Case Studies

Cases that highlight results our products & services have delivered over the years

The following case studies examine specific instances where Ackert solutions were used to overcome our clients’ business challenges and deliver measurable ROI.
    • PIPELINEPLUS delivered a 5x ROI for my firm.

      headshot of Amanda Loesch for case study

      Amanda Loesch Chief Marketing Officer,

  • Case Study: PipelinePlus success at Porzio

    Amanda Loesch, Chief Marketing Officer at Porzio, discusses how PIPELINE’s ease-of-use helped drive her business development efforts, as well as providing valuable oversight and leading indicators to help monitor team performance and increase ROI.

    • We saw over 10X ROI within the first three months.

      headshot of Jennifer Ahner for case study

      Jennifer Ahner Director of Major Accounts & Proposals (former),
      Ogletree Deakins

  • Case Study: Sales Pipeline Management at Ogletree

    Jennifer Ahner, former Director of Major Accounts & Proposals at Ogletree Deakins, participated in a four-month long case study on the ROI generated by PIPELINE. In this interview, she discusses how pivoting from reactive to proactive business development lead to introducing the software to her firm, as well as the quick wins generated early on, and the longer-term mindset change in her lawyers that helped them prioritize winning new business.

    • Since we started using PIPELINE in early 2017, we've logged over $920,000 in revenue generated by 30 of our lawyers. In 2018 alone, our new revenue was nearly 46x greater than our investment in the software license. PIPELINEPLUS has been a fantastic addition to our business development efforts.

      headshot of Erica Rodriquez-Roman for case study

      Eric Rodriguez-Roman Chief Marketing & BD Officer,
      Cole Schotz P.C.

  • Case Study: Pipeline Management Success at Cole Schotz P.C.

    Erica Rodriguez-Roman shares her strategies for success in increasing lawyer engagement in business development, managing her technology stack, and achieving meaningful ROI.

    Read the case study to learn how Cole Schotz generated $920,000 in revenue and 46X ROI.

    • If you really want to show your value at the firm, you've got tie your wins to the money. PIPELINEPLUS gives you a smart way to do that.

      headshot of Karie Trujillo for case study

      Karie Trujillo Marketing and Client Relations Director,
      Markowitz Herbold

  • Creating a Sales Culture at the Law Firm: an Interview with Karie Trujillo

    Karie Trujillo, the Marketing and Client Relations Director at Markowitz Herbold, graciously agreed to do an interview with Mollie Smith, Head of Client Success at Ackert. Karie is one of the most innovative legal marketers in the industry - not only has she built a sales culture from the ground up, but she also engages directly in the client-facing sales process by generating leads for her lawyers. In this interview, we dug into how it’s done at her firm using PIPELINEPLUS.

    • The $12.4 million return on hard costs represented a 33,900% ROI. The program was so widely endorsed by leadership across the firm that Winston launched several subsequent classes.

      headshot of Katy von Treskow for case study

      Katy von Treskow Director of Marketing Communications (former),
      Winston & Strawn

  • Pipeline Case Study with Winston & Strawn

    In 2016, Winston & Strawn partnered with Ackert to deliver a long-term business development training initiative intended to develop a learning culture, raise the firm’s profile externally across five key industry verticals, measure and improve lawyer BD productivity, and increase origination activity.

    Read the case study to learn how Winston achieved 90% adoption and 33,900% ROI.

    • The program helped us generate $3M of new business within the first nine months.

      headshot of Rachel Lufkin for case study

      Rachel Lufkin Marketing Manager,
      Dorsey & Whitney

  • Case Study: Business Development Coaching Success with Dorsey & Whitney

    In 2016, Dorsey & Whitney LLP launched a pilot program, which generated millions of dollars of ROI. The firm has expanded the program every year since.

    • Business development is paramount to remaining competitive in a hyper-saturated marketplace.

      headshot of Olivia Watson for case study

      Olivia Watson Head of Marketing,
      Ackert, Inc.

  • CRM vs. Pipeline Management: A Case Study

    According to Altman Weil's 'Law Firms in Transition 2017' survey, 71% of firms are investing more in BD, but only 30% achieve their desired improvement. This case study examines the reported ROI of law firm CRM compared with PIPELINEPLUS.

    You will learn:

    • The reasons behind low adoption rates of CRM within law firms
    • Pipeline management: a results-driven approach to business development
    • How law firms have generated up to 11,500% ROI with pipeline management
    • How targeted business development leads to better ROI
    • How PIPELINEPLUS generates new business and ROI for law firms
    • Whether you use your CRM, a homegrown system on your firm's intranet, or a pipeline management platform, holding lawyers accountable is the key driver to engagement.

      headshot of Katie Rutter for case study

      Katie Rutter Business Development and Client Service Programs (former),

  • Motivating Lawyers to Engage: A Case Study on Business Development Technology

    Marketing departments are being challenged to come up with creative ways to shift lawyer mindsets, given the increasingly competitive legal landscape and the change-resistant culture that prevails at most firms. Goulston & Storrs rose to this challenge by incorporating PIPELINEPLUS into its business development efforts to form a robust training program. The initial pilot was a 2016 finalist in the LMA NE Your Honor Awards for Practice Development and Client-Based Programs.

    Read the case study to learn:

    • How Practice Pipeline helped Goulston & Storrs generate a 20% increase in opportunities for cross-selling meetings
    • How the firm conducted a small pilot that generated significant ROI
    • 5 best practices for rolling out a successful business development technology initiative at your firm