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Why Your Firm Should Prioritize the Client Life Cycle

Posted

TO Blog ON

Mar 25 2019

By Michael Warren, Vice President, CRM Practice

Today, law firms and professional services organizations are under ever-increasing pressure to grow and be profitable. Firms are competing intensely for clients who want to cut costs while balancing operational demands across functional areas like finance, HR, IT, and marketing. Technology exists to support these efforts. But in our rapidly changing world, making decisions about technology investments and how to use that technology most effectively has never been trickier or more nuanced.

To be competitive and profitable in this environment firms must rethink traditional practices. This includes the systems you use to manage business processes to how you use the data within them. Those that keep systems, data, and processes in silos are missing out on opportunities to enhance performance.

What’s needed is an approach to business, underpinned by the right technology, that allows you to enhance each phase of the complete client life cycle. By using software, data, and processes more effectively, you can optimize all customer touch points — from business development and client acquisition to service delivery and operations as well as billing and collections. Anything less than a unified approach creates operational gaps that weaken the strength of the entire system.

There’s no one better positioned than Wilson Allen to help your firm meet the challenges that you face. We help firms break down the silos across software, data, and processes, allowing information to flow freely through each stage of the client life cycle for better business performance.

Why Wilson Allen? Because bringing together software, data, and processes has an inherent complexity that requires more than a cursory knowledge to tackle with any finesse.

Wilson Allen has worked deep in the operational and technical trenches for many years, across industries and hundreds of client engagements. No other business can offer our combination of skills and expertise to help firms stay current with evolving market pressures and demands.

Wilson Allen offers law firms and professional services organizations an unprecedented range of software, strategic consulting, and technical services. Our specialized expertise enables you to work more effectively so you can build stronger relationships, work more efficiently, and run more profitably. We’ve worked successfully with firms across the globe, enabling them to gain greater insight from their existing data and execute more effectively based on those insights.

Download the following information sheet to see how Wilson Allen can help your firm bring together its systems and data to enhance each phase of the client life cycle.