Proactive Client Relationship Management (CRM) to Make Your Law Firm Different.

Our specialist consultants can help you select the right legal CRM system for your legal practice.  We support you in implementing it effectively, tailored to your firm's client base, business development objectives and strategies.

Why Choose Us?

Developing genuinely close working relationships with your clients is crucial in differentiating your practice from competitors. Focusing your people on building relationships that add more value for clients, prospects and referrers will give you an edge that cannot be replicated by others. This strategy opens up new opportunities, retains clients, and future-proofs your business. Let's discuss how we can help your practice manage relationships proactively and deliver more value to clients.

Common Pain Points and Solutions

🔥 Automated Contact & Relationship Data Capture: It is challenging to keep contact information up-to-date, so our CRM solutions automate data capture and updates, ensuring your records are always current.

🔥 User Adoption: Concerned about getting your team on board? We facilitate workshops and provide ongoing support to ensure everyone is engaged and understands the benefits.  Client Feedback is the most powerful ammunition you can bring to the table to help lawyers understand what clients value in relationships.

🔥 System Integration: Worried about integrating the CRM with existing systems? We help with seamless integration, making sure your CRM works effectively alongside other tools.

🔥 Referral Arrangements: Struggling to manage referral arrangements? We help you set up systems to track and manage referrals efficiently.

🔥 Shared Client Development Plans: Having trouble getting everyone on board with client development plans? We work with your team to create and implement shared plans that align with your firm's goals.

Our Approach

Implementing a CRM system requires committed engagement from your team. We help you plan and persist through challenges to achieve significant improvements in your practice.

Our Services Include:

🎯 Client Listening: Informing your CRM strategy and lawyers' understanding of relationships.

🎯 Developing the Strategy: Defining and sharing your Vision of how CRM will deliver for your practice.

🎯 System Selection: Choose the right CRM system for your needs.

🎯 Data Management: Establish the right approach to reliable data capture and management.

🎯 Client & Prospect Development Initiatives - to convert Prospects to Advocates

🎯 Ongoing Support: Facilitate workshops and manage implementation plans.

Benefits of a CRM System

Once you've chosen the right, flexible, user friendly IT solution, the priority is to help your people understand what they can do more effectively to add value to their relationships with clients and then adapt the systems and processes to match. 

We help you enable your lawyers to become more focused, structured and effective with business development activity to generate new and better business.  

YOUR NEXT STEP: Schedule your Free Consultation here with Allan Carton.

💡Some pointers you may find useful ..

DO NOT:

✖️ Hold back on investing in a CRM system until the culture has changed. You don't have the luxury of time to do that now. Instead, use the structure and data available from developing a system - with engagement from a pilot group in your practice - to drive the wider change of behaviours that is needed over time. 

✖️ Lead with the technology.

✖️ Stop after the first flourish of activity.   You will only produce the results that are possible by being persistent, even when people don't like the discipline and effort that is needed. It is therefore CRITICAL that people really understand why they are doing this - and what success looks like.

DO:

✔️ Lead from the top   with agreed business objectives ... so that's where we make a start. 

✔️ Define your objectives in the short, medium and long term - and sharing these effectively within the business.

✔️ Listen to, learn to understand and share internally what clients value - what you need to know about them - early on to open up new opportunities and develop more meaningful discussions with clients.

✔️ Tackle simple needs first   such as mailing lists and events, who owns/manages which relationships, who knows who now and integration with practice management and other systems.

✔️ Look for quick wins; communicate and celebrate them.

✔️ Tackle cleaning (usually "dirty") data early but manage that so as not to stifle progress in getting people engaged on the benefits and the plan. Clean just what you want to use from historic data and with new data being added.

✔️ Start with a pilot , with the marketing team collaborating closely with lawyers, support staff and us to agree what data is needed and processes to manage it.

✔️ Move on to more sophisticated approach to managing key client and referrer accounts and to development of new prospects. Don't stop!

✔️ Build reliable and meaningful client intelligence as ammunition for new initiatives .. internal workshops to develop new propositions ... and the rest.

For more information and to discuss how this could work for your practice in confidence and with no obligation, contact Allan Carton or complete the information request form or click here to schedule a free telephone conference.