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Law Practice Management CRM

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

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

LawVision

Closing Sales Open Loops

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When Business Development (BD) professionals and the lawyers they work with use the word “closing,” they primarily mean acquiring a new client or a new piece of business. But there’s another type of closing worth attention:...more

ClientsFirst Consulting

Three Ways to Get Lawyers to Fall In Love with Marketing Technology

While it may (or may not) be shocking that 50% of marriages end in divorce, what may be a more jarring statistic is how 77% of lawyers have experienced a failed technology implementation. And while some may take a second or...more

ClientsFirst Consulting

CLIENTSFirst Consulting’s Top Five Blogs and Videos of 2023

The world of marketing technology is ever-changing, and with these changes comes its own set of challenges and opportunities. This past year was no different. We saw more firms than ever before embracing new technologies such...more

ClientsFirst Consulting

New Year, New CRM: Breaking Old Habits in Your Law Firm

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As we usher in a new year, it’s natural to reflect on past habits and seek improvement. In the context of law firms, this often means addressing CRM (Customer Relationship Management) practices. But why do so many New Year’s...more

ClientsFirst Consulting

12 Days of CRM: Day 12 - How Pipelines Can Help Law Firms Grow

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On the 12th day of CRM Chris “Kringle” Fritsch explained to me, how law firms can use pipelines successfully! ​​ Outside of legal, we are seeing many professional service firms wanting to implement business development...more

ClientsFirst Consulting

12 Days of CRM: Day Eleven - The Struggle of Legal Marketers in the Modern Era

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On the 11th day of CRM Chris “Kringle” Fritsch informed me of the struggle of legal marketers in the modern era! As law firms transition to a digital-first strategy, some legal marketers are struggling to define their...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 Nine - Cost Benefit Analysis: Investing In Your CRM Capabilities

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On the ninth day of CRM Chris “Kringle” Fritsch performed for me, a cost-benefit analysis of investing in our CRM capabilities! Many firms struggle with being industry-focused and segmenting their audiences effectively....more

ClientsFirst Consulting

How to Harness the Power of Email Marketing in Law Firm Business Development

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In an era where email remains a dominant communication tool, with billions of users and even more emails sent daily, law firms of all sizes can harness the power of email marketing for business development. The return on...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

Six Success Strategies to Encourage Lawyer Engagement with CRM Systems

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In today’s legal landscape, marked by rapid change and high demands on time, the integration and effective use of CRM (Customer Relationship Management) systems is not just a technological upgrade but a critical pivot towards...more

ClientsFirst Consulting

Six CRM and Data Quality Success Strategies to Make Us Thankful

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As we gather to celebrate Thanksgiving, a time for gratitude and sharing, let’s not forget our CRM system and data quality, which can sometimes be left in a state of disarray amidst the festive preparations. Just like a...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

ClientsFirst Consulting

CRM Summer School: Six Strategies for a Summer of Successful CRM Adoption

The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime. In this article, CLIENTSFirst...more

ClientsFirst Consulting

Building Strong Bonds: The Benefits of Creating a Successful Law Firm Alumni Relations Program

Alumni relations is a powerful yet often underutilized aspect of law firm marketing and business development. Maintaining a robust network of former attorneys and staff can yield numerous benefits, from enhancing brand...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

LawVision

Three tips for CMOs who oversee both Marketing and Sales functions

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Law firms are slowly but steadily adding client-facing business development and sales professionals to their ranks and very often placing them under the leadership of Chief Marketing Officers (CMOs). Quickly, these CMOs see...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

ClientsFirst Consulting

Seven Ways to Create an Effective Alumni Relations Program

It doesn’t matter how big or small your firm is, if you have employees who have left with whom you want to keep in touch, you should consider creating an alumni relations program. Many firms aren’t investing in creating...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

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