News & Press

Learn why the Ackert, Inc. is one of the most trusted names in service industry business development consulting. Explore our most recent news and press.


  • Answering Legal logo
  • Ackert software selected for NLJ's 2020 "Emerging Legal Technologies"

    "Customer relationship management platforms are not generally used for pipeline management. Practice Pipeline offers lawyers a combination of simple technology and smart coaching for professionals who find CRM inconvenient to use. 'The key is the human connection combined with software that tracks lawyer performance and law firm ROI. Only we have that combination, and it’s seamless to use.'"

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    The National Law Journal | February 3, 2020

  • Answering Legal logo
  • 11 Best Legal Softwares for 2019

    "Practice Pipeline is making its first appearance on our top legal softwares list, and is quickly establishing itself as one of the best legal practice development tools on the market today. The software is a great alternative for those who find using CRMs to be too complex. Practice Pipeline helps lawyers keep their most important relationships and top referral sources top of mind."

    Practice Pipeline's Top Features:

    • Designed with a simple an easy to use dashboard.
    • Provides follow-up reminders, management reports, and calendar updates.
    • Offers API integration with the CRM platform of your choice.

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    ANSWERING LEGAL | February 19, 2019

  • Attorney at Work logo
  • ​Taking Control: Time Management Tips for Busy Lawyers

    "A healthy practice is already a full-time job. The key is to be as efficient as possible so that you have time left for business development (or whatever else you’ve been neglecting). Here are six steps you can take to increase your efficiency..."

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    Attorney At Work | December 23, 2019

  • The Business Journals logo
  • How to win more business with 12 don’ts

    "I recently attended a panel hosted by the Century City (CA) Chamber of Commerce called 'Pitch Perfect: How to Win More Business.' It featured four executives who provided the kind of information I find most helpful — namely: hidden in plain sight, never would have thought of it and I can use it today. I also noticed that they asked the panelists to cover -don'ts- first and then -do's-. That grabbed everyone's attention, because -don'ts- really rub your face in ineffective actions that you’re doing and immediately recognize as stupid and counterproductive. Instead of reinventing the wheel, I'm offering you here 12 -don'ts- (three from each of the panelists) before we move into the -do's.-"

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    The Business Journals | August 16, 2017

  • PM Forum logo
  • How to Implement a Business Development Intensive

    "Professional services firms of all sizes are experiencing growing pains. Firm leadership is placing increasing emphasis on generating business development results, while professionals slowly and reluctantly adopt and adapt, and marketers struggle to unite the expectations of the former with the behaviours of the latter. However, culture shift does not happen in one fell swoop – people need to agree to change, which can be a slow and incremental process. Marketers and business developers should consider implementing one of the most effective business development training formats we’ve seen in the industry: an intensive pilot programme with a select group of service professionals."

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    PM Forum | February 19, 2019

  • Above the Law logo
  • Women Leaders Forum Co-Founder Kim Stuart Presents A 360-Degree Case For Diversity

    "Everyone can and should play a part in fostering diversity in the workplace. Earlier this week, consulting firms Key Group and The Ackert Advisory, with the support of tax advisory firm KPMG LLP, hosted the Women Leaders Forum (WLF) in Washington, D.C. On Wednesday, I had the opportunity to catch up with Kim Stuart, founder of Key Group and co-founder of the Women Leaders Forum. She traveled to and from her home in Northern California to launch this initial summit in D.C. And the trip was well worth it. Stuart is a seasoned veteran of the legal industry, having spent the last decade focusing on comprehensive professional development programs that provide the insights, management principles, and framework essentials for effective law firm leaders."

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    Above The Law | March 24, 2017

  • The Fasion Law logo tfl
  • The Social Network: How Top U.S. Intellectual Property Firms Are Utilizing Social Media

    "Law firms have much to gain from social media channels if they are properly managed, which is crucial in order to avoid lapses in state ethics rules. The American Bar Association ('ABA') echoed this notion, stating in connection with a report of its own, the 2016 Legal Technology Survey Report, 'Taking control of your online presence is a necessity, and there are few better ways to do so than social media. Used carefully, social media can give your firm a voice, amplify your professional reputation, and help drive new business.'"

