The State of CRM at Law Firms (2018)
Join David Ackert, M.A. for an exclusive first look at the results of our 2018 market-wide study on CRM. We researched the current state of Client Relationship Management (CRM) software within law firms. This white paper is a continuation of similar studies conducted in 2015 and 2017, and is intended to examine ongoing trends in the industry, including:

  • Which CRM platforms are most popular, and the changing legal CRM landscape
  • How firms of different sizes and budgets approach the CRM problem
  • Adoption and ROI of different CRM platforms
  • Which professionals law firms task with maintaining CRM data
  • The intersection of CRM and lawyer business development (or the lack thereof)

  • The State of CRM at Law Firms (2016)
    In the Fall of 2016, The Ackert Advisory conducted a market-wide study exploring the utilization, user experience, and ROI of CRM software platforms. This webinar provides a detailed analysis of the survey findings as well as a list of best practices for firms wishing to choose the most effective platform, promote high utilization among lawyers, and maximize the ROI on their CRM initiatives.

    How to Implement a BD Intensive
    For many firms, business development coaching and training initiatives are limited to ad hoc meetings between billable hours without much formal structure, accountability or long-term effectiveness. But implementing an effective Business Development Intensive can provide essential skills and create lasting behavioral changes that make the most of marketing resources and result in a greater return for the firm. In this one-hour webinar you will learn how to structure a program agenda and curriculum, how to increase buy-in from lawyers, and much more.

    How to Bridge the Gap Between CRM and New Business
    CRM management is one of the biggest challenges in legal marketing. In spite of the many software options available, law firms struggle to find a solution that will get information out of the lawyers and into a database. But there are effective ways to address the problem. In this webinar program, David Ackert, Founder of Practice Pipeline, and Jennifer Whittier, Chief Operating & Relationship Officer of ContactEase, will reveal the results of the latest market-wide study on the state of legal CRM and share a series of recommendations that will help to bridge the gap between your firm’s database and its business results.

    Improving Succession and Business Development at the Law Firm

    Law firms expecting to thrive in today’s competitive landscape must develop the next generation of leaders to fill the shoes of retiring rainmakers. But whether the intention is to transition books of business through succession or to originate new clients, myriad obstacles can complicate and even impede a productive evolution. In this program David Ackert discusses:

    • How to develop an effective succession plan
    • How to navigate the generational differences for better alignment at the firm
    • How to structure a mentorship program that nurtures the next generation of leadership
    • How to shift unproductive mindsets, and ultimately, firm culture