The legal services space is changing, Melissa

But is your CRM data an asset or a liability in finding clients like current clients?

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Ever wondered why CRM data is so bad?

Most CRMs are a mess — full of outdated, messy, and duplicated data. 

We clean it up. 

Using Clay, AI, and custom rules, we enrich your records with precision. 

The result? 

Smarter segmentation, faster lead routing, and a CRM your team can finally trust. 

No more guesswork. Just clean, accurate data. 

A few questions, Melissa

Only a handful of sales leaders are using automated CRM enrichment. But those who do are getting a serious edge.

To help you explore how it might support your workflow, here are a few questions:

1. How do you currently identify the specific expertise needed for complex cases involving multiple stakeholders? 2. When assessing potential expert witnesses, what criteria do you use to ensure their credibility and relevance to your client's needs? 3. In your outreach efforts, how do you prioritize which legal firms to engage based on their current case demands?

If you’re ready for a CRM that works for you, not against you, let’s talk.