According to the 2023 Thomson Reuters Marketing Partner Forum Survey, of all the tools in the marketing mix, CRM (customer relationship management) was considered one of the two “least effective.” In 2024, it hit rock bottom, ranking “not effective at all.” Why?

For starters, CRMs for legal just seem really hard. The configuration, third-party integrations, bolt-ons, custom objects, widgets and workflows turn deployment times for traditional CRMs into months, even years.