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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 become more profitable.

In our latest eBook, “Why CRM: A Guide to Client Relationship Management for Law Firms,” you’ll find actionable insights and practical guidance to help your firm grow with CRM.

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FAQs

Does SurePoint support LEDES and client billing guidelines?
Yes. UTBMS codes, validations, and client-specific rules are baked in.

Will attorneys actually use the workflows?
Adoption improves when steps happen where they work; automation reduces administrative burden. Industry data shows growing use of workflow automation across firms.

How is knowledge secured?
Role-based access, governance, and audit trails ensure only the right people see sensitive content. KM programs emphasize taxonomies and stewardship for accuracy.

Is AI safe to use in legal work?
Practical AI should be embedded with guardrails, human review, and clear governance—a trend reflected in 2025 tech surveys.

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