CRM vs. Pipeline Management: A Case Study (2017)

According to Altman Weil’s ‘Law Firms in Transition 2017’ survey, 71% of firms are investing more in BD, but only 30% achieve their desired improvement.
Don’t settle for mediocre solutions with unproven returns. Read the case study to learn:

  • The reasons behind low adoption rates of CRM within law firms
  • Pipeline management: a results-driven approach to business development
  • How law firms have generated up to 11,500% ROI with pipeline management
  • How targeted business development leads to better ROI
  • How pipeline management software helps grow a law firm’s business

Authored by Olivia Watson


The State of CRM at Law Firms: A Market-Wide Study (2017)

In the Fall of 2016, The Ackert Advisory conducted a market-wide study on the utilization and ROI of CRM for law firms. The survey of 130 North American legal marketers examined the cultural challenges behind lawyer CRM use, measuring ROI, and the interplay between CRM and lawyer business development.

Authored by David Ackert and Olivia Watson


Business Development Challenges in a Changing Market: A Market-Wide Study (2016)

In the Spring of 2016 we conducted a market-wide study examining law firm business development challenges in a changing market. It includes a detailed analysis of the survey findings as well as a list of best practices for firms wishing to employ effective BD programs, mitigate problematic BD challenges, and maximize the success of their BD initiatives.

Authored by David Ackert and Olivia Watson


In the Spring of 2015 we conducted a study on the utilization and ROI of CRM at law firms. It includes latest market-wide CRM trends in the legal industry and provides best practices for increasing utilization and measuring the ROI of CRM initiatives.

Authored by David Ackert, Gabriel Byberg and Olivia Watson


In the Spring of 2014 we conducted our second annual market-wide survey on the effectiveness of business development training and coaching programs at law firms. We wrote a white paper based on our findings including a series of recommendations on how to increase the ROI of law firm coaching and training programs.

Authored by David Ackert and Gabriel Byberg


In the Spring of 2013 we conducted a survey of North American law firms to identify the types of business development training programs they utilize with the objective of uncovering protocols that yield a positive return on investment for the firm. We wrote a white paper based on the survey findings and identified a series of best practices for designing, launching and overseeing a profitable BD training program in the legal industry.

Authored by David Ackert and Gabriel Byberg