Turning CRM Into Revenue: How Lawyer Engagement Unlocks New Business and Account Growth
Enabling marketing, BD, and lawyers with better insights and tools that help generate new business.
When
May 6
Time
1:00 PM
Location
Online
Most law firms aren’t short on potential work. But many struggle to turn the information their fee earners and systems hold into actionable insights that drive new work.
When lawyers don’t consistently engage with data surfaced by your CRM, it impacts the two things that matter most: winning new business and expanding client wallet share.
Improving adoption changes that.
When CRM evolves into a true client engagement platform, embedded in Outlook, Teams, and the way lawyers already work, much of the client information and activity is captured automatically. That reduces friction for lawyers while giving marketing and BD more complete, reliable data. And when lawyers see clear personal value, such as better meeting preparation, stronger visibility into firmwide relationships, and meaningful support for new business conversations, their engagement becomes intentional, not forced.
Automation strengthens participation. Visible benefit sustains it. Together, they produce insight the firm can actually act on.
In this 30-minute session, you’ll see how a modern legal client engagement platform, built on Microsoft Dynamics 365, can:
- Automatically capture activity from Outlook and Teams
- Surface whitespace across practice groups
- Utilize Copilot to deliver meaningful client research and insight before meetings
- Consolidate experience data to strengthen competitive positioning
- Apply focused change management to increase adoption and reinforce individual value
Growth requires clarity.
When a client engagement platform delivers value to the lawyer, the practice, and the firm, engagement improves, collaboration strengthens, and revenue follows.