Tag: business
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New Compliance Rules for Ontario Law Firms — And What They Mean for Your CRM Strategy
Compliance in Ontario isn’t getting simpler. Over the past few years, law firms have faced a steady increase in expectations around client identification, conflict checks, trust accounting, data security, and audit readiness. The Law Society of Ontario continues to refine and tighten requirements — and firms that rely on manual processes or outdated systems are…
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New Compliance Rules for Ontario Law Firms — And How Trellis CRM Can Help
In 2025, the Law Society of Ontario introduced a pivotal requirement for all lawyers in private practice: Client Contingency Planning. This regulation mandates that firms must have a documented plan to protect client matters in the event a lawyer becomes suddenly unavailable — due to illness, death, or other unforeseen circumstances. For sole practitioners and…
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Why Legal-Focused CRM Partnerships Deserve a Closer Look
CRM is evolving—and for law firms, that evolution is long overdue. While most platforms cater to broad business needs, legal practices operate on a different cadence. From managing matters to maintaining confidentiality, the demands are distinct. Here are a few reasons why partnering with a CRM provider that specializes in the legal industry might be…
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