CRM: Using Client Relationship Management in Your Law Firm

Client Relationship Management, or CRM, is a strategy implemented in business to maintain effective knowledge about and connections with your current, previous, and potential clients. Using technology, employees are able to nurture relationships with their clients by tracking conversions and setting notifications. But many lawyers, especially solos and small firm …

My Interview with Past President of the ABA, William Hubbard on The Future of Legal Services

At the 2016 Annual Florida Bar Convention, Adriana Linares and John Stewart interview Florida Bar Past President William Hubbard about his judicial luncheon speech. Mr. Hubbard discusses addressing regulatory framework in a timely way to deal with the increasing online proliferation of legal service providers. Lawyers themselves, he says, should embrace technology to reduce costs and maintain relevancy, rather than holding on to the status quo. Linares, Stewart, and Hubbard also talk about finding the right balance of technology and human lawyers, and provide examples of companies doing so effectively. With the right cost structures, Hubbard explains, there are a whole range of new opportunities for lawyers who can be more efficient and provide services affordably.

William Hubbard was president of the American Bar Association from 2014-2015 and is a partner at Nelson Mullins Riley & Scarborough LLP in Columbia, South Carolina, where he practices in business litigation. He is still heavily involved with the ABA, giving regular speeches and doing work with the Bar.

New Solo Podcast with Jack Newton, CEO of Clio

In this episode of The New Solo, host Adriana Linares speaks with Clio CEO Jack Newton, who shares what he believes are two big trends in practice management. Jack discusses client portals and lists the benefits, such as document management and security, that having a collaborative way to communicate directly with your clients provides. He analyzes the advantages that leveraging this technology gives law firms and the convenience it provides lawyers and consumers of legal services. He also talks about campaign tracking which enables law firms to track their marketing channels and determine what kind of return on investment they are receiving from those endeavors.

Jack briefly touches on the 2016 Clio Cloud Conference and says this year’s event will focus on helping lawyers take their practices to the next level by embracing the cloud.

Top Tips for Attorneys from the Law Practice Division’s Spring Meeting

As attorneys graduate and head into the legal marketplace, or leave a law firm to start a solo practice, it can be hard to know where to find resources with tips on starting your new career. What are the most important things that a newly solo practitioner should know? What …