

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.

Need to Change Your PMS? Three Reasons to Consider ERP


Two Key Roles Essential to System Conversion Success

Why is it that some system conversions go well, and some don’t? Ultimately it comes down to two critical areas. Here's how to address them.

Centralized vs Decentralized: Which Conflicts Model Is Better?

Conflicts and business intake are part of an expanding risk management and compliance function that spans legal business and operations. Explore if a centralized or decentralized approach works best for identifying and clearing conflicts of interest.

How to Build the Strongest Implementation Team: Who to Invite and Who to Avoid

Whom you choose to fill key roles and responsibilities can have a major impact on the outcome and ROI. Here are tips for forming the strongest team.

Five Ways to Reduce Post-Implementation Sticker Shock

Focus on these five areas to be better able to determine exactly what you’re signing up for to avoid surprises later.