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8 Essential Tools for Client-Centric Law Firms


A client-centric organization is the result of countless different things, and each organization has its own special chemistry that makes it unique. However, there are a number of fundamental (online and offline) systems needed by every organization to keep their clientele and employees happy.

In the program, I will cover those systems and how they can help with a) client retention and engagement, b) lead generation and client acquisition, and c) gaining a competitive advantage for recruiting and more.

These systems can be categorized as the following:
– Contact Management Systems (i.e. CRM, referral systems, etc.)
– Knowledge Systems (e.g. Notion, Westlaw, etc.)
– Project Management Systems (e.g. Rocket Matter, Clio, etc.)
– File Management Systems (e.g. Dropbox, Google Drive, iManage, etc.)
– Productivity Systems (e.g. Microsoft Office 365, Google Workspace, Adobe Acrobat, etc.)
– Communication Systems (e.g. MS Outlook, Google Calendar, Slack, etc.)
– Talent Systems (e.g. ATS, Performance Reviews, titles, etc.)
– Media Systems (e.g. Website, social media profiles, etc.)

A thoughtful combination of these systems can help you maintain a law firm that’s better for the client and the law firm’s employees.

Presented by Brian Thackston, Approachable Systems

Course Level
Professional Area of Focus
General Practice
Law Office Management
CLE Field of Study
Continuing Education Legal Credit
Brian Thackston
Event Information
Available 24/7
Total CLE Credits


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8 Essential Tools for Client-Centric Law Firms