This article originally appeared in LJN’s Marketing the Law Firm, March 3, 2025 The Evolving Role of CRM in Law Firms For years, CRM in law firms has often been viewed as a glorified Rolodex – a necessary but often…
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 successful…
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. The CLIENTSFirst 2024 CRM Success Survey (the “Survey) highlighted a clear takeaway: while…
CRM systems are foundational to the success of law firms' Marketing and Business Development teams, serving as the primary platforms to centralize, manage, and leverage client and contact information. Despite their potential to improve communication, support client loyalty, accelerate business…
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 contains. This is where data stewards come…
Background James Moore & Co is a CPA and accounting firm composed of 280+ professionals who work from 5 offices across Florida serving multiple verticals. Stacy Dreher has been with the firm for over a decade and is the Director…
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, siloed systems that aren’t fully managed…
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 CRM can become a glorified Rolodex, or become so inefficient for…
A successful email marketing program is critical for law firms’ outbound marketing strategies and is proven to drive considerable ROI – some studies show that $1 spent in email marketing can deliver a $42 return. For understaffed marketing teams, or…
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 the intricacies of legal practice workflows can be…
There are a number of issues and challenges that can occur when implementing a CRM that prevent CRM Success. In fact, research from leading industry experts has suggested that up to 70% of CRM implementations may fail to meet expectations.…
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. business agree that investing in…
The legal industry thrives on accurate information. Client information guides marketing, improves operations, and ensures lawyers give clients the best representation possible. Many law firms think their data is clean and ready to use, but Salesforce says 91% of CRM…
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 selecting…
Download the PDF Getting professionals to input or manage contacts in CRM has always been a goal - and a real challenge. It’s time to reset those unrealistic expectations and redefine the concept of CRM success. As CRM Success Consultants,…
Successfully implementing, configuring and maintaining a robust CRM system and its data quality requires more than technology. It demands the right expertise and resources to oversee the CRM project - from the initial stages to firm-wide roll out - and…
Got Quality Data in Your CRM? Most Firms Don’t. Here’s What to Do. 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…
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 system, and developing…
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 trying to…
Being able to effectively communicate with clients and contacts over email has become a priority for many firms – especially now that in-person live meetings and events are starting to make a comeback. As a result, it’s more important than…
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 are in…
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 — and growing — disconnect…
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, your…
There is no denying that spring is the most wonderful time of the year. As flowers bloom and trees sprout with life, the spring season reminds us that there is no better time to hit the reset button on our…
In an era dominated by technology and digital transformation, tools and platforms promise streamlined operations and improved efficiency. However, their potential is inherently tied to the quality of data they house. Ensuring impeccable data quality isn't just about maintaining a…
Even though the nonprofit business model is built around forging strong relationships and lasting connections, there is probably no other industry with more disconnected data systems than nonprofits. Too often we hear complaints from marketers and business developers struggling with…
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. Plus, a failed CRM implementation can be extremely costly, in…
We have come a long way since the old term “garbage in, garbage out” was first used to describe flawed –i.e. garbage -- data input that produces flawed “garbage” output. Since then, data management has evolved tremendously; progressing from manually…
This article first appeared in Law Journal Newsletter on March 1st, 2024. Less Isn't Just More… It’s Everything Marketing teams have heard so many times: do more with less – and 2024 is no different. According to new research, in…
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? Accurate data quality is crucial for any…
In today’s digital-first world, more and more law firms rely on their marketing technology infrastructure to improve client satisfaction, increase internal collaboration, and most importantly, reduce the amount of time attorneys and professionals spend on tedious, manual processes that take…
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…
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 that comes…
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…
Download the PDF But Is Outsourcing Right for Your Firm? In today's digital landscape, professional services firms are increasingly relying on marketing technology to drive business development. However, managing these systems effectively can be challenging. This article explores whether outsourcing…
The advent of artificial intelligence has disrupted the landscape of legal marketing and business development and has the potential to significantly alter the way law firms operate. By leveraging AI's data analysis capabilities, process automation efficiencies, and precision in delivering…
In the past, we have outlined eMarketing best practices, integrating your eMarketing system with other marketing technology, and even discussed using artificial intelligence in your email marketing strategy. However, if you've got all the elements in place and your email…
Although 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. Too often we hear complaints from legal marketers and business developers struggling…
The California Consumer Privacy Act (CCPA) went into effect on January 1, 2020. Since then, there have been significant developments in data privacy regulations. This post provides an updated overview of CCPA and its impact on businesses in 2024. When…
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 as emarketing systems, artificial…
As we approach the end of the year, it's the perfect time for businesses to reflect on their processes and strategies, and to make improvements for the coming year. One area that often gets overlooked but can have a significant…
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 resolutions,…
As CRM Success consultants for almost 20 years, we have worked with hundreds of professional service firms helping them achieve marketing technology success, and we know first-hand how crazy things can get during the holidays. To help you prepare for…
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 pipelines to increase their BD efforts.…
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 role in client…
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 without a clean, correct and up-to-date CRM…
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. This task is substantial, requiring significant time, financial…
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 investment is…
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