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