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Legal Operations Analytics

ClientsFirst Consulting

Why We Love Data Quality

Love is in the air this February—but at CLIENTSFirst Consulting, we have a different kind of passion: a love for data quality. While it may not be the most glamorous topic, high-quality data is the unsung hero of every...more

Decipher Investigative Intelligence

Beyond the Hire: How Operations Professionals Support Successful Transitions

At this fall’s Decipher Talent Economics Roundtable, hosted by Baker McKenzie in Chicago, we showcased the critical role operations teams play in driving law firm profitability. While investment in human capital (lateral...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

Cimplifi

The “Nuts and Bolts” of Artificial Intelligence for Legal Professionals

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Artificial intelligence (AI) has been a hot topic for years, but with the explosion in popularity of generative AI solutions like ChatGPT, everyone is talking about it. However, there are a lot of misconceptions about AI in...more

Ankura

Streamlining Document Review in Due Diligence: How e-discovery Tools Enhance Efficiency

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In the fast-paced world of legal due diligence, efficiency and accuracy are paramount. Law firms often face the daunting task of sifting through massive volumes of documents to uncover relevant information. This process can...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

Association of Certified E-Discovery...

[Webinar] Embracing the Future: The Impact of Legal Technology on the Legal Industry - May 15th, 10:00 am PDT

Participants will leave the presentation with an understanding of the impact of technology on the legal industry, the strategic management of technology in legal operations, and the skills necessary to navigate and lead in an...more

Epiq

Elevating Legal Workflows with AI-Driven Text Summarization

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Is there anything that AI cannot do? That seems to be the question on the minds of many. This technology is transforming the world in more ways than people even realize. From predicting what items someone may be interested in...more

LawVision

Unveiling the Power of Legal Project Management: Driving Performance Through Data

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As I geared up to co-chair the 14th annual program on legal project management (LPM) for the Practising Law Institute, I couldn’t help but marvel at the incredible evolution of this field since its inception in 2011. Back...more

LawVision

Generative AI: A New Tool for Legal Project Management

LawVision on

The landscape of artificial intelligence has undergone major developments since the release of ChatGPT just over a year ago, with 2023 marking a turning point with increased adoption across various sectors – especially...more

ClientsFirst Consulting

Five Ways to Use Advanced eMarketing and CRM Features in Business Development

Integrating eMarketing and CRM isn’t just a good-to-have feature in your marketing and business development efforts; it’s essential for optimizing client outreach and maintaining data quality. Nurturing and growing your...more

Goodwin

Will AI Replace Your Lawyer? What AI Means for the Legal Profession

Goodwin on

GPT-4, the “engine” behind ChatGPT, just passed—well, really, aced— the Uniform Bar Exam. It scored in the 90th percentile (i.e., it did better than 90% of test takers), and, while the threshold to pass the bar varies based...more

ClientsFirst Consulting

The Domino Effect of Bad Data and How to Fix It

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Marketing and business development professionals spend a great dMarketing and business development professionals spend a great deal of time carefully lining up plans to effectively communicate with key contacts. Like...more

ClientsFirst Consulting

12 Reports to Enhance CRM Adoption and ROI

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For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of...more

ClientsFirst Consulting

A Guide to Revamping Your Law Firm’s Customer Relationship Management System This Fall

ClientsFirst Consulting on

Autumn is a time for reflection and recalibration for law firms. The changing season is a strategic opportunity to assess and optimize your Customer Relationship Management (CRM) system....more

ClientsFirst Consulting

10 Ways to Harness the Potential of Your CRM System

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The digital era has seen the evolution of Customer Relationship Management (CRM) systems from simple digital address books to sophisticated tools packed with features like artificial intelligence, predictive analytics and...more

ClientsFirst Consulting

Boosting CRM Adoption in Law Firms: 10 Ways to Turn Challenges into Opportunities

In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing...more

ClientsFirst Consulting

How Poor Data Can Undermine Your CRM Strategy

In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management...more

ClientsFirst Consulting

Maximizing CRM Adoption in Law Firms: A Guide to Elevating Value and Engagement

Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among...more

ClientsFirst Consulting

Is Marketing Automation Right for Your Law Firm?

Marketing automation has been buzzing around in the corporate world, and several firms are caught in the whirlwind, wondering if it’s the right move for them. While giants like Marketo and Eloqua introduced this concept, its...more

ClientsFirst Consulting

Avoiding Common CRM Pitfalls: Top 10 Mistakes and How to Sidestep Them

CRM systems are a fundamental aspect of modern business operations. But as with all things, there’s a right way and a wrong way to implement them. Here’s a succinct breakdown of ten frequent missteps companies make regarding...more

ClientsFirst Consulting

10 Ways to Refresh Your CRM System This Fall

As the leaves change color and the air turns crisp, it’s a reminder that change is essential and inevitable. Just like nature, our CRM systems need a seasonal overhaul. Here’s how to embrace the spirit of fall and refresh...more

ClientsFirst Consulting

1 + 1 = 3: How CRM Integrations Can Exponentially Enhance Law Firm Business Development Efforts

In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service...more

ClientsFirst Consulting

How to Refocus on CRM and Data Quality in Your Marketing Efforts This Fall

CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it’s crucial to...more

ClientsFirst Consulting

How to Measure CRM Success at Every Stage of Implementation

A CRM (Customer Relationship Management) system can significantly impact an organization’s growth trajectory. But how do you measure the success of your CRM implementation?...more

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