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Client Service

1,425 published works

  1. Horizons

    Looking for true client intelligence? Consider retiring your generic CRM.

    By Paul John Evangelista

    At today’s professional and financial services firms, easy access to accurate, real-time client intelligence is a key competitive advantage. Still, some firms continue to rely on generic CRM systems that…

  2. The Social Media Butterfly

    Women Who Wow: Megan Spanner

    By Stefanie M. Marrone

    Megan Spanner is the Executive Director of Relationship Management at Manley Deas Kochalski where she collaborates with MDK’s lawyers across practice areas to expand the firm's business with new and…

  3. My Case Blog

    MyCase and Milestones Integration: Keep Your Clients in the Know

    By M.E. Hammond

    In today’s day and age, with online reviews and access to so many options, providing an elevated client experience is necessary to remain competitive in the legal space. Keeping your…

  4. PracticePanther Blog

    The Legal Client Intake Handbook for Law Firms

    By PracticePanther

    The legal client intake process is a crucial first step on a client’s journey to becoming a loyal client of your law firm. From gathering basic contact information to specific…

  5. Texas Bar Blog

    Sponsored Content: Elevating Client Intake for your Law Firm in 12 Steps

    By Jordan L. Turk, Attorney and Legal Technology Advisor, Smokeball

    Clients are the soul of every law practice. And arguably, the client intake process to procure those clients is the most critical part of managing your law firm. The initial…

  6. Scalable Law Blog

    How’s Your Firm’s Oxygen Level… is Your Firm Keeping Up?

    By Caralee Fontenele

    As a law firm owner, clients are the oxygen of your business! So not only do we need to attract clients successfully into your law firm, but you also must…

  7. LawVision Blog

    Law Firm Business Development—Strategic Accounts Will Save Your Firm and Protect Your Revenue Stream

    By Silvia Coulter

    We are seeing demand for legal services remains somewhat flat if not a very slight uptick in demand. New entrants into some of the markets outside of the U.S. and…

  8. LawVision Blog

    If you don’t know what CX is . . . you need to read this!

    By Jim Cranston

    There are limited ways for a law firm to differentiate from other firms. After all, the practice of law is basically the sale of hours (expertise) in exchange for fees.…

  9. Prodonovich Advisory Insights

    7 Reasons Clients Leave and How to Win Them Back

    By Sue-Ella Prodonovich

    When you’re next reviewing your business plan, I want you to take a moment to think about the clients you’ve lost over the past couple of years.I know that might…

  10. Grow Law

    Law Firm Client Intake: How to Get More Law Firm Clients

    By Sasha Berson

    Proper legal client intake is a crucial part of the business; it involves understanding a prospective client's legal needs, gathering their information, and determining whether they fit the firm well. This…