Sales Trigger: Matt Carlucci @ Morris, Manning & Martin

🚀 Battle Card

• Matt Carlucci, Corporate Partner · 🔗 LinkedIn

• Use this Morris, Manning & Martin, LLP sales trigger to position your solutions as vital in supporting the firm’s post-merger M&A growth and VC pipeline expansion. → Source

• Post-merger integration hurdles

• Capturing fast-growing venture ecosystem clients

• Primary: Legal CRM solution → Streamlined deal tracking & integration across offices

• Expansion: Legal project management platform → Enhanced collaboration on M&A and VC tasks

• HQ: Washington, DC

• Employees: ≈ 300

• Rev: ≈ $200 M

• Website: https://www.mmmlaw.com/

🤼 Competitive Intel

• Clio — Legal CRM
• Unique edge: Law-tailored, cloud-native with client portals
• Evaluated by Corporate partners for ease of use

• Thomson Reuters Firm Central — Practice management
• Unique edge: Integrated research & docketing
• Reviewed by IT for TR integration

• LexisNexis InterAction — CRM for law firms
• Unique edge: Deep analytics on relationships
• Tested by Marketing for client intelligence

• iManage — Document & matter management
• Unique edge: Advanced AI search
• Pilot run by Operations for workflow efficiency

• NetDocuments — Cloud document management
• Unique edge: Superior security & governance
• Benchmarked by Compliance & IT teams

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑a legal CRM that streamlines M&A workflows❑
PROOF_METRIC  = ❑25% faster post-merger integration❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Matt
COMPANY     = Morris, Manning & Martin, LLP
DEPT        = Corporate
SIZE        = ≈ 10
BOTTLENECK  = post-merger integration hurdles
EVENT       = Matt Carlucci returns to MMM
DETAIL      = his return to the firm as Corporate Partner
PAIN        = capturing fast-growing venture ecosystem clients
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251027495361&div=41152219
SIM_CO      = Reed Smith LLP
WIN_METRIC  = 25% reduction in integration time
NEXT_SIZE   = ≈ 20
EMP_EST     = ≈ 300
REV_EST     = ≈ $200M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 10-person Corporate

Matt—noticed your Corporate team is ≈ 10.

That’s when post-merger integration hurdles slows growth.

We helped Reed Smith LLP fix this with a legal CRM that streamlines M&A workflows.

Result: 25% reduction in integration time.  
Quick call?

PS—next bottleneck hits ≈ 20.

DM ≤45 words, TONE:
Saw your post about his return to the firm as Corporate Partner — capturing fast-growing venture ecosystem clients.  
a legal CRM that streamlines M&A workflows. 25% faster post-merger integration.  
Quick chat?