Chicago Law Firm Uses CRM to get a Competitive Edge

David Stevenson, law firm marketingThe partners at 45-lawyer Chicago law firm Williams Montgomery & John wanted to be more involved in client development. However, their packed schedules left them little bandwidth to focus on contacts, follow-ups and networking to meet new prospective clients. And they also have no marketing staff.

For Managing Partner David Stevenson the answer was technology: installing a CRM system.  After installing ContactEase, the firm found many business development benefits:

  • Streamlined workflow for marketing.
  • A depth of information about client relationships.
  • More targeted business development efforts.
  • Efficient use of lawyer time.
  • Monitoring partner's business development activities.
  • Building team work among partners
  • Centralized information

To read his story, visit the LawMarketing Portal at and click on "CRM as a Competitive Edge for Client Development."


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