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Client Data Best Practices

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 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

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

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

ClientsFirst Consulting

Five Ways Garbage Data Can Undermine Your CRM Strategy

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

ClientsFirst Consulting

Cleaning Up Your CRM Data: Five Ideas to Get Started

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

ClientsFirst Consulting

Six Festive Strategies to Enhance Your CRM

ClientsFirst Consulting on

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

Nextpoint, Inc.

Don’t Let Self-Collection Spiral Into Self-Destruction: The Potential Pitfalls and Risks When Clients Collect their Own Data

Nextpoint, Inc. on

Read these ediscovery collection best practices to learn why self-collection – or allowing clients to collect their own data – is dangerous. Picture this: it’s 1988 and you’re at your desk, poring over a veritable...more

U.S. Legal Support

[Webinar] Culture of Confidentiality: How to ensure your external vendors are mitigating cybersecurity risk - July 20th, 10:00 am...

U.S. Legal Support on

Despite strengthening security across and beyond the business, many legal organizations overlook a critical vulnerability with surprising frequency – the risk presented by third parties. Cybersecurity risk is further...more

ClientsFirst Consulting

Seven Secrets for Driving CRM Adoption Success - Part 1

ClientsFirst Consulting on

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

ClientsFirst Consulting

Go With the Flow of Data Cleaning Part 2 - Planning for Data Quality

ClientsFirst Consulting on

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

ClientsFirst Consulting

[Webinar] Epic CRM Fails Part 3 - CRM Adoption Fails & How to Avoid Them - September 29th, 12:30 pm EST

#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

Oberheiden P.C.

Cybersecurity Compliance Programs for Law Firms

Oberheiden P.C. on

Law firms process sensitive information on a daily basis. Confidential client data is targeted by hackers and insiders for a variety of reasons including financial gain or retaliatory purposes. When a law firm has a security...more

ClientsFirst Consulting

[Webinar] #EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them - January 27th, 11:30 am ET

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

Association of Certified E-Discovery...

Putting Data Security First: 3 Simple Steps

The bad news first. An estimated 3.5 million cybersecurity positions will be unfilled globally by 2021.* Leaving data security entirely up to the professionals isn’t a viable option. Like it or not we’re all on the...more

ClientsFirst Consulting

The Dirty Data Domino Effect: Mastering the Game – Part 3

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

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