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…
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…
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…
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 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,…
Your Customer Relationship Management (CRM) system is more than a tool for managing client data. It's a critical component for driving growth and strategic decision-making. Upgrading your CRM system requires a strategic approach that transforms it into a dynamic asset.…
In today’s legal landscape, marked by rapid change and high demands on time, the integration and effective use of CRM (Customer Relationship Management) systems is not just a technological upgrade but a critical pivot towards operational excellence and client service…
As the year draws to a close and the festive season brings new networking opportunities, it's an ideal moment to reflect on the importance of contact management and relationship management, especially for new attorneys joining a firm. This period is…
Chris Fritsch will present a session at the 2023 LMA Tech West Conference, which will be held in Los Angeles, CA on November 13 and 14. Chris’s panel, “Innovative Approaches to Client Relationship Management (CRM): Let Lawyers Be Lawyers: Using…
Effectively leveraging marketing and business development technology is crucial for law firms looking to stay competitive and foster growth (which should be every law firm!). Marketing and business development technology, including CRM (Customer Relationship Management) systems and marketing automation tools,…
Did you know that 70% of all CRM implementations fail to meet expectations? That's a staggering number. A failed CRM implementation costs firms thousands of dollars, and wasted time and resources. And for those in charge of running the CRM…
For many professional services firms, finding ways to demonstrate CRM value and encourage adoption is a constant struggle. System usage is rarely mandated, which means the marketing team is put in the difficult position of trying to convince individual professionals…
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. Just as students gear up with new supplies for the academic year,…
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 machine learning. Modern CRMs not only facilitate relationship management but…
In the dynamic world of legal services, client relationships are paramount. While Customer Relationship Management (CRM) systems promise to enhance and streamline these relationships, many law firms grapple with an ongoing challenge: ensuring their professionals actively adopt and utilize these…
In the world of information management, the age-old phrase “garbage in, garbage out” resonates deeply. While technology has evolved, bringing in sophisticated systems and tools, the challenge of flawed data management persists. Understanding the Issue: With the plethora of technology…
Customer Relationship Management (CRM) tools have long held the promise of streamlining client interactions and fostering business growth. Yet, many law firms grapple with one persistent hurdle: low CRM adoption rates among professionals. While the initial goal was to encourage…
We've all grown up hearing the adage, "An apple a day keeps the doctor away." This simple piece of wisdom underscores the importance of consistent, daily habits. Interestingly, this philosophy isn’t just confined to health and wellness. When it comes…
Embarking on the journey of introducing a Customer Relationship Management (CRM) system to an organization can feel like to gearing up for an intense marathon. As you lace up your shoes and prepare for the challenges ahead, it's crucial to…
Every modern law firm is familiar with Customer Relationship Management (CRM) systems, yet many grapple with maximizing their potential. The crux often lies in aligning the tool with attorney needs, ensuring it’s more than just an ornate fixture in the…
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 challenge for most organizations lies in assessing the real impact…
In the legal sector, strong relationships between a law firm and its clients are essential. As clients increasingly expect efficient digital interactions, firms are exploring new tools and ways to enhance their service delivery. One such tool is the client…
CRM (Customer Relationship Management) systems have proven to be pivotal tools for numerous industries, and the legal sector is no exception. As law firms ramp up their marketing initiatives this September, it's crucial to understand how a robust CRM system,…
A CRM (Customer Relationship Management) system can significantly impact an organization's growth trajectory. But how do you measure the success of your CRM implementation? While the answer varies based on individual firm objectives, there are specific metrics and approaches to…
As the vibrant hues of fall begin to appear, businesses should consider using this season as an opportunity to enhance key areas of their operations. One such critical area that can benefit from seasonal reflection is Customer Relationship Management (CRM)…
