
Investing in Your Law Firm’s Client Relationship Management
Efficient customer relationship management is crucial to help grow your book of business, drive new business, and satisfy current clients.
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Increase billable time and cashflow
Reach and collaborate with your clients
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Efficient customer relationship management is crucial to help grow your book of business, drive new business, and satisfy current clients.
In today’s workplace, 65% of employees are looking for another job. To compete for the best employees, employers must remain current, providing a quality, forward-thinking work environment which includes hybrid work options. Prior to the pandemic, law firms allowed only exempt employees (lawyers and professionals) to work remotely, and then
Most lawyers have multiple clients, and many will work in more than one firm throughout their careers. These circumstances dramatically increase the possibility of conflicts of interest between former and new clients.
The legal sector’s adoption of new technology has always been slow and conservative, for good reason. Attorneys have many considerations that other businesses do not have, such as privilege, compliance, confidentiality, and security. Training your firm’s employees on new technology is difficult to get right, but powerful when done correctly.
By definition, an exit interview is a conversation between an employer and an outgoing employee. The objective is to determine how the firm can improve on its processes and culture. These interviews usually consist of an honest and forthcoming conversation as an outgoing employee often feels less reluctant to give
One of the worst situations that can arise when onboarding new legal clients is making mistakes during a conflict check. These are serious situations that can carry a wide range of negative consequences for all involved, especially your client. The best way to deal with this type of scenario is
Knowing how to determine what factors have the most impact on your financial health requires a solid law firm profitability analysis strategy. The invaluable insights this process produces will ensure that every ounce of your energy is helping you maximize your firm’s profits. But, remember: realization and profitability are not
Without legal project management software, it’s difficult for a firm to sustainably deliver high customer experience and service quality.
All organizations – particularly those that outsource crucial business operations to third-party technology businesses and SaaS companies – must ensure that their data is handled properly, protecting customers from data theft, extortion, and malware attacks. Service Organization Control 2 (SOC 2) provides a framework to help stakeholders ensure that vendors
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Company
Leave standalone software behind
Manage all your cases in one place
Manage your documents
Gather insights into your firm’s performance
Increase billable time and cashflow
Reach and collaborate with your clients
Grow your client list
Read all about the latest industry topics
Learn from industry experts
In-depth legal insights
Real perspectives from real people
Get help from our expert support team
See an extensive list of CARET Legal partners
Join CARET Legal’s partnership program today