To continue to thrive, many firms are taking steps to modernize their existing tools and business processes to aid them in delivering an engaging, personalized digital experience to clients that will ultimately drive engagement and identify actionable leads from multiple digital channels.
Digital Transformation
how we can help
Our consultants can help your in-house team avoid a costly misstep that wastes time and internal resources and can erode partner confidence. It’s no secret that marketing technology options vary widely in terms of functionality, capabilities, and pricing, selecting new tools requires extensive knowledge of both the legal and non-legal marketing technology (martech) ecosystem and an intimate knowledge of how law firms operate. In addition, recent mergers and acquisitions further complicate the already expensive, overwhelming combination of choices available.
Our consultants have decades of experience with the entire MarTech stack and we’ve have successfully deployed enterprise technologies at AM50 law firms. We can assist your in-house team with selecting and deploying CRM, ERM, CMS, DAM, Marketing Automation, and Experience platforms. From assessing business needs to writing RFPs and screening vendors, choosing the right tools can be daunting task–but it’s an essential one.
Our team will work closely with you to understand your business needs and provide you with a customized solution that fits your budget and long-term goals. Our team has worked as legal technology vendors as well as in- house technology and marketing roles and has a deep understanding of:
Specific security and compliance considerations unique to law firms for the protection of client data and confidential information
Common legal technology platforms (such as Aderant, Elite, iManage, InterAction, Vuture,
Pardot, Foundation, Salesforce, Intapp, etc.) as well as how integrations between different tools and platforms can be achieved
Complex workflows and processes at law firms
Resources needed to effectively manage and maintain marketing technologies
Training techniques that encourage lawyer adoption of technology
Our approach is both practical and budget-focused with clear deliverables defined for each of the four phases of the digital transformation roadmap as shown below.
The legal industry has become increasingly competitive in recent years. With the rise of alternative legal service providers and the influx of new players in the market, law firms need to step up their marketing game to stay ahead of the curve. Firms need to act quickly to modernize their marketing and business development technologies to keep pace with competitors.
Ready to get started? Reach out to learn more about our digital transformation services.
Software Selection
Our consultants have decades of experience with the entire MarTech stack and we’ve have successfully deployed enterprise technologies at AM50 law firms. We can assist your in-house team with selecting and deploying CRM, ERM, CMS, DAM, Marketing Automation, and Experience platforms.
From assessing business needs to writing RFPs and screening vendors, choosing the right tools can be daunting task–but it’s an essential one.
Our team will work closely with you to understand your business needs and provide you with a customized solution that fits your budget and long-term goals. Our consultants will…
Assess Business Needs: Evaluate your firm using the Mount Insights’ Seven Dimensions of Digital Maturity and provide you with a detailed report on the tools that best fit your business.
Build a Business Case: Identify the benefits and return on investment. We will also provide you with a comprehensive report and presentation for key stakeholders.
Write RFPs: Assist you in effectively communicating your business requirements to potential vendors. The RFPs are comprehensive and tailored to your specific needs.
Screen Vendors: Interview and develop a shortlist of the best candidates. Our team will work with you to ensure that the vendors you choose have the right expertise and experience for the project.
Organize Demos: Ensure that demos are targeted and relevant for your firm and needs.
