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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Professionals engaging in conversation at a networking event, emphasizing how consistent relationship-building activities improve a firm’s customer relationship score and client retention.

What Is a Customer Relationship Score (And Why It’s Better Than NPS)
  • 7 minutes read
  • Blog
Professionals at a mid-market accounting firm discussing their digital transformation accounting strategy.

The One Thing Holding Back Your Firm’s Digital Transformation
  • 10 minutes read
  • Blog
Business team collaborating and sharing ideas in a modern office setting — representing teamwork, data-driven decision making, and the importance of CRM best practices for 2026.

Beyond the Basics: 5 CRM Best Practices for 2026
  • 10 minutes read
  • Blog
Diverse business professionals smiling and shaking hands during a meeting, symbolizing trust and connection — a key element in business relationship mapping.

The Evolution of Business Relationship Mapping: From Who You Know to Where to Go Next
  • 9 minutes read
  • Blog
Two coworkers at a computer screen discussing cross-selling opportunities as a result of automating CRM data entry.

The True Cost of CRM Data Entry (And How to Eliminate It Completely)
  • 11 minutes read
  • Blog
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

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