CRM: Don’t lose sight of what the initials stand for: Client “Relationship” Management – with 3Kites

Most law firms have some form of CRM system in place whether it be a spreadsheet or a specialised piece of software. What we often see is that CRM is used primarily and heavily for marketing activities.

Discover recent insights on client-facing knowledge initiatives with 3Kites

We attended two events recently (ILTA’s Knowledge Management Special Interest Group meeting and The Future Lawyer conference) which shone a light on developments in how law firms are approaching client-facing knowledge initiatives. These are some of the things we learned.

More effective template management with Sysero and iManage

Modern law firms are defined by their collective expertise, experience, and ability to transform internal knowledge into actionable insights for their clients.

Discover the five benefits of cloud-based workflow automation with Sysero

In today’s digital world, many organisations are transforming once tedious and manual-based processes into digitally-driven optimised workflows.

How Thomas Flavell accelerated agreements with Clarilis’ MCL suite

Leases may be part of the day-to-day work for regional law firm Thomas Flavell & Sons but getting to a signed agreement can demand significant effort.

Here’s why more and more firms are switching to NetDocuments every day

NetDocuments, the #1 trusted cloud platform where legal professionals do work, today reported record growth in 2022 with momentum continuing into 2023, with over 750 enterprise firms making the switch from top document management competitors or storage solutions to NetDocuments.

IT leadership plays a crucial role in driving business success and innovation according to 3Kites

Three years ago we started working with small to medium professional service firms to provide Fractional IT Director services. Our expectations were that we would be providing an experienced IT Director to work with the firm’s management and IT teams to ensure IT was being fully considered as part of a firm’s business plan.

Find out if your organisation is ready to face the challenges of today’s world with Proveteq

Managing change can be challenging, especially when it comes to adoption and acceptance. It involves the implementation of new processes, technologies, strgategies or structures that aim to improve organizational effectiveness and efficiency. It’s often necessary to ensure that your change initiatives benefit your employees and customers.

Take your law firm’s operations to the next level with a new document management strategy with Proventeq

What would you do if you could start all over again with a new document management system? If you’re considering migrating but worried about metadata limitations, permissions, and link resolution, we can help.

Case study: McAllister Olivarius migrates from iManage to Proventeq

McAllister Olivarius is an international law firm with special expertise in bringing discrimination claims in the United States, England and Wales. They also have a thriving practice in corporate law, conducting transactions and providing advice for companies on both sides of the Atlantic.