them to use it....more
Bad CRM data can compound exponentially, impacting marketing and business development. It’s essential to understand the scope of your data problems and follow a plan for regular data cleaning....more
#EpicCRMFails Webinar Series -
Almost every firm using CRM and other marketing and business development software is looking for ways to increase the ROI on their technology investments. In the pursuit of success with...more
9/7/2021
/ Automation Systems ,
Best Practices ,
Business Development ,
Client Data ,
CRM ,
Law Firm Associates ,
Law Firm Partners ,
Law Practice Management ,
Legal Technology ,
Relationship Intelligence ,
ROI ,
Webinars
Almost every law firm currently using CRM and other marketing and business development software is looking for ways to increase the ROI on these technology investments. In the pursuit of success with technology, sometimes...more
1/11/2021
/ Automated Systems ,
Best Practices ,
Business Development ,
Client Data ,
CRM ,
Data Collection ,
Data Management ,
Law Practice Management ,
Legal Technology ,
Marketing Perspectives ,
ROI ,
Software ,
Webinars
The COVID-19 pandemic has caused an unprecedented collective disruption to our financial, business, health and human condition – but it has also created opportunity for creativity, ingenuity and innovation, allowing us to...more
7/28/2020
/ Best Practices ,
Business Development ,
Client Retention ,
Coronavirus/COVID-19 ,
Law Firm Associates ,
Law Firm Partners ,
Law Practice Management ,
Legal Technology ,
Remote Working ,
Sales ,
Webinars
We could talk all day about the giant puzzle created by dirty data. But to master the data quality domino game, it’s more important to focus on stopping the data dominoes from falling and blocking future issues so you don’t...more
CRM is often more about people and process than technology, so success starts with your users. Involve them early and often. Special attention should be paid to the assistants because often they are expected to do a lot of...more