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New Year, New CRM: Breaking Old Habits in Your Law Firm

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, especially those concerning professional habits like CRM, fail? The answer lies in our ambitious nature and the complexity of workplace changes.

Understanding Habit Formation: Research shows that it takes between 21 to 66 days to form a new habit. This insight is crucial when considering changing CRM habits. Expecting instant transformation is not just unrealistic; it’s setting ourselves up for disappointment.

Challenges in Law Firm CRM Practices: In a law firm, updating CRM practices to achieve CRM success isn’t just about individual change; it involves shifting the collective behavior of the entire organization. Lawyers, known for their adherence to tradition, might find this particularly challenging.

Resource Allocation for CRM Improvement: Convincing the firm’s management to allocate budget for CRM improvements can be a daunting task. Investments might be needed for staff training, system upgrades, or even a firm-wide rollout of new CRM strategies.

Practical Steps for CRM Improvement

  1. Start Small: Begin with manageable changes in CRM practices and gradually build upon them.
  2. Involve Everyone: Engage all levels of staff in the process, emphasizing the benefits of improved CRM.
  3. Regular Training: Organize periodic training sessions to keep everyone updated on CRM best practices.
  4. Feedback Loop: Implement a system for feedback on CRM practices to continually refine the process.

Transforming CRM habits in a law firm requires patience, persistence and a well-thought-out strategy. This New Year, instead of aiming for immediate, drastic changes, law firms should focus on incremental yet impactful modifications in their CRM practices to achieve CRM success.

Key Takeaways

  1. Time to Change Habits: It takes 21 to 66 days to form a habit, so expecting instant change and CRM success is unrealistic.
  2. Overcoming Firm-Wide Inertia: In law firms, changing CRM habits involves shifting the mindset and practices of the entire team in order to achieve CRM success.
  3. Resource Allocation Challenges: Convincing management to invest in staff training or system upgrades can be difficult.
  4. Incremental Changes: Focus on small, manageable changes for long-term CRM success.

For more than 15 years, the team at CLIENTSFirst Consulting has been helping professional services firms and other organizations improve Data Quality and successfully select and implement CRM and eMarketing systems to maximize value, adoption and return on investment. If you need help with CRM Success, please contact us at 404-249-9914 or

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