Practice Pipeline Reviews & Product Details


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Director of Practice Development
Law Practice
Mid-Market
(201-500 employees)
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"Love this program "

What do you like best?

The Pipeline is so easy to use, prompts you to keep your business development efforts moving forward, and pulls reports effortlessly.

What do you dislike?

There is nothing I dislike. This is a valuable tool for any law firm.

What problems are you solving with the product? What benefits have you realized?

My lawyers are starting to think more strategically and this supports or starts great daily habits to proactively seek new business opportunities.

What is Practice Pipeline?

Practice Pipeline® is the premier pipeline management tool designed for lawyers and business development teams. With its incredibly simple, intuitive interface, firms can track their business development efforts without the burden of complex CRM systems. Practice Pipeline saves lawyers time, promotes accountability and maximizes ROI on business development efforts. It also has an industry-leading 75% adoption rate when coupled our award-winning coaching programs. Instead of a complicated CRM interface, Practice Pipeline uses a simple dashboard with a Tile-based system to track activity. A Tile records a business development objective that the lawyer wishes to accomplish with a given client, prospect or referral source. It displays the contact and the next business step the lawyer plans to take with them along with a due date. Tiles inspire action by changing color based on their due dates. A Tile turns from green to yellow if the task is due within a week and go red if the task is past due. Lawyers receive a Pipeline Score out of 100 that measures their proactivity and compares their performance to the firm average. When lawyers complete their objectives, their score goes up, promoting friendly competition and providing context for their efforts. Practice Pipeline's user interface may be simple, but it has some serious power under the hood. Managers can analyze firm activity, pinpoint revenue driven and download detailed reports. This information is crucial to making strategic business development decisions. Practice Pipeline is simple to implement at your firm, secure and mobile-friendly. It features 100% cloud-based architecture with GDPR-compliant bank-level encryption. Finally, Practice Pipeline is available as a mobile app for Apple iOS® and Android®.

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Practice Pipeline Profile Details

Practice Pipeline Profile Details

Vendor
Ackert Inc.
Company Website
HQ Location
Sherman Oaks, CA
LinkedIn® Page
www.linkedin.com
Employees on LinkedIn®
10
Twitter
@DavidAckert
Twitter Followers
1,480
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Practice Pipeline Reviews

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1-15 of 15 total Practice Pipeline reviews
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Mid-Market
(51-200 employees)
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Verified Current User
Review Source
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"Practice Pipeline "

What do you like best?

Practice Pipeline adds a level of accountability and transparency to our attorneys business and client development efforts that I would not be able to give them without the tool; as a solo marketer, I need the extra bandwidth that the tool provides to keep our team on track. It is simple, easy to use, sparks their competitive natures, and allows me to see their pursuits even when we don't have time to meet.

What do you dislike?

I wish the dashboard reports would update in real time, but I hear that is the next update.

Recommendations to others considering the product:

Make sure you have the time or capacity to couple the tool with one-on-one coaching for better results.

What problems are you solving with the product? What benefits have you realized?

We are now able to track a traditional sales pipeline with attorneys who would never have adopted that practice without a tool designed just for them; we are able to quantify ROI for our team's pursuits and referrals where it was once mostly a general guess as to what turned into tangible revenue.

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Member
Law Practice
Mid-Market
(501-1000 employees)
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"My firm uses Practice Pipeline"

What do you like best?

Practice Boomers/Practice pipeline condenses a series of tried-and-true marketing techniques into coordinated, systematic approach to legal practice development that is, in my experience, unparalleled. Make no mistake—practice development is hard work. It is a skill that takes effort to acquire. Practice Boomers addresses the “how” of practice development. For anyone who is willing to put in the effort, Practice Boomers will deliver the intended result. I recommend it without hesitation or qualification.

What do you dislike?

Nothing. These folks have it right. Their material are especially well-produced and user-friendly. David Ackert excels at running meetings--always on time and on topic--and he seems to be able to adjust to different learning styles on the fly.

What problems are you solving with the product? What benefits have you realized?

Practice Boomers/Practice pipeline teaches professional business development. In my case, the business is the practice of law. But I understand that he also trains folks in other professional endeavors.

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Mid-Market
(201-500 employees)
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"Great tool when combined with coaching"

What do you like best?

It's very easy to use and to get new users up and going. The overlap report is also very helpful for the business development team.

What do you dislike?

For a firm that does a lot of team selling, it would be nice if lawyers could contribute to a shared dashboard where they're using their individual log-ins but viewing a dashboard of all of their activity. We have also seen that it works best when combined with small group coaching. In the absence of coaching or follow up by business development, adoption tends to fall off.

What problems are you solving with the product? What benefits have you realized?

We needed a consistent place for lawyers to enter new business opportunities, and for a system that would nudge them to take action. We have seen an increase in new business activity, including conversion of new clients.

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Enterprise
(1001-5000 employees)
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"Great tool to keep your biz dev next actions organized and top of mind."

What do you like best?

The ease of use and intuitive nature of Practice Pipeline are its best features. I've tried various other tools and this is the best.

What do you dislike?

I'd like to see better tracking so that you could click on a contact's tile and see a log of your prior contacts and other actions with him/her.

What problems are you solving with the product? What benefits have you realized?

