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Strategic Planning Legal Operations

Epiq

How Legal Operations Can Get Ahead of the Budget Process

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Is it budgeting season already? Legal Operations are often asked to own the legal department’s budgeting efforts, and many find the process painful. Finance may provide a template to fill out, but it can be difficult to...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

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

Goulston & Storrs PC

Lateral Partner Integration Requires Business Development Plan

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How can law firms attract, integrate, and retain top talent across all levels while gaining a competitive advantage? This is the proverbial question that remains top of mind for recruiters and business development...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

Epiq

The Arrival of Legal Ops 3.0; Trends from CLOC CGI2024

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The theme of CLOC CGI2024 was Legal Ops 3.0, which is described as a shift toward innovative technologies, data-driven decision-making, storytelling, and transformative leadership. While Legal Ops 1.0 can be characterized as...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

Epiq

Future-Proof Business Operations with Outsourcing

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Professional service businesses in the legal, financial services, consulting and insurance industries are in a dynamic state of change due to the current economic climate. Real estate challenges, pricing compression,...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

ClientsFirst Consulting

Three Key Building Blocks to Developing A Successful CRM Project

Building your ideal home with all the extravagant features your heart desires is a dream everyone has. While the concept of your dream home sounds lovely, many people dont consider, like with any project, the amount of work...more

LawVision

Five Tips to Tie Marketing & Business Development Value to Firm Success

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“I’ve been a marketing/communications professional for years and – given this economy – I am feeling the need to demonstrate value. Sales professionals have revenue metrics to show value, but I don’t know how I can do the...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 3 - Increasing CRM Adoption

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On the third day of CRM, Chris Kringle Fritsch informed me, it’s time to improve CRM usability! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since its inception. But as we...more

Epiq

Forging a Path Forward When Legal Tech Fumbles

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The use of legal technology is up 53 percent as more legal departments are searching for new ways to use these tools to manage their workflows, according to the Thomson Reuters 2023 Legal Department Operations Index. This is...more

ClientsFirst Consulting

Navigating the Marketing, Business Development and Sales Continuum

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For years, law firm client development has evolved along a continuum, from marketing to business development to sales. While the individual paths may be distinct and may diverge in some areas, it’s vital to be able to...more

ClientsFirst Consulting

Trick or Treat: Six Data Quality Management Tricks to Treat Bad Data

ClientsFirst Consulting on

As we prepare to hand out candy to the ghouls, ghosts, goblins, princesses or whatever may knock on our front doors, one thing that most firms aren’t prepared for is managing their data on a regular basis leaving their CRM...more

LawVision

The Inaugural Running Legal Like a Business Conference

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This year marked the beginning of a new conference*: the first-time-ever gathering of a combined 300 plus general counsel, in-house lawyers, and legal operations professionals. Further, there were several dozen law companies...more

ClientsFirst Consulting

Herding Cats: Five Ways to Increase CRM Adoption

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In the past CRM adoption, and ultimately CRM success, was measured by the number of attorneys using the system on a regular basis. Although technology has evolved to make interacting with and utilizing CRM systems easier,...more

ClientsFirst Consulting

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

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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

Mastering CRM Metrics: Strategies for Measurable Success

Customer Relationship Management (CRM) systems have evolved as integral tools in the business landscape. When properly implemented and managed, they hold the potential to skyrocket an organization’s growth. However, the...more

ClientsFirst Consulting

Take Your CRM to the Next Level: Maximizing Impact Through Advanced Strategies

Having a Customer Relationship Management (CRM) system isn’t enough to achieve success in today’s dynamic business landscape. The real edge comes from leveraging your CRM’s advanced capabilities, ensuring it’s tailored to...more

ClientsFirst Consulting

CRM Summer School: Contact Management 101

During the dog days of summer, as law firms begin preparing for the fall and winter seasons, there is no better time to dive into a crash course on contact management to help with CRM clean up. This knowledge holds value...more

ClientsFirst Consulting

Take Your CRM to the Next Level: Advanced Strategies for Maximum Impact

A CRM (Customer Relationship Management) system streamline the time-consuming tasks of client management to make communications more efficient for law firms and more meaningful for their clients. With an optimized CRM system,...more

LawVision

Your AI Legal Strategy Framework Part 2

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Summary. Building a strategy focusing on a fast-moving topic like AI requires a different rhythm. Assumptions made today may be proven false quickly. And your priorities may be different tomorrow. As discussed previously in...more

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