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Why CRM: Client Relationship Management for Law Firms

Why CRM: A Guide for Law Firms In our guide for law firms, you’ll find actionable insights and best practices to help your firm drive revenue and improve marketing ROI with CRM. Learn how to leverage relationship intelligence and understand the activities that lead to new business so you can do more of them.

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Infographic – Ari Kaplan Leadership Report

Infographic: Leadership, Growth, and Profitability In the new legal industry report, “Leadership, Growth, and Profitability in  Post-Pandemic Era,” midsize law firm leaders share their insights on navigating digital transformation. Download the free infographic for quick takeaways and insights from the full report on how to balance technological progress, generational shifts, and complex business dynamics in an era…

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Download: Law Firm Leadership Report

Leadership, Growth, and Profitability in a Post-Pandemic Era Insights on Navigating Digital Transformation in the Modern Law Firm New industry research from Ari Kaplan Advisors highlights how law firms successfully navigate digital transformation in a time of rapid change. Supported in part by SurePoint Technologies, legal industry analyst Ari Kaplan interviewed leaders at midsize law…

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EBook: Why CRM – Client Relationship Management for Law Firms

Why CRM: A Guide to Client Relationship Management for Law Firms Client Relationship Management (CRM) is integral to a law firm’s success.  On its own, CRM provides powerful visibility into the relationships that exist within a firm. When used as part of a holistic strategy, CRM can improve client satisfaction, unlock performance, and help firms…

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EBook: Leading the Way

Download the EBook Leading the Way: The Business of Law in 2022 and Beyond There is no doubt that midsize law firms have a number of unique competitive advantages in the business of law. With fewer barriers to strategic decision making, midsize firms can easily pivot and innovate faster than their big law colleagues.  …

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Report: Implementing Financial Intelligence – National ALA

Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond In an effort to identify key trends among law firm financial leaders a consortium including SurePoint Technologies engaged Ari Kaplan Advisors to interview 30 legal professionals regarding: Ari Kaplan personally spoke with 20 CFOs, seven finance directors (three of which serve as…

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Infographic: Implementing Financial Intelligence

Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond – Infographic Download this infographic for an overview of some of the key takeaways from the “Implementing Financial Intelligence: Giving Law Firms a Competitive Advantage in 2022 and Beyond” report. The full report was based on discussions with 30 law firm finance leaders to identify…

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