CRM: the business case for automation

CRM stands for Contact/Customer/Client Relationship Management, where “contacts” include clients, introducers, business partners and prospects, so you want to capture and use information on all of these; but much is missed, so can never be acted upon. CRM is high on the agenda again, prompted by increasing recognition of the value of informed relationships to […]

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How much do you value your contacts?

Occasionally we help new law firms to set up from scratch and a partner once asked me if I found the branding the most enjoyable part of the project. He was surprised when I said that the really satisfying aspect was getting the client data management right. With a new firm, every contact and piece […]

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Do law firms need a CRM solution?

Customer (or client) relationship management (CRM) is defined by as “Information-technology enabled strategy aimed at identifying, targeting, acquiring, and retaining the best mix of customers. CRM helps in profiling prospects, understanding their needs, and in building relationships with them by providing the most-suitable products and a very high level of customer service. It integrates […]

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