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Data Management Law Practice Management

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

EDRM - Electronic Discovery Reference Model

Navigating a Shifting Landscape

An Interview with Dr. Maura Grossman by Kate Halloran - What do you recommend that law firms focus on when developing policies around the responsible use of AI? Firms must have a very clear idea of the scope of permissible...more

International Lawyers Network

Unlocking the Power of Data: A Roadmap for Modern Legal Practices

It’s safe to say that most of us didn’t pursue a career in law because of our love for data, right? If we were passionate about data, we’d probably be in a different field altogether....more

ClientsFirst Consulting

12 Days of CRM: Day 10 - How Business Development Supports Closing Business at Law Firms

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On the 10th day of CRM Chris “Kringle” Fritsch explained to me, how business development supports closing business for attorneys! To properly develop clients, successful business development is vital to win business. But...more

ClientsFirst Consulting

12 Days of CRM: Day Eight - Managing Data with a Digital First Strategy

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On the eighth day of CRM Chris “Kringle” Fritsch told me, how law firms are managing data with a digital-first strategy! As more and more law firms transition to a digital-first strategy, firms are trying to maintain...more

ClientsFirst Consulting

12 Days of CRM: Day 6 - Six Ways to Use Email Marketing Tools with Artificial Intelligence

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On the sixth day of CRM, Chris Kringle Fritsch gave to me six ways to increase eMarkeing success using artificial intelligence. In today’s digital age,  many law firms are utilizing email marketing to connect with their...more

ClientsFirst Consulting

Strategic Marketing Insights for Small- and Mid-Size Law Firms: Highlights from Our Latest Webinar

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

CloudNine

Migrating eDiscovery Cases to the Cloud: Tips on Making the Switch

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The move from on-premise to cloud-based eDiscovery software use is not a new trend. In fact, according to Complex Discovery, close to 55% of global eDiscovery software spending went to cloud-based software in 2022, with the...more

ClientsFirst Consulting

Two Ways to Redefine & Achieve CRM Success - July 2023

Getting professionals to input or manage contacts in the CRM has always been a major goal and challenge for businesses. Firms have long struggled to convince users to consistently enter and maintain contact data....more

ClientsFirst Consulting

Best Practices for Keeping in Touch With Your Alumni

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

ClientsFirst Consulting

Four Ways Clean Alumni Data Can Help Your Alumni Program

Poor data quality in higher education institutions’ alumni programs is a problem we hear far too often. Data quality is vital to the university and program’s ability to accurately forecast various aspects of an alumni program...more

Leopard Solutions

[Legal Trends] What Top Law Firms Harness to be Consistently Ranked at the Top.

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The top law firms you see today are considered the top firms not just because of the courtroom results but because of what they do internally to set themselves up for stability. And having real-time data that looks beyond...more

Tenace

Protecting Confidentiality: The Urgent Need for Strong Cybersecurity in Law Firms

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Law firms are one of the most attractive targets for cybercriminals, making strong cybersecurity a critical concern for these organizations. With confidential client information, sensitive legal documents, and valuable...more

ClientsFirst Consulting

Three Essential Elements to Achieve CRM Success

​​​​​​​If your CRM performance hasn’t been living up to your expectations due to a lack of communication, training or data quality, you aren’t alone. Respected research organizations have been saying for years that more than...more

ClientsFirst Consulting

How to Avoid CRM Implementation Challenges

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Did you know that 70% of all CRM implementations fail to meet expectations? A failed CRM implementation costs firms thousands of dollars, and wasted time and resources....more

Association of Certified E-Discovery...

Why You Need an E-Discovery Professional at Your Firm

The development and use of technology in the legal industry are moving at break-neck speed. Technologies are changing, and thus, the sources of data are constantly evolving as well. Email was once the most common form of...more

Leopard Solutions

Five Suggested New Year's Resolutions For Law Firms with Talent Management in a Highly Competitive Legal Market

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2021 was a whirlwind of growth, demand, and change in the legal industry. Law firms were met with a need to be flexible and innovative in hiring and recruiting, with demand for talent creating a competitive environment like...more

ClientsFirst Consulting

[Webinar] Secrets of CRM Success Thought Leadership Series - Session 2: Data Strategies to Win More Business in Professional...

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Whether you are implementing a new CRM or trying to achieve greater success with your existing system, the Secrets of CRM Success Thought Leadership Series will help you be more successful. In 2021, law, accounting and...more

ClientsFirst Consulting

Seven Secrets for Driving CRM Adoption Success - Part 2

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If you’re still struggling with CRM adoption challenges, taking a “white glove” approach can help. Customize training for the attorneys’ specific needs, and ensure they’re getting value. ...more

Womble Bond Dickinson

[Webinar] Technology and Data Management: A Primer for Lawyers - October 11th, 12:00 pm - 1:00 pm EDT

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Join Womble Bond Dickinson for our Lunch & Learn CLE Specialty Series! This webcast will offer a program focused on technology....more

Reveal

IG Malpractice: If IG and Compliance are so important for your clients, why are you so bad at following your own advice?

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COVID-19 has forced a digital transformation across all economic sectors but perhaps impacted the legal industry to a much higher degree than other regulated industries. Many law firms had to transition from accessing...more

Reveal

Why a Global Approach to InfoGov is Necessary with Today’s Emerging Markets

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The Legal Technology industry tends to focus heavily on North America, and in many ways, it’s easy to see why. After all, technologies and workflows must align with the jurisdictions they are serving, which vary not only from...more

ClientsFirst Consulting

Redefining CRM Success - Part 2: Beyond Adoption

Imagine removing your attorneys and their assistants from the CRM data input process and eliminating your “CRM adoption” roadblocks forever. That vision is now a reality - with ERM....more

ClientsFirst Consulting

12 Reports to Boost CRM Adoption and ROI - Part 1

To improve CRM adoption and contact data sharing, regular reporting is a must. These reports will provide the key information and value that CRM users expect and also drive their interest and buy-in....more

ClientsFirst Consulting

Get a Grip on Your CRM Data: 7 Steps to Improve Data Quality - Part 2

There is a simple methodology for achieving good data quality in your CRM system. By following these additional steps you will improve your data - and your marketing and business development outcomes....more

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