CRM, Marketing and Business Development

What is CRM, Marketing and Business Development?

Legal CRM, marketing and business development products help law firms manage the process of converting potential clients to retained clients. They enable law firms to automate and manage client pipelines and intake, to track and analyze digital marketing campaigns, and to manage communications with current and prospective clients.
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LawSites
Lawmatics, Legal CRM and Marketing Platform, Rolls Out Major UI Overhaul, Targeting Improved Usability
Lawmatics, a legal technology platform for client intake, CRM and marketing automation, is rolling out a comprehensive redesign of its user interface aimed at making its increasingly complex feature set more accessible and intuitive for law firms of all sizes. The update, which is going live this week, represents the first phase of what founder...
Bob Ambrogi
1/21/2025
LawSites
Lawmatics’ New Custom Dashboards Let Your Law Firm Track and Visualize The Data That Matters To You
As a cloud-based CRM and marketing platform for law firms, Lawmatics has always featured a standard dashboard where users can get an at-a-glance overview of their activity and metrics. But now, the company has introduced custom dashboards, enabling firms to create their own unique dashboards showing the precise data they wish to track.  Matt Spiegel, founder...
Bob Ambrogi
4/2/2024
Legal IT Insider
gwabbit’s founder Todd Miller acquires majority stake in new kid on the block CRM TRĒ
Todd Miller, the founder and former CEO of gwabbit, Inc, has acquired a majority interest in new kid on the block legal CRM provider TRĒ, which was founded by CRM [...] The post gwabbit’s founder Todd Miller acquires majority stake in new kid on the block CRM TRĒ appeared first on Legal IT Insider.
Caroline Hill - Editor-in-Chief
4/2/2024
Law.com's Legaltech News
Gwabbit Founder Todd Miller Acquires Majority Stake in CRM Provider TRE AI
The acquisitions comes during a time when the CRM market is fast evolving and expanding.
Law.com's Legal Tech News
4/2/2024
Dewey B Strategic
Courtroom Insight Launches Dynamic Lawyer Directory
Courtroom Insight has announced the  launch of  a comprehensive Lawyer Directory. Courtroom Insight has been aggregating data on professionals (lawyers, arbitrators, judges and experts) as well as a suite of partnership alliances. According to the press release, “this unique, specialized offering expands on Courtroom Insight’s existing model for delivering legal professional insights by aggregating private...
Jean O'Grady
1/29/2024
Legal IT Insider
Nexl says $6.6m Series A, nine months on from a $4m raise, is down to “huge market opportunity” 
Client relationship management vendor Nexl on Friday (1 December) announced that it had raised $6.6m Series A funding co-led by Shearwater Capital and one of Nexl’s existing investors, Australian-based B2B ... Nexl says $6.6m Series A, nine months on from a $4m raise, is down to “huge market opportunity”  Read More » The post Nexl...
Caroline Hill - Editor-in-Chief
12/4/2023
Law.com's Legaltech News
CRM Provider Nexl Announces $6.6M Series A Round
The latest fundraising will enable Nexl to focus on its core market in the U.S., while boosting its go-to-market capabilities and product development.
Law.com's Legal Tech News
12/1/2023
Above the Law Tech News
Hiring Outside Counsel Made Easy
Platform streamlines hiring process, offering relevant information with a straightforward interface. The post Hiring Outside Counsel Made Easy appeared first on Above the Law.
Joe Patrice
11/9/2023
LawSites
New Filevine Feature Uses AI to Summarize Incoming Leads and Predict the Best Matches for A Firm
The law practice management platform Filevine today launched an enhancement to its Lead Docket lead intake tool that uses artificial intelligence to generate summaries of the key details of incoming leads and that help predict which leads are good matches for a law firm and which should be referred elsewhere.  The new feature, LeadsAI, generates...
Bob Ambrogi
10/17/2023
Dewey B Strategic
Lexblog Offers Early Access to Lou – AI Enabled Publishing Assistant
Lexblog, which was founded in 2003,  is the brain child of Kevin O’Keefe, a lawyer who has been on a mission to encourage  legal thought leadership through blogging. (Dewey B Strategic is published on Lexblog) Lexblog offers legal bloggers, lawyers and law firms a worldwide audience. Lexblog currently supports over 40,000 bloggers. According to the...
