Law firms invest heavily in CRM, yet adoption remains one of the profession's most persistent challenges.
In this webinar, we’ll explore why CRM adoption continues to fail in law firms and what successful firms are doing differently. We’ll discuss how aligning CRM with existing workflows improves lawyer engagement, data quality, and collaboration across Marketing and BD.
We'll use Foundation 365 to show what this looks like in practice, including how relationship insights surface inside existing workflows and what that means for data quality and adoption over time.
What You’ll Learn
This session is for anyone who suspects their CRM isn't delivering firmwide value and wants to understand why adoption breaks down and what to do about it.
In this webinar, we’ll explore why CRM adoption continues to fail in law firms and what successful firms are doing differently. We’ll discuss how aligning CRM with existing workflows improves lawyer engagement, data quality, and collaboration across Marketing and BD.
We'll use Foundation 365 to show what this looks like in practice, including how relationship insights surface inside existing workflows and what that means for data quality and adoption over time.
What You’ll Learn
- Why CRM adoption breaks down across lawyers, Marketing, and BD
- The cultural barriers that technology alone can’t fix
- How data governance and hygiene directly impact growth outcomes
- Why workflow alignment improves engagement and trust
- Practical strategies to drive adoption without added burden
This session is for anyone who suspects their CRM isn't delivering firmwide value and wants to understand why adoption breaks down and what to do about it.
Speakers
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
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