Maximizing Success in Mergers and Acquisitions: A Guide

Discover the critical strategies top firms are using to navigate the complexities of mergers and acquisitions (M&As). Read this exclusive FREE guide to learn how to ensure collaboration, foster client loyalty, and drive value post merger.

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A meeting with a key contact who was recently promoted—an opportunity identified through the firm's business development strategy of tracking career advancements.

The Pathways to Growth: A Best Practices Guide for Finding Your Next Client
  • 10 minutes read
  • Blog
Two business professionals shaking hands across a table during a meeting, representing trust built on the difference between information technology, which focuses on keeping client data safe and organized, and artificial intelligence, which analyzes that data to make decisions that directly impact client relationships.

Ethical AI: The Critical Difference Between Artificial Intelligence and Information Technology
  • 6 minutes read
  • Blog
Alumni and legal professionals networking at a thought leadership event, showing how connections drive business development for law firms.

The Untapped Engine of Business Development for Law Firms: Your Alumni Network
  • 10 minutes read
  • Blog
Professional services team discussing CRM best practices as one of their INBOUND 2025 takeaways from this year’s event.

The Real Takeaways from INBOUND 2025 (And How to Act on Them)
  • 8 minutes read
  • Blog
A meeting with a key client stakeholder identified via relationship mapping software.

The  Best Relationship Mapping Software & Tools (A 2025 Guide)
  • 11 minutes read
  • Blog
Business development team at a law firm discussing relationship management strategies, including alumni tracking, while evaluating CRM for law firms solutions

Choosing a CRM for Your Law Firm? Read This Insider’s Story First.
  • 10 minutes read
  • Blog
Professional services team discussing client health based on customer intelligence analytics

Customer Intelligence Analytics: The B2B Metric You’re Not Tracking
  • 11 minutes read
  • Blog
Professional advisor in a meeting with a key stakeholder — the result of a warm introduction that opens doors to key account growth.

How to Get a Warm Introduction: A 5-Step Guide with Templates
  • 14 minutes read
  • Blog
A business leader and colleagues discuss strategy in a team meeting, which highlights the difference between data and intelligence in using CRM for client insights and outreach.

Data vs. Information: A Simple Guide (Plus the Next Step: Intelligence)
  • 14 minutes read
  • Blog
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