Jean O'Grady
10/11/2023
LawSites
LexBlog Develops AI Integration to Help Legal Bloggers and Marketers Plan, Refine and Publicize their Blog Posts
I will confess that when my long-time friend Kevin O’Keefe told me that his legal blogging company LexBlog was developing a generative AI integration, I was not expecting much. I guessed they would simply add a conversational interface somewhere in the right control panel where authors could converse with ChatGPT without having to leave the...
Bob Ambrogi
10/10/2023
LawSites
On LawNext Podcast: Lawmatics Founder Matt Spiegel On Automating CRM for Law Firms
Stories are increasingly common of lawyers who leave law practice to start legal technology companies, but few achieve the level of success as an entrepreneur of Matt Spiegel. He was a criminal defense lawyer in 2009 when he founded MyCase, one of the earliest cloud-based law practice management companies. In 2012, he sold MyCase to AppFolio, and then left the...
Bob Ambrogi
9/20/2023
Above the Law Tech News
Overture Law Offers Small Firm Lawyers A Unique Way To Capture Revenue They’re Currently Turning Away
Overture appears to be the first lawyer-to-lawyer referral platform to place its focus on enabling the ethical sharing of referral fees among lawyers in smaller firms. The post Overture Law Offers Small Firm Lawyers A Unique Way To Capture Revenue They’re Currently Turning Away appeared first on Above the Law.
Robert Ambrogi
9/11/2023
Legal IT Insider
Clio integrates Google Ads within PMS to provide “competitive advertising strategy”
Clio has announced a new integration with Google Ads to enable lawyers to more easily promote their firm on Google Search, capture leads from nearby residents, and manage their advertising ... Clio integrates Google Ads within PMS to provide “competitive advertising strategy” Read More » The post Clio integrates Google Ads within PMS to provide...
Caroline Hill - Editor-in-Chief
8/28/2023
LawSites
Law Firms Can Now Sign Up For And Manage Google’s Local Services Ads Directly Within Clio Grow
Google’s Local Services Ads can be both effective and economical for generating leads for certain types of law practices. Unlike pay-per-click ads, local services ads appear at the top of Google’s results for relevant searches, and you pay only if the potential client calls or messages you through the ad. Now the law practice management...
Bob Ambrogi
8/28/2023
LawSites
How To Optimize Your Law Firm Website For Google’s Core Web Vitals: What You Need To Know
In the competitive world of legal marketing, Google’s Core Web Vitals can be a critical factor in your law firm’s ranking. But how do you optimize your website to meet these standards? In her article, Optimizing Law Firm Websites: Google’s Core Web Vitals Explained, digital marketing expert Annette Choti explains what law firms need to...
Bob Ambrogi
8/16/2023
Dewey B Strategic
Lexis Launches InterAction+ with Outlook and Analytics Integrations, New Dashboard and Security Options
Today  LexisNexis® Legal & Professional  is announcing the launch of InterAction+™, a new cloud-based legal CRM that  integrates the workflow around law firm contacts into Outlook and leverages the firms existing Lexis subscriptions to deliver business intelligence into the CRM experience. The new interface add new features, including a modern user experience, cloud infrastructure, and...
Jean O'Grady
7/25/2023
LawSites
Targeting Small-to-Midsized Firms, LexisNexis Releases Cloud Version of InterAction, Long A Leading CRM Product Among Large Firms
Launched in 1993 and acquired by LexisNexis in 2004, Interaction is one of the most established client relationship management (CRM) products in the legal market. An on-premises product designed for large law firms, InterAction is used by three-quarters of the Am Law 100 and three-quarters of the largest firms globally, according to LexisNexis. Now, in...
Bob Ambrogi
7/25/2023
Law.com's Legaltech News
LexisNexis Launches CRM Solution, InterAction+, With Focus on Outlook Integration
InterAction+ seeks to move attorneys away from scattered Excel sheets and physical Rolodexes full of client information, integrating it in a single, consolidated customer relationship management platform.
