This study examines trends in CRM use based on the responses of marketing/BD professionals at 71 U.S. law firms.

This study examines trends in CRM use based on the responses of 251 U.S. Professional Services firms, including legal, accounting, financial advisory, AEC, and consulting industries.

Learn what marketing and business development leaders in the Accounting industry revealed about CRM.

Learn what marketing and business development leaders in the Consulting industry revealed about CRM.

Learn what marketing and business development leaders in the Legal Industry revealed about CRM.

Learn what marketing and business development leaders in the Engineering industry revealed about CRM.

Learn what nearly 700 professional services marketing and business development leaders revealed about CRM.

This white paper is a continuation of similar studies conducted since 2015 and is intended to examine ongoing trends in the industry.

This white paper is a continuation of similar studies conducted since 2015 and is intended to examine ongoing trends in the industry.

The white paper includes a detailed analysis of the survey findings as well as a list of best practices for firms wishing to choose the most effective platform, promote higher utilization among lawyers, and maximize the ROI on their CRM initiatives.

Unlike other research examining global averages, this survey of nearly 100 North American firms examined which revenue generation strategies are most effective for specific firm sizes, lawyer seniority cohorts, industry groups, and practice areas.

According to Altman Weil’s ‘Law Firms in Transition 2017’ survey, 71% of firms are investing more in BD, but only 30% achieve their desired improvement.

In the Spring of 2015 we conducted a study on the utilization and ROI of CRM at law firms. It includes latest market-wide CRM trends in the legal industry and provides best practices for increasing utilization and measuring the ROI of CRM initiatives.