Evolving Law Firm Risk: Inside the Minds of Clients and Firm Management
What do law firm management and client leaders consider to be the most effective conflicts and risk policies, practices, and priorities? Read this blog post for the answers.
3 Ways Firms Are Using Data to Steer Through Today and Plan for Tomorrow
As the dust settles and firms return to some form of business as usual, how do you steer through the economic impact of the pandemic? The good news is you have a tool that is readily available to help you answer this question – the data life cycle.
Renormalizing Risk: Using Law Firm Downtime to Improve Processes
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.
How We Did It: The Tale of Two Remote 3E Go-Lives
Read how members of Wilson Allen's professional services team helped two firms face the challenges of bringing software live in a remote environment.
The Opportunistic Marketer: Making a Case for Collaboration for Greater Strategic Value
By expanding the data set to include financials as well as relationship and experience management metrics, business development professionals can more accurately identify growth strategies.
Setting up Elite 3E Templates for Remote Printing
Our consulting services team has fielded questions around the ability to print 3E templates from remote locations. Follow these steps if your firm needs this capability,
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.
Expert Tips to Prepare Enterprise for a Successful Migration
What can your firm do to prepare for an Enterprise migration or improve your processes if you’ve already begun? Read our expert tips.
From Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue GalleryFrom Housekeeping to Breadwinning: How Firms Can Use CRM as a Tool to Drive Revenue
Accounting Firms, Advisory Services, Blog, Consulting Firms, Consulting Services, CRM Solutions, Financial Services, Industries, Law Firms, Services, Software, Specialized Expertise
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.
Six Ways To Engage Attorneys in the Use of New Technology
Law firms realize the greatest value from new technology when users actually use it – and use it well. How can you accelerate the adoption of new technology? Here are six methods that can help you achieve a positive outcome.