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Georgia, United States
Phone: 404-249-9914
Areas Of Practice
  • Business Development
  • Information & Data
  • Legal Marketing
  • Software & Technology
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Julie Amos

Moving Beyond Technology: CRM As A Strategy

The rapid pace of technology development can be dizzying. In the professional services arena, technology is accelerating change in every department and practice and affects almost all roles and responsibilities. In particular,…more

Analytics, Automation Systems, Client Data, CRM, Data Management

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Rachel Fields

The Do’s and Don’ts of Data Cleaning - Don’t Drown in Bad Data

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

Automation Systems, Business Development, Client Data, CRM, Data Management

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Chris Fritsch

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

Automation Systems, Client Data, CRM, Data Management, Data Protection

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Raquel Lewis

The CRM Marathon Finish Line

Once you have come such a long way on your CRM marathon, it’s only natural to start looking for the finish line. You deserve a medal – or at least some sort of reward or recognition for getting this far, if nothing more than…more

CRM, Data Management, Law Practice Management

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Meghan Van Dalinda

Ten Tips to Prevent Email Blacklisting

Bad data has many negative and costly effects, but one of the most serious is being blacklisted. Email blacklisting can cause an organization’s communications to be blocked and made undeliverable, essentially branding the…more

Best Practices, Blacklist, CRM, Email, Internet Service Providers (ISPs)

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Dave Whiteside

10 Ways to Harness the Potential of Your CRM System

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

Analytics, Automation Systems, Business Development, Client Data, CRM

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