Understanding the Four Stages of a Client’s Lifecycle

2022-04-20T11:20:26+00:00

For more information around client lifecycle management, check out Legl's white paper: Understanding Your Clients Throughout Their Lifecycle Every client who comes to your law firm experiences the same four touchpoints: acquisition, delivery, loyalty and retention. These four stages represent the client lifecycle, and mastering them is key to your business growth. By putting your client at the very centre of your business decisions, you can build a clearer picture of their expectations and their risk profile—-all the while leveraging technology to drive efficiency and profitability within your firm. Whether it’s your processes, your technology or your customer service, honestly assessing how your law firm [...]

Understanding the Four Stages of a Client’s Lifecycle2022-04-20T11:20:26+00:00

5 Pillars for Managing the Client Lifecycle at Your Firm

2022-04-06T08:30:38+00:00

Client lifecycle management (CLM) provides the framework to understand and proactively manage clients throughout their journey with a law firm. It helps organisations truly understand clients beyond just compliance, so that they can provide the best services and manage risk over time. Introducing a client lifecycle management framework can help you change the way you approach your client journey to benefit your business. Here are a few of the ways that client lifecycle management can help give you focus on bringing iterative improvements to your client journey.  Optimising onboarding is key to knowing your client  CLM gives you the tools to [...]

5 Pillars for Managing the Client Lifecycle at Your Firm2022-04-06T08:30:38+00:00

Best Practices in Compliance, Payments and the Client Experience

2022-01-13T10:03:39+00:00

As 2021 draws to a close and things slow down over the holiday period, you may have a bit more down time than you otherwise would. Why not watch a few videos? Over the last three months, Legl held a series of 30-minute lunch ‘n learn webinars – all of which are available to view at your convenience now! Hot Topics in Compliance for Law Firms Andy Donovan, SRA Compliance Specialist at The Compliance Office, Tracey Calvert, Director at Oakalls Consultancy Limited, and Legl’s Director of Legal Partnerships, Lauren Watson, discussed tactics for managing source of funds/source of wealth, ongoing AML monitoring, due diligence on [...]

Best Practices in Compliance, Payments and the Client Experience2022-01-13T10:03:39+00:00

How to Proactively Prepare Your Law Firm for the Future

2021-11-16T13:57:32+00:00

The uncertain pandemic landscape has permanently shifted the way that law firms do business. The phrase “new normal” has been bandied about for months. But there seems to be little consensus on what that actually means, or on what makes one firm thrive in the current climate while another fails. One thing is clear – the law firms seeking to remain competitive are taking the disruption of the pandemic as an opportunity to re-evaluate their priorities. Client expectations are evolving. Being a “client-centric” law firm involves a mindset shift that puts the client at the heart of decision-making and priorities. [...]

How to Proactively Prepare Your Law Firm for the Future2021-11-16T13:57:32+00:00
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