In the evolving landscape of legal business development, it's essential for law firms to adapt and integrate modern tools. One such tool, the CRM system, often remains underutilized. However, when leveraged properly, CRMs can become an invaluable asset in business…
As a CRM success consultant for more than 20 years, I've seen firsthand the transformational benefits a CRM system can bring to a myriad of industries. While the legal sector is often slow to harness the power of technology, CRM…
In the competitive legal industry, the right marketing strategies can set a firm apart. For small- and mid-size law firms, with less resources and budget, this differentiation is crucial. With ever-evolving tactics, staying updated is essential. Chris Fritsch and Stefanie…
The summer season often provides a much-needed lull in the hectic pace of legal work. With fewer clients on vacation and some employees taking time off, it's the perfect opportunity to declutter and refresh your firm's CRM (Customer Relationship Management)…
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…
Cleaning up your CRM and contacts is essential for maintaining a well-organized and efficient database. Summer can be a great time for businesses to tackle this task when they have extra downtime. Here are 12 smart things businesses can do…
The summer presents a great opportunity for law firms to focus on Customer Relationship Management (CRM) adoption when work may be a little slower and employees have more downtime. In this article, CLIENTSFirst Consulting's Chris Fritsch explores six strategies inspired…
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, law firms can cultivate important relationships while being…
Many businesses may slow down some of their operations during the summer months. However, smart companies know that August presents a unique opportunity to enhance critical aspects of their business. One area that requires year-round attention is Customer Relationship Management…
Join us on Tuesday, August 15, as Chris Fritsch and Stefanie Marrone return for part two of their insightful webinar series focusing on effective marketing strategies specifically designed for small, boutique and mid-size law firms. During the session, they will…
Implementing a Customer Relationship Management (CRM) system is a strategic decision for any business, promising a myriad of benefits. However, many charters and business cases fail to articulate the crucial "WHY" and "FOR WHOM" aspects of CRM. Understanding these factors…
Many firms think once they implement a CRM system, all of their contact management issues will disappear, but alas, that is not the case. CRM is not the answer to all of a firm's contact issues, but it will help…
Choosing the right CRM system is not an easy task. There are many options to consider and a failed CRM implementation can be extremely costly, not just in terms of the financial expense, but also because of the costs in…
We've all heard the saying “an apple a day keeps the doctor away" and you’re probably wondering what does this have to do with my CRM system. Well, similar to eating apples, it is the little things you do every…
A staggering up to 70% of CRM and other technology implementations fail to meet expectations. The problem has more to do with people and process than technology. You often don’t get a second chance to get buy-in to the CRM…
On the sixth day of CRM Chris Kringle Fritsch told me, it's time we redefine adoption! CRM systems have been around for more than 20 years, and we’ve been talking about adoption since the beginning. Maybe it is time we…
On the second day of CRM Chris Kringle Fritsch told me, the origins of bad data! With more than 20 years of CRM consulting experience, all of Chris Fritsch's clients have at one time or another experienced problems with data…
When implementing a CRM, a number of challenges can arise that hinder its success. In fact, respected researchers suggest that up to 70% of CRM implementations may fail to meet expectations. Despite these high failure rates, it’s possible to position…
Lawyers are busy and often resistant to change, so getting them on board with using a new or even your existing CRM system can be challenging. But if you approach your CRM efforts as a value-added benefit that will support…
Join Chris Fritsch, Founder of CLIENTSFirst Consulting and CRM Success Consultant, and Stefanie Marrone, law firm marketer and popular Social Media Butterfly blogger, for part three of their popular marketing small- and mid-size law firm webinar series on August 10…
Join Chris Fritsch, President and Marketing Technology Success Consultant at CLIENTSFirst Consulting, for part one of the Legal Marketing Association's Southwest Region's Virtual Summer Series on June 21 at 12pm CT on Best Practices for CRM and Marketing Technology Selection…
Join Chris Fritsch and Stefanie Marrone for part 2 of their webinar on effective marketing strategies for small- and mid-size law firms on June 23 at 12:30pm ET. In this webinar, Chris Fritsch, CRM and marketing technology strategist and consultant…
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