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Law Firm Management Law Firm Marketing and Business Development

A Playbook for Disrupting Traditional CRM

Here’s the playbook for disruption: Take attorneys out of the equation. Stop building CRM that succeeds or fails on their shoulders. We need to shift the focus and, instead, build the technology from the ground up for the professionals who actually use it: marketing and business development.

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According to the 2023 Thomson Reuters Marketing Partner Forum Survey, of all the tools in the marketing mix, CRM (customer relationship management software) was considered one of the two “least effective.” In 2024, it hit rock bottom, ranking “not effective at all.” Why?

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