Thoughts and news from the LMA-MN – Midwest Region – Minnesota Local Group

Is Your Firm Ready to Implement CRM?

I was at an event the other day with law firm marketing folks and after talking about the snow that was falling outside the window, the conversation turned to an even more depressing topic: Client Relationship Management (CRM). How does one successfully implement a CRM system in a law firm? None of us had an answer. I know we tried to do this at the firm I was working at and after two years, we still had not achieved lift off and were ready to scrap the project.

So I decided to do a little research and found this oldie but goodie Law Practice magazine article from 2008 that provides a sobering assessment of what needs to be done before undertaking CRM within a law firm. Bottom line: it’s not about the technology. It’s about the mindset. So before you start shopping for a CRM system for your firm, consider the words of Ross Fishman from this article:

“In firms where the lawyers like to own their clients and keep them portable, there will be serious reluctance to share this information, and any attempt at CRM will fail, which can be a costly, time-consuming debacle.”

Post written by Bill White, President of ReelLawyers LLC and LMA-MN Communications Committee Chair. 

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