Circle Management Group

Just got back from NetDocuments Inspire in Phoenix and wow—what an amazing time! We’ve been proud partners with NetDocuments for years, but this event really showed why we love being part of this community. The sessions were packed with super useful tips and a look at where legal tech is heading, and we had some great round-table chats with people swapping real stories and advice. The Phoenix vibes didn’t hurt either—plenty of sunshine, great folks everywhere, and lots of time to catch up with old friends and meet new ones. Honestly, events like these are such a good reminder of how lucky we are to work in this space and help clients get the most out of their tech. Huge thanks to the NetDocuments team for an awesome few days—we’re already looking forward to the next one! #NetDocuments #Inspire2025 #LegalTech #GreatPartners #Phoenix

What an incredible time at ClioCon2025! The energy, the conversations, and the community made it truly special. From insightful sessions to inspiring keynotes, we learned so much and came away energized about the future of legal tech. We’re proud to support Clio’s mission to transform the legal experience for all and can’t wait to see how their passion and innovation continue to shape the industry. Looking forward to more collaboration and celebrating even greater successes together. Here’s to the entire Clio team and the amazing community they’ve built—cheers to your continued growth and impact! #teamclio #cliocon2025 #clio #legaltechnology

Why to spend $40,000 on a system when a $400 process can do the same Many law firms are pouring tens of thousands into setups that handle nothing beyond basic tasks. They promise dashboards, automation, and seamless workflows. But hidden costs pile up, including long learning curves, constant updates, and troubleshooting that eats into productive hours. Teams often spend more time managing the setup than doing work that truly matters. Complexity does not equal efficiency. Overcomplicating simple functions only adds overhead without improving results. Spending more does not automatically deliver more. Questioning where complexity is truly needed can save time, reduce costs, and streamline operations. Click the link below to book a free consultation. https://lnkd.in/etWBRvpg Focus on what matters most to clients. Work smarter, strengthen relationships, and grow the firm with confidence. #LawFirms #ClientExperience #Efficiency #Consulting #Innovation #Growth #SmarterWorkflows

Do you know what happens in law firms when a task that should take 15 minutes ends up taking three days? It makes clients wonder if they can really rely on your firm. When small tasks get held up, clients start thinking, if minor things are handled this way, how will bigger issues be managed? What feels routine inside the firm can feel like being overlooked to clients. The firms that really stand out do not just work fast. They work smart. With the right approach, routine work moves smoothly and nothing gets missed. Teams can focus on the work that really matters, while clients feel informed, supported, and confident every step of the way. When small tasks are handled well, bigger wins happen naturally. Trust grows, loyalty strengthens, and your firm builds a reputation that lasts. Efficiency is not just about saving time. It is about showing clients that their trust, time, and experience really matter. 👉 Click the link below to book your free consultation and see how a client-first approach can help your firm work smarter, strengthen relationships, and grow with confidence. https://lnkd.in/eCCXRme4 #LawFirms #ClientExperience #Consulting #Innovation #smarterworkflows

We are thrilled to share that the CMG team will be attending ClioCon 2025 this October 16–17 in Boston, MA! Looking forward to connecting with innovators, learning from industry leaders, and exploring the latest in legal tech and firm transformation. ⚡️ Clio 📈 #ClioCon2025 #LegalTech #LawFirmInnovation #DigitalTransformation #LegalTechnology #CMGTeam #BostonEvents #FutureOfLegal

We are thrilled to be part of NetDocuments Inspire 2025 in Phoenix this October! Looking forward to connecting with legal tech leaders and exploring what’s next in digital transformation. 🚀 NetDocuments 📈 [NetDocumentsInspire2025, LegalTech, LawFirmInnovation, DigitalTransformation, LegalTechnology, CMGTeam, Inspire2025, PhoenixAZ]

Are you tired of accounting headaches at your law firm? In our latest webinar, Level Up Your Legal Accounting, Circle Management Group CEO Laura Kennedy and Jessie Edwards from CARET Legal share strategies to simplify legal accounting, ensure compliance, and make tax season stress-free. Here’s what you’ll learn: ✅ How to streamline workflows and reduce manual errors ✅ Best practices for maintaining financial transparency ✅ Expert insights to stay compliant year-round If you’re looking to strengthen your firm’s financial systems or reduce the daily accounting chaos, this one’s for you. Watch the full webinar here: https://lnkd.in/ebs3M8Ne #LegalAccounting #Compliance #FinancialTransparency #LawFirmManagement #LegalOperations

Lawyer logic: If it takes longer than 5 minutes, there’s GOT to be a better way. Good news—there is. From doc automation to intelligent workflows, legal tech is here to do the heavy lifting. Automate the boring, focus on the brilliant. 💡 Get in touch to see how we can streamline your practice: www.cmgconsultants.com #LegalAutomation #LegalTech #EfficiencyWins #LegalInnovation

Many law firms lose potential clients before they even get the chance to speak with them. It usually starts with good intentions; a firm wants to make the intake process smoother or gather better information upfront, so they create a detailed form. Every question seems necessary, including contact details, background, timelines, and even "How did you hear about us?" But somewhere along the way, that form becomes a barrier. A potential client visits your website, ready to take the next step, and they open the form and pause. Halfway through, it starts to feel like work, and they decide to come back later, but they never do. That’s how many firms quietly lose up to 40% of potential clients before day one, not because the client changed their mind, but because the process made them hesitate. Your intake form is often the first impression of your firm. If it feels long or confusing, clients assume everything else will be too. When it’s short, clear, and easy to complete, it builds trust from the very first step. A small change here can make a big difference in how many people follow through, how they experience your firm, and how many become long-term clients. Click the link below to schedule your free consultation and learn how to simplify your client intake process for better results. https://lnkd.in/eCCXRme4 #LawFirmGrowth #ClientExperience #Consulting #LawFirmStrategy, #LegalConsulting #LegalTech #LawPracticeManagement #ClientRetention

💡 AI is more than just a buzzword — it’s a game changer. At CMG, we help businesses unlock real value from AI through smart strategy, automation, and process innovation. Ready to start your AI journey or take it to the next level? Let's Connect. https://lnkd.in/eN-tzR_N #AIInnovation #TechConsulting #DigitalTransformation #AIConsulting #BusinessGrowth