Your Firm Doesn’t Know What It Knows; Neither Does Your CRM

Before the next CRM or AI investment, answer three questions honestly: Where does its data come from? How does it stay current without asking attorneys to maintain it? And what happens to our relationship intelligence when a partner walks out the door?

10 minute read June 30, 2026 at 11:13 PM
By
Todd Miller
Your Firm Doesn’t Know What It Knows; Neither Does Your CRM

Everyone is buying the rocket ship. Nobody is buying the fuel.

Question: What’s your firm’s greatest asset?

Answer: Its relationships.

Your firm’s relationships with clients and prospective clients are where the rain comes from.

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