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Helping Law Firms Succeed and Grow
with CRM, CRM Data Cleansing, eMarketing and
Client Intelligence

At CLIENTSFirst, we strive to gain an understanding of each client’s business and industry so that we can provide targeted insights and ideas to help them grow and succeed. Since 2007, we have focused on the unique needs and challenges of firms practicing in the professional services arena. What we’ve discovered is that while law firms differ in their practices and services provided, their CRM, eMarketing and Client Intelligence challenges are similar.

For more than a decade, our team of almost 100 law firm CRM consulting and other professionals has helped more than a hundred top law firms achieve CRM success. While our largest law firm Clients have thousands of attorneys and globally dispersed offices, we have also helped regional and small firm Clients select and implement CRM systems to ensure adoption and return on their technology investments. No matter the size of the firm, we are committed to the growth and success of our Clients.

The CLIENTSFirst Team

Our professionals have strong backgrounds in law, technology, marketing and business development. Some are attorneys. Others have worked for top legal CRM companies or served as CRM managers within top law firms. Their ultimate goal is your success.

Our Legal Industry Experience

Our team has years of experience working with all of the top CRM systems most frequently selected and successfully implemented by law firms, as well as the newest CRM offerings that have been developed to serve the industry. Additionally, we have significant experience with many of the most popular systems utilized outside of the legal industry.

We also understand other essential law firm systems and software including eMarketing, time and billing, conflicts, intake, HR and other types of technology. Our depth of legal technology knowledge allows us to share information and make recommendations regarding integration and process automation.

Equally important, we have unsurpassed expertise dealing with people and process issues, which are often more critical to success than the technology.

We offer a complete portfolio of law firm CRM Consulting, CRM Data Cleansing, eMarketing and Client Intelligence services to help your attorneys and your firm succeed.

A Case for Business Development Intelligence


The CLIENTSFirst Consulting team has decades of experience helping law firms succeed with CRM. Whether you are in the initial stages of CRM selection, leading a new CRM initiative at your law firm or attempting to enhance the success of your current implementation, our law firm CRM consulting solutions and services are designed to help you succeed.

Data Quality Solutions

Make no mistake: there is no “magic bullet” for data quality in terms of systems or technology.  Good data quality requires good people. Our trained team of US-based data quality professionals, CRM data stewards and data quality consultants can help you put a CRM data cleansing strategy and plan in place and execute it to help you improve data quality, while reducing costs – and headaches.


eMarketing is about more than just e-mail: it’s about automating communication processes to help enhance business development efforts and build lasting relationships with Clients. Our eMarketing consultants are familiar with all of the leading eMarketing and Marketing Automation software and systems. We can help you to choose the right technology, successfully implement and integrate the system and put processes in place to increase ROI and achieve eMarketing results.

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