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Client Data

JD Supra Perspectives

Six Practical Tips to Improve your Client Data

JD Supra Perspectives on

Michael Idinopulos shares insights about how to improve the quality of your client data, and why it matters....more

ClientsFirst Consulting

Naughty or Nice List: CRM Pitfalls and Best Practices

ClientsFirst Consulting on

This year’s CRM Success Survey revealed key insights into the most common pitfalls and best practices for leveraging CRM systems....more

Brownstein Hyatt Farber Schreck

CFPB Finalizes Data Sharing Rule

On Oct. 22, 2024, the Consumer Financial Protection Bureau (CFPB) issued a final rule on Personal Financial Data Rights, which changes the way financial institutions hold and distribute customer-generated data. The rule, once...more

Roetzel & Andress

Cost Reduction Strategies for Health Care Practices

Roetzel & Andress on

In this episode of the #HealthLawHotSpot, host Ericka Adler sits down with Matthew Godley, a seasoned cost reduction expert and CEO of Spendly. Together, they discuss the challenges faced by independent health care practices...more

ClientsFirst Consulting

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

Perkins Coie

Cybersecurity for Lawyers: A Series

Perkins Coie on

If you are an attorney covering cybersecurity, not only do you have to stay on top of ever-evolving legal obligations and risks, you have to be able to speak competently with your technical counterparts....more

Integreon

The Beauty of Data: Your Data May Be Compelling, But Will Anyone Take Notice?

Integreon on

This article first appeared on ALM Consulting magazine. As companies across all sectors have invested massive amounts of capital in the collection and evaluation of data and analytics over the past decade, clear and coherent...more

ClientsFirst Consulting

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

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 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

ClientsFirst Consulting

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

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

EDRM - Electronic Discovery Reference Model

[Webinar] Rise of the Machines IV: Maximizing the Benefits of Technology in Law Practice Workflow - June 20th, 1:00 pm - 2:00 pm...

Unlock the Future of Law Practice: Join Our “Rise of the Machines” Webinar Series - Are you ready to transform your law practice with cutting-edge technology? Our "Rise of the Machines" webinar series offers practical...more

ClientsFirst Consulting

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

ClientsFirst Consulting

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

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

Association of Certified E-Discovery...

[Webinar] A Roundtable Discussion on Artificial Intelligence and Litigation - May 22nd, 11:00 am - 12:00 pm PDT

The age of AI has surely taken the legal world by storm. Both law firms and service providers have been incorporating AI into their workflows for years and more recently are beginning to utilize Generative AI and LLMs to...more

ClientsFirst Consulting

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...more

ClientsFirst Consulting

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

ClientsFirst Consulting

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...more

ClientsFirst Consulting

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

Holland & Knight LLP

Beyond the Hype: The SEC's Intensified Focus on AI Washing Practices

Holland & Knight LLP on

The U.S. Securities and Exchange Commission (SEC) is cracking down on how firms promote their artificial intelligence (AI) technologies to protect investors from falling victim to "AI-washing." On March 18, 2024, the SEC...more

ClientsFirst Consulting

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...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

ClientsFirst Consulting

Five Steps to Revamp Your CRM System This Spring

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

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