Download the case study to learn how Gould & Ratner cleaned their database of 40,000+ contacts for a new CRM deployment, identified over 100,000+ relationships across the firm, and fostered greater connections with both prospects and clients. 

Case study highlights include:

  • Automating client relationship data and information into OnePlace CRM
  • Insights into "who knows who" across attorneys to accelerate business development
  • Delivering Pre-Meeting Digest emails to attorneys with client insights & intelligence
  • Drastic reduction in time spent manually entering data into CRM

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