Chat with us at LMA 2026: Booth 201
We advise.
We build.
We make it work.
Mount Insights helps AM Law firms select the right platforms, build a connected marketing and BD ecosystem, and drive the adoption that makes it all work.
AM LAW MARKETING & BD TECHNOLOGY
WHAT WE DO
Strategic Advisory
Strategy & roadmap
Platform Integration
CRM & MarTech implementation
AI Practice
Agent readiness & remediation
Digital Maturity Assessment
Where most firms start
20 law firms
in 24 months
13 Am Law 100 clients
including 2 Am Law top 15
25+ years
average team experience
Woman & minority owned
independent advisor
WHO WE ARE
We aren't just technology experts. We are former law firm marketing leaders, marketing technologists, CRM administrators, and business development professionals who have built and run these systems from the inside.
We understand the organizational dynamics, the partner relationships, the budget cycles, and the cultural realities of getting lawyers to embrace technology.
Mount Insights works across the full marketing and BD technology ecosystem. Our selection practice is vendor-agnostic by design. Our implementation practice brings deep platform expertise earned across active Am Law engagements. In both cases, our first obligation is to what's right for your firm.
We sat in your seat. That's what makes us different.
WHAT WE DO
The full marketing and BD stack. Built for Am Law.
From AI agent readiness to CRM implementation, we bring the strategy, the technology, and the change management to make it stick.
Platform Integration
We implement the CRM and marketing technology stack for Am Law firms, end-to-end, from discovery through adoption. No handoffs. No surprises at go-live.
Strategic Advisory
We help Am Law marketing and BD leaders assess where they are, define where they need to go, and build the technology roadmap that gives every downstream decision a foundation to stand on.
Digital Maturity Assessment
A structured review of your technology and processes across seven critical dimensions, giving you a clear baseline and a prioritized roadmap before you invest in new platforms.
AI Practice
AI agents are already shortlisting outside counsel before a human makes a call. We help Am Law firms understand how those agents evaluate them and provide practical advice for improving results.
Change Management
We build adoption into the architecture from day one, not as a training module delivered at go-live, but as a design principle that shapes every decision we make.
Innovation Academy
A certification program for legal marketing and BD leaders covering CRM, AI, and digital strategy, built around the realities of driving change inside a law firm.
Learn more >
OUR ECOSYSTEM
We work across the leading platforms in CRM, relationship intelligence, and legal technology, recommending what's right for your firm, and implementing it with depth no generalist integrator can match.
The ecosystem Am Law marketing and BD runs on.
+
Partners include: Bionicly, ClientVerse, Databricks, Index, Introhive, IQlink, Microsoft, Salesforce, and SigParser.
more
HOW WE WORK
A partner from day one, not a vendor.
We work alongside your team through every phase, making sure technology decisions are grounded in your firm's specific context, culture, and goals.
Assess
We start by understanding your firm's current state: data, technology, processes, and people.
Implement
We do the work: configuration, integration, data migration, testing, and deployment alongside your team.
Design
We build a clear strategy and roadmap making technology choices grounded in your firm's goals and constraints.
Measure
We tie outcomes to business value, making sure the technology delivers measurable results for BD and revenue growth.
01
02
03
04
Not sure where to start? This is exactly where we come in.
LET'S TALK
Whether you're evaluating website or CRM platforms, looking to modernize your marketing technology stack, or just figuring out where to start, we'd love to have a conversation.
