pipelineplus Guides & WhitepapersUnlock Smarter Business Development
Explore PipelinePlus’ guides and whitepapers, designed to deliver practical, actionable strategies that help attorneys and consultants grow their practices with confidence and clarity.
Key Performance Indicators for Law Firms (2022)
Legal marketers, often under-valued and lacking influence in the strategic planning of the firm, have an opportunity to create their own seat at the table by providing insights that become invaluable to firm management.
The 2021 State of CRM in Accounting Firms
Learn what marketing and business development leaders in the Accounting industry revealed about CRM.
The 2021 State of CRM in Consulting Firms
Learn what marketing and business development leaders in the Consulting industry revealed about CRM.
The 2021 State of CRM in Law Firms
Learn what marketing and business development leaders in the Legal Industry revealed about CRM.
The 2021 State of CRM in Engineering Firms
Learn what marketing and business development leaders in the Engineering industry revealed about CRM.
The 2021 State of Business Development Coaching & Training at Law Firms
In this white paper, learn about maximizing lawyer buy-in, marketing bandwidth, and overall ROI of your business development coaching and training initiatives.
A Systematic Approach for Business Development
This white paper outlines a six-step systematic approach to business development that business developers can use to ensure results.
The 2021 State of CRM in Professional Services
Learn what nearly 700 professional services marketing and business development leaders revealed about CRM.
The State of CRM at Law Firms (2020)
This white paper is a continuation of similar studies conducted since 2015 and is intended to examine ongoing trends in the industry.
The State of CRM for Law Firms (2019)
This white paper is a continuation of similar studies conducted since 2015 and is intended to examine ongoing trends in the industry.
The State of CRM for Law Firms (2018)
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.
Key Performance Indicators for Law Firms (2018)
This free report provides legal marketers with a set of 18 useful KPIs that are easily calculated, aggregated from platforms they already use, immediately actionable, and strategically valuable.
Business Development Trends Across Firm Demographics (2018)
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.
The State of CRM at Law Firms: A Market-Wide Study (2017)
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.
CRM vs. Pipeline Management: A Case Study (2017)
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.
Business Development Challenges in a Changing Market: A Market-Wide Study (2016)
In the Spring of 2016 we conducted a market-wide study examining law firm business development challenges in a changing market.
The State of CRM at Law Firms: A Market-Wide Study (2015)
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.
Investing in Rainmakers: The ROI of Business Development Training (2014)
In the Spring of 2014 we conducted our second annual market-wide survey on the effectiveness of business development training and coaching programs at law firms. We wrote a white paper based on our findings including a series of recommendations on how to increase the ROI of law firm coaching and training programs.
Investing in Rainmakers: Do Business Development Training Programs Yield ROI? (2013)
In the Spring of 2013 we conducted a survey of North American law firms to identify the types of business development training programs they utilize with the objective of uncovering protocols that yield a positive return on investment for the firm. We wrote a white paper based on the survey findings and identified a series of best practices for designing, launching and overseeing a profitable BD training program in the legal industry.