1.Overview
The Firm CRM organizes all client relationship information, enabling relationship intelligence and data-driven business development.
Rather than scattering client data across spreadsheets, billing systems, and individual attorney contacts, the Firm CRM maintains comprehensive client records that integrate identification, contacts, relationship history, financial value, and organizational structure—supporting both day-to-day matter management and strategic firm growth.
2.Firm CRM Guides
Explore the guides below for detailed instructions on each area:
- Client Organization and Relationship Management — Client record structure, contact hierarchy, and contact type management.
- Business Development and Cross-Selling Intelligence — Practice area coverage analysis, cross-selling recommendations, and client development strategies.
- Conflict Checking and Relationship Management — Conflict checking procedures, resolution, and ethical wall implementation.
Frequently asked questions
The Firm CRM organizes all client relationship information, enabling relationship intelligence and data-driven business development. It maintains comprehensive client records integrating client information with relationship history, matter history, and financial value.
Each client record includes identification and classification, contact information, key contacts (primary, billing, executive sponsor), relationship history with matter list and lifetime financial value, business information including strategic importance and cross-selling opportunities, and organizational hierarchy for corporate clients.
The CRM tracks practice area coverage per client, identifies unserved practice areas, generates cross-selling recommendations, and supports client development strategies with stated objectives, competitive status, development actions, and timelines.
When a new matter is created, the system checks primary party conflicts, related party relationships, opposing party conflicts, and prior matter adverse relationships. Potential conflicts are escalated for analysis, waiver, or ethical wall implementation with automatic access and communication restrictions.