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Courses/Law/Technology Training

How CRMS Can Help Your Legal Practice

Customer/Client Relations Management Software

Created byCenter for Continuing Education
4.7
(13 reviews)
BeginnerUpdated Mar 29, 2025
How CRMS Can Help Your Legal Practice

What You'll Learn

check_circleUnderstand the history and evolution of Customer/Client Relations Management Software (CRM) from early systems to modern specialized platforms like Salesforce.
check_circleAnalyze the ethical duty of lawyers to maintain technological competence and its implications for client data management.
check_circleEvaluate the benefits and risks associated with modern CRM tools in legal practice.
check_circleExplore key considerations for selecting the right CRM interface and database tailored to specific areas of legal practice.

About This Course

This course explores how Client Relationship Management (CRM) software can revolutionize your legal practice. We'll delve into the world of CRMs, examining their features, benefits, and best practices for implementation.

  • Learn about the evolution of CRM systems from traditional paper-based methods to today's sophisticated software solutions.
  • Discover the importance of CRMs in meeting ethical obligations, particularly Rule 1.1 of the ABA Model Rules of Professional Conduct, regarding competent representation and technology.
  • Explore the key components of a successful CRM, including client management, matter management, and event tracking.
  • Gain valuable insights into CRM strategies and best practices, such as choosing the right interface, using consistent data entry, and testing your database thoroughly.
  • Understand the role of CRM in enhancing document management, streamlining time-keeping, and optimizing marketing efforts.
  • Discover the benefits of cloud-based CRMs for improved mobility, collaboration, and data security.
  • Learn how CRMs can contribute to reduced malpractice risk by improving calendaring and communication with clients.

By the end of this course, you'll gain a comprehensive understanding of how to leverage the power of CRMs to elevate your legal practice and achieve greater efficiency, organization, and success.


Your Instructors

Center for Continuing Education
Center for Continuing Education
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star413 reviews

The Center for Continuing Education, (CCE), is a State Bar of California MCLE Approved Provider. Since 1992, CCE has presented high quality MCLE programs with the nation's leading attorneys and a wide array of topics. After years of in-person traditional seminars, CCE now focuses on production with Zoom or similar technologies so as to attract highly renowned speakers from any location, always true to our motto: "The Best in Topics and Talent."

Russell Jackman
Russell Jackman

Owner of Calmputer Consulting Services

Russell Jackman, Esq. lives in Novato, CA. He is a graduate from Redwood High in 1985, UCSD (Warren College) 1990 and the McGeorge School of Law 1993. He is a member of the State Bar of CA. He has been working with computers since 1977 and is committed to seeing people being united with both the right technology combined with the knowledge and skills to use it effectively. - Owner: Calmputer Consulting Services - Owner: Linked Local Marin (Marin County’s largest online networking group, 8500 members!) - Former General Counsel for: Paul Blacno Used Car Dealership Group (CA & NV) - Participated in SF Trial Lawyer Association’s “Trial of the Year” 2011 (Miller v CPMC) - Professor, College of Marin, Cal State Hayward, St. Mary’s & SF State - 2004-2005 Vice Chair: CA St Bar Law Practice Management & Technology Committee - Head Technology Trainer, Weil Gotshal & Manges - MCLE Lecturer 1999-present - Author, Introductory Chapter in the CEB Publication, “Internet Guide to CA Lawyers 2001”

Credit Information

What Students Are Saying

4.7
Student's Choice
13 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.