Data is the energy source of the digital economy but making it valuable is difficult. Professional services firms need strategies that improve their ability to provide insight, but the [...]
To succeed in adopting a more client-centric culture, firms need to re-evaluate and improve how they manage these 5 key areas of their business, systems, and data.
Professional services firms are placing much greater emphasis on client centricity. A fundamental representation of this emphasis is tied to how firms measure success.
Introduction to a six-part series on developing a successful client-centric culture and how to address the resulting operational implications.
Now that firms are beginning to scale back their pandemic-related austerity measures, some emerging trends in legal marketing are beginning to reveal themselves. Jason Kennedy explains what they are and how you can prepare.
Santa is used to pulling off what might seem to be impossible. Maybe this year, Santa can help this partner believe in CRM and make it succeed at the firm.
In the fourth of our legal CRM webinar series, Intapp’s Christopher Raymond and Wilson Allen’s Michael Warren focused on the data component of successful legal CRM implementations and the shift many firms are experiencing now, starting with the need for CRM transformation. Here are key takeaways.
Read a summary this webinar featuring Intapp’s Ryan McCrosson and Wilson Allen’s Anne Reavis. Each shared best practices for achieving CRM transformation and reviewed four key components that are essential to enable effective change.
As the world faces the implications of the global pandemic and looks forward to recovery, we must build resilience to deal with uncertainty and risk. One way law firms can do so is by taking steps now to make business process improvements. Here’s how.
Explore the human resources elements of CRM success and review practical ways to address three key aspects of CRM implementations – people, processes, and technology.