Why Law Firms Need to Adjust Their CRM Strategy to Increase ROI 

Global law firms find themselves at a crossroads. The traditional silos of business development (BD), client onboarding, risk management, and matter management are no longer sustainable in a world that demands efficiency to drive strategic growth. Change is already happening, thanks to new AI-powered technologies. While firms scramble to implement the latest AI tools, it’s easy for leaders to overlook something far more fundamental: the bigger picture of their client relationship management (CRM) and how technology can create synergies across the entire client lifecycle.

The Benefits of Modernizing CRM

• Build stronger client relationships with relationship maps and a unified client history.
• Win more deals over competitors by surfacing lessons learned and maintaining continuity across pursuits.
• Capture money left on the table by identifying natural cross-sell and add-on opportunities.
• Grow your practice by tracking which BD activities generate profitable new business.
• Work smarter and serve better, through streamlined workflows so lawyers can focus on high value client work.

How Can A&M Help?

Technology matters, but so does the business model around it. Our structured approach encompasses the following core principles:

1. Assess current maturity: baseline marketing, BD and intake processes then build a prioritized roadmap.
2. Streamline workflows with advanced integrations: connect CRM to risk/compliance, practice management and document systems so CRM powers the entire client lifecycle.
3. Implement user-friendly interfaces: reduce friction and increase adoption with simple, intuitive user experience (UX).
4. Design for scalability and security: align business and tech teams to deliver secure, scalable solutions.
5. Develop key metrics: track lead conversion, opportunity origination, time to onboard and other KPIs to guide investment.