News & Analysis as of

Legal Operations Data Management

UnitedLex

Is Your Data AI-Ready?

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Organizations of all sizes are asking legal teams to go beyond pure legal risk management and compliance, be more cost-efficient, and manage more cases involving more volumes and more and emerging data sources....more

ClientsFirst Consulting

Should My Firm Insource or Outsource Data Stewards?

In today’s business, no matter the vertical, good data is crucial for making informed decisions, driving growth, and improving efficiency. For law firms, achieving “good data” is often challenging as there are often multiple,...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

IR Global

The Rising Costs of On-Premises Document Management Systems: A Call to Action for Law Firms

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Although there was a big post-pandemic push to move to the cloud, some law firms still find themselves at a crossroads between maintaining their traditional on-premises document management system (DMS) and transitioning to...more

ClientsFirst Consulting

How to Select the Right CRM Consultant

Choosing the right CRM system can drastically change how law firms and professional service firms interact with their clients and develop business. However, navigating the complex landscape of CRM options and understanding...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

CloudNine

From Artificial Intelligence to Change Management: Key Takeaways from the 2024 Future Lawyer Conference in Boston

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The Future Lawyer 2024 Conference was held in Boston, MA, and hosted by Ropes & Gray LLP in their Prudential Tower offices. This two-day event hosted private practicing attorneys the first day and corporate in-house personnel...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 Importance of Assessing Your Firm’s Needs Before Investing in a CRM System

According to a recent survey by Thomson Reuters, less than 10% of firms find their current CRM system valuable, and nearly 20% find it not effective at all. Too many firms have failed to accurately assess their needs before...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

Three Red Flags That Suggest Your CRM Data Has Gone Bad - And What to Do About It

Within the past few months, we have heard a lot about ‘red flags’ which are essentially behaviors or indicators that raise concerns about the health of a relationship. Whether your partner chews with their mouth open, or you...more

ClientsFirst Consulting

What Are the First Four Steps to CRM Success?

A CRM system is the foundation of any successful legal marketing and business development team. This tool allows the firm to efficiently manage and nurture relationships with clients and prospects, but there is an ongoing —...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

UnitedLex

Saving Money Through Smarter Legal Invoice Processes

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Effective invoice management not only ensures that organizations pay for the services they need but also enables them to reinvest savings into initiatives that drive further growth....more

Integreon

3 Challenges that Prevent CLM Implementations from Achieving Peak Performance (and How to Overcome Them)

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After investing in a contract lifecycle management (CLM) system, many organizations realize that getting a return on investment can be challenging, or worse, never realized. The most common mistake is thinking that all it...more

ClientsFirst Consulting

Four Strategies to Turn Your CRM into a Pot of Gold

Finding the right CRM system for your law firm can be trickier than catching a leprechaun. There are many options to consider, each with its own unique features and functions....more

UnitedLex

Building Your Legal Dream Team: A Case Study in Data-First Collaboration

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When Haleon set to demerge from GSK, its legal department faced a challenge: hit the ground running with a full catalog of legal services on day one—no small task for a global consumer health company with brands including...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

Epiq on

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

Pagefreezer

Report: 4 Key Challenges of Modern eDiscovery

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Pagefreezer partnered with the Association of Corporate Counsel (ACC) to create a report that examines how in-house legal teams are dealing with modern data sources. The report, called the Collecting Online Data for...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

Purpose Legal

Webinar Recap: Legal Holds or Legal Holes?

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Hi, Doug Kaminski here! I recently had the opportunity to host a webinar titled “Legal Holds or Legal Holes,” where we dove deep into the ever-evolving world of legal hold solutions. Let’s chat about some of the key takeaways...more

ClientsFirst Consulting

Four Reasons a Law Firm Should Have a CRM Integration

Even though the law firm business model is built around forging strong relationships and lasting connections, there is probably no other industry with more disconnected data systems than legal....more

Hanzo

Navigating Ediscovery and AI in Legal Tech - 2023 Trends

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In 2023, the legal landscape has been significantly shaped by two key trends: the rapid evolution of Artificial Intelligence (AI) and the advancements in ediscovery. These developments have not only transformed legal...more

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