Law.com's Legal Tech News
7/25/2023
Legal IT Insider
LexisNexis launches InterAction+ true cloud CRM solution – Our analysis
With this key new product release of InterAction+ today (25 July), LexisNexis fulfils its promise as set out in our CRM Survey earlier this year to release a true, full ... LexisNexis launches InterAction+ true cloud CRM solution – Our analysis Read More » The post LexisNexis launches InterAction+ true cloud CRM solution – Our...
Caroline Hill - Editor-in-Chief
7/25/2023
LawSites
Lawmatics Launches LM[AI], A GPT-Driven AI Feature to Generate and Inspire Client Emails and Templates
In what appears to be the first use of generative AI directly within a legal CRM product, the cloud-based CRM platform Lawmatics is today launching a feature that allows lawyers to use AI to create and edit client emails and email marketing campaigns. Called LM[AI], the feature is powered by the latest commercial version of...
Bob Ambrogi
6/6/2023
LawSites
New Clearview Social Feature Uses ChatGPT to Help Law Firms ‘Shuffle’ A Variety of Social Media Posts
Clearview Social, an application for law firms to help their lawyers share content on social media, has launched a new feature, Social Shuffle, powered by OpenAI’s ChatGPT, that automatically generates variations of a firm’s social media posts to “shuffle” the content the lawyers are posting. The basic idea of Clearview Social is to allow a...
Bob Ambrogi
5/23/2023
Legal IT Insider
Olivares selects Nexl in CRM vendor’s latest Mexico win
Olivares, one of Mexico’s leading law firms, has selected Nexl for its client relationship management solution, in Nexl’s third public win in Mexico in a month. With over 50 years ... Olivares selects Nexl in CRM vendor’s latest Mexico win Read More » The post Olivares selects Nexl in CRM vendor’s latest Mexico win appeared...
Caroline Hill - Editor-in-Chief
4/27/2023
LawSites
With Acquisition Of Upper Sigma, Litera Poised to Provide Integrated Legal CRM and Experience Management
Legal technology company Litera today officially announced its acquisition of Upper Sigma, a London-based CRM and marketing platform for law firms that is built on the Salesforce CRM platform. Litera says that by integrating Upper Sigma with the firm intelligence platform Foundation, which it acquired in 2021, it will be able to offer the only...
Bob Ambrogi
4/24/2023
Law.com's Legaltech News
Litera Acquires CRM Provider Upper Sigma, Expanding Its Marketing, Business Development Capabilities
Litera’s acquisition of Upper Sigma comes a few years after it also expanded its marketing and business development offerings with the purchase of U.K-based Concep.
Law.com's Legal Tech News
4/24/2023
LawSites
6 Essential Emails Your Law Firm Should Be Sending
From appointment reminders to case updates, here are the six types of emails that ensure you’re providing top-notch service to your clients. Email communications are a cornerstone of running a modern law firm. According to the American Bar Association, 41% of law firms use email marketing. As one of the most commonly used law firm...
Patrick Grieve and Lawmatics [Sponsored]
4/5/2023
Law.com's Legaltech News
Generative AI for Legal Marketing: Today's Pros and Pitfalls
The development of new governance concepts to address the pitfalls and ethical repercussions of Generative AI must involve the evaluation of important questions across various functions of the law firm. They include risk management and compliance, legal, public relations and reputation management.
Law.com's Legal Tech News
4/3/2023
LawSites
Legalweek News Roundup Part 2: CASEpeer, Evisort, Everlaw, Hanzo, LawPay, LexCheck, LinkSquares, LegalEase, Logikcull, Milestones, MyCase
This week marked the annual Legalweek show in New York, one of the world’s largest and most prominent legal technology conferences. Although COVID kept me from attending, it is not keeping me from covering the news coming out of the show. Previously, I posted part one of my roundup of Legalweek news, featuring news from Reveal-Brainspace, Casepoint,...
Bob Ambrogi
3/23/2023
LawSites
Nexl, A No-Data-Entry CRM Platform for Law Firms, Raises $4M
Nexl, a no-data-entry CRM platform for lawyers, has raised $4 million in a financing round led by Australian-based B2B venture capital firm EVP with follow-on participation from The Legal Tech Fund, Vulpes and Saniel Ventures. Nexl said it will use the investment to accelerate the development of its core product, increase acquisition efforts in major...
