Blog

Knowledge for modern law firms

Practical articles on relationship management, network analysis, and privacy-compliant software in the legal industry.

Cross-Selling

Cross-Selling in Law Firms: Growing Mandates Through Relationships

Cross-selling in law firms means offering existing clients further practice areas – done compliantly under GDPR and BRAO while preserving confidentiality.

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GDPR

GDPR- and BRAO-compliant CRM: what law firms need to check

Data protection and attorney confidentiality are non-negotiable. A checklist for privacy-compliant CRM software in the legal industry.

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CRM

What is a CRM for law firms – and why classic systems fail

A CRM for law firms has to nurture relationships, not manage sales pipelines. Why GDPR, BRAO and automatic contact capture make the difference.

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Network Analysis

Relationship intelligence in law firms: who knows whom – and why it drives business

Relationship intelligence surfaces a firm's collective network – who knows whom – turning hidden connections into business development and cross-selling.

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GDPR

GDPR in a Law-Firm CRM: Data Processing Agreements, Server Location, Deletion Periods

What GDPR requires of a law-firm CRM: an Art. 28 data processing agreement, EU hosting, deletion periods and data subject rights – explained concisely.

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Compliance

BRAO Compliance Checklist for CRM Systems in Law Firms

What must a CRM meet to be BRAO-compliant? A practical checklist on confidentiality, server location, and AI for German law firms.

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Migration

From Excel and Outlook to a law-firm CRM – migration without data loss

How law firms migrate contacts and interactions from Excel and Outlook to a modern CRM – without data loss, without duplicates, GDPR- and BRAO-compliant.

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Contact Management

Automatic Contact Capture vs. Manual Upkeep: Why Hand-Maintained CRMs Fail in Law Firms

Why CRM systems that rely on manual upkeep fail in law firms – and how automatic contact capture from existing communication channels solves it.

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