In early 2020, when the challenges surrounding the pandemic began, many legal firms found themselves without the ability to answer the question: “Who should we communicate with at our clients?”
With a clean, updated contact database full of recent activity and notes, remote professionals could quickly check one system and know exactly who at each client should receive a personal phone call or check-in in times of a crisis. Unfortunately, most firms were not set up with such a database last March.
Legal Firms and CRM
Small and mid-sized firms are pursuing customer relationship management (CRM) software now more than…