Finding the Right CRM

One of my most daunting tasks as the firm's first marketing director was how to tap into the attorneys' 'knowledge base' of clients and contacts. To put it simply ' nobody could decipher who knew whom. E-mails would fly around asking if anyone knew an attorney in California, or an employee at ABC Corporation. The e-mails were cumbersome and often sent at the last minute. Each attorney's contacts were essentially islands for which we needed a way to bridge. The conclusion we arrived at was that we needed a CRM system for the firm.

18 minute read June 26, 2007 at 10:34 AM
By
Jeanie Griggs
Finding the Right CRM
Davis Malm & D'Agostine P.C. is a 38-attorney law firm based in Boston, specializing in corporate work, real estate, litigation, and trusts and estates. Founded in 1979, our firm in comprised of 25 partners, 11 associates, and two Of Counsel and serves individuals and middle market businesses across New England.

As director of Davis Malm's marketing department, I strive to meet the needs of all the attorneys, support staff and other employees by proposing solutions that will increase overall efficiency.

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