I am using Practice Pipeline to help me pursue business from clients, prospects and referral sources in an organized and very proactive way. With PP's help I have increased by productive, focused, B.D. time and am growing my business

Response from Aaron Garcia of Practice Pipeline

Hi, glad you’re enjoying Practice Pipeline!

Regarding your comment about not being able to see your prior actions with a contact – there is a way to do that. Simply click the Tile to view it, then scroll down within it to see prior steps you’ve taken.

Hope this helps! If you have any future questions, don’t hesitate to ask us using the Chat Box built right into your Dashboard.

Sincerely,

The Practice Pipeline Team

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Small-Business
(11-50 employees)
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"Practice Pipeline Review"

What do you like best?

The program is easy to use and streamlined both for setting up tasks and following up with them. It serves well as a friendly reminder to do something on various activities and allows you to have in one place the basic information about each step.

What do you dislike?

I have only used it for basic features and do not have any dislikes about those yet.

What problems are you solving with the product? What benefits have you realized?

1. Remembering what I need to do

2. Prioritizing what I need to do

3. Getting around to doing the things I need to do.

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A
Mid-Market
(51-200 employees)
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Verified Current User
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"Great tool to track revenue and stay accountable!"

What do you like best?

We use Practice Pipeline within our firm, and with clients, to help keep them accountable to their goals. We like the ease of use - it's very easy to login for the first time and hit the ground running. Client support is fast and helpful.

What do you dislike?

The admins have access to more reporting functionality than our clients do, which can be inefficient at times.

What problems are you solving with the product? What benefits have you realized?

The level of accountability for staff and their managing partners has increased.

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Mid-Market
(201-500 employees)
Validated Reviewer
Verified Current User
Review Source
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"CPA"

What do you like best?

Provides accountability to make sure I'm following up with my leads and contacts.

What do you dislike?

Would like to see additional options for drop down options.

What problems are you solving with the product? What benefits have you realized?

Networking

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Mid-Market
(501-1000 employees)
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"Simple, Effective Business Development Tool"

What do you like best?

Simplicity. It is elegant and easy to use.

What do you dislike?

That I do not use it often enough. I wish I could integrate it into my daily routine more often or more seamlessly.

Recommendations to others considering the product:

It may change the volume of BD activity you can complete in a short amount of time.

What problems are you solving with the product? What benefits have you realized?

Keeping my most important clients top of mind.

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Mid-Market
(51-200 employees)
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"Marketing Director"

What do you like best?

How easy it is to use. You only need to enter the most relevant data. I also appreciate the reminders.

What do you dislike?

Can't really think of anything I would improve.

What problems are you solving with the product? What benefits have you realized?

PP provides one stop shopping for tracking referral sources, clients and prospects. It encourages my attorneys to really focus on key relationships rather than everyone they know.

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"There are some limitations from a reporting perspective however feedback from users has been positiv"

What do you like best?

The simplicity and ease of use for tracking relationships. It is very easy to explain to someone how to use the tool.

What do you dislike?

Some shortcomings in the reporting cause added work on our end when working with clients.

What problems are you solving with the product? What benefits have you realized?

We now have an online tool for clients to use.

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Shareholder & Executive Vice President of Consulting
Professional Training & Coaching
Small-Business
(11-50 employees)
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"Intuitive pipeline tracking that professionals will actually use"

What do you like best?

Clean, intuitive interface and a simple, no-frills tracking process

What do you dislike?

Although the program is intended to be a simple pipeline tracking program and not a full-featured CRM system, sometimes additional capabilities (e.g., communications management) would be nice.

What problems are you solving with the product? What benefits have you realized?

Holding professionals accountable to their business development plans and commitments.

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Mid-Market
(51-200 employees)
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"attorney in private practice"

What do you like best?

On the practice pipeline, I like the pipeline to keep track of my contacts and follow-up; ease of use.

What do you dislike?

hard to see history of my contacts and inputs

What problems are you solving with the product? What benefits have you realized?

keeping track of contacts, which ones to drop, which ones to focus better on; provides accountability;

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Owner, Executive Vice President and Enrolled Actuary
Financial Services
Small-Business
(11-50 employees)
Validated Reviewer
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"Easy to use!"

What do you like best?

Ease of use and color coded for quick updates.

What do you dislike?

Remembering to go on the Pipeline website for updating.

Recommendations to others considering the product:

None at this time.

What problems are you solving with the product? What benefits have you realized?

None at this time. Only been using Pipeline for a short while.

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U
Mid-Market
(201-500 employees)
Validated Reviewer
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"This program is great for accountability"

What do you like best?

The tiles that turn and show you progress and the scoring mechanism gives you a great sense of where you stand.

What do you dislike?

I can't say there is much not to like about it. In the "other comments" section, maybe you should be able to type more info.

What problems are you solving with the product? What benefits have you realized?

It helps me keep track of opportunities and also shows me what opportunities I should and should not be pursuing.

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C
Small-Business
(11-50 employees)
Validated Reviewer
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"Tracking Performance"

What do you like best?

The dashboard provides a succinct overview of activities and comparative ratings

What do you dislike?

Tile Linking for easier tracking of multiple activities with an individual client

What problems are you solving with the product? What benefits have you realized?

Business Development Performance - Managing Procrastination

Practice Pipeline User Ratings

9.9
Ease of Use
Average: 8.3*
9.5
Quality of Support
Average: 8.3*
9.2
Ease of Setup
Average: 8.1*
* Legal Practice Management Category
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