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Aligning Technology with Client Needs to Drive Business Growth

Explore how firms can meet the objectives of various stakeholders and deploy strategies to drive growth by making small but important changes in how the firm uses CRM.

10 Things You Need To Know About CCPA and Its Domino Effect

CCPA went into effect on January 1, 2020. See how can your firm comply with this act and prepare for increasingly stringent data privacy regulations.

How We Did It: Setting Up A Client Feedback Program to Enhance Performance

By deploying a client feedback program and using the results as a tool for business improvement, firms can increase their competitive advantage. See how we implemented our program with support from ClearlyRated.

Six Critical CRM Trends: Keeping Pace with the Changing Business Landscape

What can we expect in the next 12 months related to CRM? This blog explores critical trends so you can be informed and prepared.

From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue

To get the most out of CRM, firms need to do the basics well, be clear about objectives, and then look beyond traditional approaches to CRM to accomplish those goals. Here's how.

Why Your Firm Should Prioritize the Client Life Cycle

Here's why traditional ways of working must evolve and how to make the transition.

Mitigating Merger Woes through Careful Planning and Execution

The way in which firms enter and finalize mergers and acquisitions have long-term ramifications. You can make the transition more smoothly by carefully planning these three phases of the process.

Under Pressure To Perform? Add CRM to Your BI Equation

It’s pure fantasy to think that to make more money, you just have to have more billable hours to offer clients. Here's how to succeed in today’s environment.

Five Ways Your Firm Should be Protecting Client Data

Law firms are the hubs of a staggering array of confidential data. Protecting client data requires a holistic and layered approach. Here are five practical ways you can strengthen your firm’s efforts.