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Finding the Right CRM

By Jeanie Griggs
June 26, 2007
Davis Malm & D'Agostine P.C. is a 38-attorney law firm based in Boston, specializing in corporate work, real estate, litigation, and trusts and estates. Founded in 1979, our firm in comprised of 25 partners, 11 associates, and two Of Counsel and serves individuals and middle market businesses across New England.

As director of Davis Malm's marketing department, I strive to meet the needs of all the attorneys, support staff and other employees by proposing solutions that will increase overall efficiency.

Searching for a CRM Solution

One of my most daunting tasks as the firm's first marketing director was how to tap into the attorneys' 'knowledge base' of clients and contacts. To put it simply ' nobody could decipher who knew whom. E-mails would fly around asking if anyone knew an attorney in California, or an employee at ABC Corporation. The e-mails were cumbersome and often sent at the last minute. Each attorney's contacts were essentially islands for which we needed a way to bridge. The conclusion we arrived at was that we needed a CRM (Client Relationship Management) system for the firm.

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