Recent Posts

Marketing and business development leaders meeting at a hosted event, reviewing notes and discussing account strategy, stakeholder engagement, and post-event follow-up to maximize ROI and turn in-person conversations into measurable revenue impact.

How Marketing and BD Leaders Can Turn Events Into Measurable Growth
  • 8 minutes read
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Two professionals in business attire shaking hands, symbolizing trusted client relationships and firm collaboration.

Client Spotlight: How Whitley Penn Created a More Connected Way to Manage Firm Relationships
  • 4 minutes read
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Four diverse accounting professionals collaborating in a modern office as part of an accounting firm growth plan discussion, with one partner holding a notebook, another presenting ideas, and two colleagues reviewing insights on a laptop beside desktop monitors, illustrating data-driven strategy, relationship management, and coordinated firm-wide expansion planning.

From Strategy to Action: A 5-Step Accounting Firm Growth Plan
  • 8 minutes read
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Business professionals seated around a conference table in a collaborative meeting, with laptops, notebooks, and coffee visible, as one person gestures while discussing strategy. The image represents marketing and business development teams using shared relationship data and CRM insights to coordinate outreach, plan growth initiatives, and connect relationships to revenue outcomes in a professional services firm.

How Withum Uses Relationship Data to Support Growth
  • 3 minutes read
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Legal marketing strategies in practice as a cross-functional team collaborates around a table, aligning relationship insights to drive more focused outreach, stronger client relationships, and business development outcomes.

The Most Powerful Legal Marketing Strategy You’re Overlooking
  • 8 minutes read
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A diverse group of professionals sitting together in a bright office, smiling and engaged during a presentation about legal marketing tools and modern tech strategies.

The Essential Legal Marketing Tech Stack: 7 Tools for 2026
  • 9 minutes read
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Savvy marketing leader meeting with two partners to discuss their Chambers submission and turn it into business intelligence for their law firm.

The Chambers Playbook for Legal Marketers: Inside Strategies from a Former CMO
  • 2 minutes read
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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
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Team collaborating in a modern office, discussing CRM with marketing automation and the importance of ensuring data is continuously up-to-date with automation and data enrichment tools to drive smarter engagement.

Is Your CRM & Marketing Automation Failing? The Data Problem No One Talks About
  • 14 minutes read
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