Bob Ambrogi
3/13/2023
Legal IT Insider
Nexl raises $4m from investors including Australian B2B VC firm EVP
Australian-headquartered CRM and revenue operations platform Nexl has successfully raised $4m, with participation from leading Australian-based B2B venture capital firm EVP with follow-on participation from Vulpes, Saniel Ventures and The ... Nexl raises $4m from investors including Australian B2B VC firm EVP Read More » The post Nexl raises $4m from investors including Australian B2B...
Caroline Hill - Editor-in-Chief
3/13/2023
LawSites
Here Are the Winners Of ABA TECHSHOW Startup Alley
ABA TECHSHOW kicked off in Chicago last week with its traditional opening event, the Startup Alley pitch competition, in which 15 legal tech startups present three-minute pitches in pursuit of top honors. The winners of the competition (which I organize and emcee) are selected by popular vote of those in attendance in the audience, which...
Bob Ambrogi
3/7/2023
LawSites
Smokeball to Expand Its Law Practice Management Platform With Addition Of Client Intake Feature
Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm. The new feature is...
Bob Ambrogi
3/2/2023
Legal IT Insider
LITI Launches 2023 Legal CRM Software Report
Today (22 February) Legal IT Insider publishes a comprehensive 54-page survey of eight of the leading global law firm CRM vendors and systems. The report – an industry first – ... LITI Launches 2023 Legal CRM Software Report Read More » The post LITI Launches 2023 Legal CRM Software Report appeared first on Legal IT...
Caroline Hill - Editor-in-Chief
2/22/2023
Legal IT Insider
ICYMI: Litera acquires Salesforce-based CRM Upper Sigma 
Litera has acquired client relationship management vendor Upper Sigma, in an acquisition that hasn’t been formally announced but that has been talked about on LinkedIn by Upper Sigma’s management team ... ICYMI: Litera acquires Salesforce-based CRM Upper Sigma  Read More » The post ICYMI: Litera acquires Salesforce-based CRM Upper Sigma  appeared first on Legal IT...
Caroline Hill - Editor-in-Chief
2/22/2023
Legal IT Insider
LexFusion selects Nexl for CRM
After what is described as a “painstaking evaluation” of client relationship management providers, legal tech collective LexFusion has selected Nexl for its own CRM management, replacing Microsoft Dynamics. LexFusion says ... LexFusion selects Nexl for CRM Read More » The post LexFusion selects Nexl for CRM appeared first on Legal IT Insider.
Caroline Hill - Editor-in-Chief
1/13/2023
LawSites
Lawmatics Becomes First CRM Product to Integrate with the MyCase Practice Management Platform
You can’t go home again, Thomas Wolfe famously wrote. But legal tech news announced today suggests otherwise. In an integration between two law practice products, Lawmatics, the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase, the law practice management platform that Spiegel originally founded in 2009 and left in 2015....
Bob Ambrogi
11/10/2022
LawSites
A Special LawNext Recorded Live at ClioCon: Clio CEO Jack Newton on the Antifragile Law Firm
In an episode of LawNext recorded in person at the Clio Cloud Conference in Nashville, Clio founder and CEO Jack Newton discusses the “antifragile” law firm, a concept he introduced in his conference keynote — derived from the book, Antifragile: Things That Gain from Disorder, by Nassim Nicholas Taleb — that certain firms thrive in the...
Bob Ambrogi
10/17/2022
LawSites
CosmoLex Adds CRM for Firms to Manage and Track Prospective Clients and Automate Intake Workflows
The practice management company CosmoLex has added a new client relationship management module to its all-in-one platform with the release of CosmoLex CRM. The new CRM module is designed to enable law firms to manage, track, and communicate with prospective clients; automate intake workflows; and provide reporting to help better analyze marketing campaigns. The module...
Bob Ambrogi
10/17/2022
LawSites
CRM Platform Lawmatics Expands with Time and Billing Features; Adds E-Payments through Gravity Legal
Lawmatics, a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides. The company also is adding new electronic payment capabilities through a partnership...
Bob Ambrogi
3/1/2022