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Data Management Legal Operations Best Practices

Epiq

Putting Your KM ‘House’ in Order To Leverage Your Data

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Legalweek 2025 Session Recap - What it means to have your data ‘ready’ for AI and the path toward readiness is certainly different for every organization. This was the topic of discussion at the Legalweek 2025 session,...more

Association of Certified E-Discovery...

Your Perspective Matters: Shape Legal AI with the ACEDS 2025 Survey

ACEDS is launching its Third Annual Artificial Intelligence Survey. This year the survey is sponsored by Secretariat and ACEDS is proud to be working once again with Rich Finkelman and his new team to deliver insights to the...more

ClientsFirst Consulting

Top Seven Tips for Law Firm CRM Success in 2025

As law firms move further into the digital age, CRM (Client Relationship Management) systems have emerged as critical tools in the marketing and business development (BD) toolkit....more

ClientsFirst Consulting

Naughty or Nice List: CRM Pitfalls and Best Practices

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

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

Six Data Quality Management Issues and How to Solve Them

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

Epiq

Harnessing the Power of Data Governance: A Strategic Guide for Legal Professionals

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Data, Data, Data. Data. Data.  Most business processes today rely on technology, and technology generates data. Email, documents, chats, structured data, logs, etc. – companies are creating an increasing amount of different...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

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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

Reveal

Complex Data: Key Best Practices On How Organizations Can Handle It More Efficiently

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Many of us have a love-hate relationship with data, specifically the complex data generated by modern cloud-based software. On one hand, it’s a necessary part of most organizations’ daily operations, especially for litigators...more

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Information Governance is a Big Part of the Reason for the Emergence of Legal Ops

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Much of the focus historically on legal technology has been project based. A great example of that is litigation, which has a beginning (the case is filed or at least anticipated) and an end (the case is settled, dismissed or...more

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