Business Development Pipeline Management Data Visualization Technology Lawyer Engagement

The business structure of professional services firms is likely much like a corporation’s, with distinct departments for administration, operations, marketing, and finance....

Business Development Technology

To bolster their sales function and empower their business developers, many professional service firms spend considerable time weighing software options, sitting through demos, and...

Business Development Pipeline Management Technology

It’s no secret that one of a firm’s greatest business development assets is its existing client base, yet across the industry firms continue to struggle with cross-selling. And that...

Case Study Technology

  Karie Trujillo, the Marketing and Client Relations Director at Markowitz Herbold, graciously agreed to do an interview with Mollie Smith, our Client Success Manager. Karie is one of...

Data Visualization Technology

Pipeline Management CRM Technology

Law firms are increasingly using CRM systems to help track their marketing and business development efforts. Despite CRM providers’ attempts to build pipeline tools, CRM utilization...

Business Development Technology

While business development is a primary revenue driver in most other industries, it has remained an afterthought in law firms – until recently. According to Thomson Reuters’ 2017 Peer...

CRM Technology

In the fall of 2016, The Ackert Advisory conducted a market-wide study on CRM utilization within law firms. The data show some striking trends that indicate law firms are abandoning hope...