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    TFL | January 1, 2017

  • JD Supra Business Advisor logo
  • 5 Places to Meet a New Client During the Holidays

    "Thanks to the holidays, there are more networking opportunities in December than any other month of the year… if you know where to look. One example: The world’s largest professional network is a fruitful resource all year long. Take advantage of the fact that your office will quiet down toward the end of December. Spend a few minutes searching the LinkedIn connections of your best referral sources, clients, and closest colleagues. Their networks are rife with opportunities for your practice. Once you identify an interesting person in their circle, pick up the phone and let them know that you are interested in knowing more about their relationship and learning if an introduction might be appropriate."

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    JD Supra Business Advisor | December 5, 2016

  • Legal Marketing Association logo the journal of legal marketing
  • Motivating Lawyers to Engage: A Case Study on Business Development Technology

    "Anyone who works with lawyers is well acquainted with the fact that lawyer personalities depart from the norm in some very signature ways. The infamous Altman Weil study profiling over 1,000 lawyers with the Caliper Profile personality test illuminated how most lawyers are impatient, skeptical, unsociable, hightly autonomous and not very resilient compared with the general public. While these traits are ideal for defending arguments and heading off risky business decisions for their clients, they put lawyers at a disadvantage when it comes to business development. Given the increasingly competitive legal landscape and the change-resistant culture that prevails at most firms, marketing departments are being challenged to come up with creative ways to shift laywer mindsets."

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    The Journal of Legal Marketing | December 1, 2016

  • Law Practice Today logo
  • Don't Forget Your Former Clients

    "Consider your law firm’s clients. They can be divided into three tiers based on their relationship to the firm and their likelihood to yield new business. In Tier One are your existing clients. They are currently sending you work, generating revenue, and justifiably dominating your focus. Tier Two includes your former clients. Because of your past work with them, you are familiar with their business, even if some of your information is now outdated. In Tier Three are prospective clients, the ones you hope to secure if your business development efforts are successful."

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    Law Practice Today | October 13, 2016

  • San Fernando Valley Business Journal logo
  • Coach for Counsel: An Interview with David Ackert

    "How do you maintain momentum after the coaching engagement?: It’s a challenge, because many times we see clients retreat. Now maybe they take two steps forward and one step back, but there is a retreat that occurs after the coaching engagement. It’s done because that structure has gone away. That’s why we developed our software. Because at least then you will continue to have these reminders, and you’ll have something you can work with. Then you’re not completely on your own."

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    San Fernando Valley Business Journal | September 19, 2016

  • Legal Marketing Association logo the journal of legal marketing
  • Creating a Culture of Business Development: A Case Study

    "As all of us in the legal marketing community know, the economic downturn exacerbated the need law firms felt to foster a culture of business development — and at warp speed. This was, and continues to be a challenging process, given lawyers’ risk-averse personalities and their general discomfort with change (at any speed). My firm tackled this challenge through an initiative we called 'DNA,' which helped to shift our lawyers’ mindset and resulted in significant financial gain. Here, I share the details of this initiative in the hopes that it will help those looking to accomplish a shift in their business development culture."

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    LMA | September 14, 2015

  • LexBlog logo
  • What Legal Marketers Can Do to Get Lawyers Motivated

    "As hard as legal marketers work to create certain programs and provide certain tools, their ultimate success is out of their hands—whether or not lawyers buy-in will determine whether something works or not. In speaking with LXBN TV in advance of the 2014 LMA-LA Continuing Marketing Education Conference, David Ackert of Practice Boomers and Practice Pipeline explains what marketers can do to get lawyers motivated. [VIDEO]"

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    LexBlog | September 9, 2014

  • The Recorder Law Business Technology logo
  • Tips for Turning Younger Lawyers into Business Generators

    "Traditional mentoring, new metrics can help identify areas for potential business development, according to authors David Ackert and Gabriel Byberg. In this era of price-sensitive clientele and underwhelming firm profits, law firms struggle for meaningful competitive advantage and increased market share."

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    LAW.com - TheRecorder | April 11, 2014

  • Los Angeles Business Journal logo
  • Are You Maintaining an Ally Portfolio?

    "Your allies are your greatest business development asset, which is why they too require that you choose them wisely and maintain them carefully. Because allies are so critical to a thriving referral pipeline, it is important to manage them just as you would any valuable portfolio. But most advisors don't take the time to design any Ally Portfolio; a system that identifies Allies quickly and maintains those relationships for a maximum return on investment. As a result, their allies, if they have any, refer inconsistently. And as a result of that, their book of business is wanting."

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    Los Angeles Business Journal | March 10, 2014