Legal CRM Month | Free Office Hours & Guidance | Choate Frazier
Choate Frazier presents
CRM Month

Throughout July

A month of practical guidance to help law firm marketing leaders get more from their CRM - and plan smarter for 2027.

Book a Free Office-Hours Slot →
Free 1:1 Microsoft Teams sessions · Thursdays in July

What to expect this month

Insight you can use whether or not you ever work with us - across every major legal CRM.

Weekly insights + polls

Practical frameworks and market reads, every week of July.

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Webinar and podcast appearances

Catch Choate Frazier on webinars and legal-tech podcasts through July.

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Free 1:1 office hours

Thirty focused minutes on your CRM. No pitch, just help.

Free CRM Office Hours

Bring your specific CRM question - evaluation, adoption, reporting, optimization, or 2027 planning. A free 30-minute 1:1 with Choate Frazier on Microsoft Teams.

Jul 9
Thursday
Jul 16
Thursday
Jul 23
Thursday
Jul 30
Thursday
12:00 - 2:00 PM ET · four 30-minute slots each session
Book your slot →

How we help

Support across the full CRM lifecycle - whatever platform your firm runs today.

Advisory & Strategy
Assess your platform, evaluate options, and build the business case for 2027.
Implementation
New builds, migrations, data cleansing, and systems integration done right.
Adoption & Enablement
Change management and training that actually gets attorneys using it.
Analytics & Reporting
Dashboards, KPIs, and data governance that turn activity into insight.
Optimization
Diagnose and fix underperforming, over-built, or stalled deployments.
Ongoing / Managed Services
Fractional CRM administration and data stewardship on retainer.