GDPR: The Clock is Ticking

GDPR (1)

Are You Ready for GDPR?

The General Data Protection Regulation (GDPR) goes into effect on May 25, 2018 — just a few short weeks from now. If you’re not ready, you’re not alone.  Earlier this year we presented a webinar on GDPR to our clients and as the deadline for GDPR compliance draws near, we’ve had the opportunity to talk with many of them about their data concerns. We’ve had some great conversations and received some thought-provoking questions. While there remains plenty of gray area when it comes to GDPR, two things are clear:

  1. There is no one right approach to compliance
  2. If your firm collects data on EU residents, no matter its location, you must be prepared to comply

While some firms we’ve talked to are making no changes to their data intake processes, many are using GDPR as an opportunity to clean up their data and obtain consent from all of their data subjects (no matter where they reside); others are relying on legitimate interests (a non-consent based option for collecting personal data).

Questions?

If you have questions about GDPR compliance and your marketing data, contact us! We’re here to help.

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ContactEase Welcomes New Law Firm Client: Smith Haughey Rice & Roegge

Smith Haughey

ContactEase welcomes new law firm client, Smith Haughey Rice & Roegge. With four offices located across Michigan, the firm has been helping its clients overcome challenges and take advantages of opportunities since 1941.  Learn more at www.shrr.com.

 

ContactEase Welcomes Michael Wise

ContactEase is pleased to welcome Michael Wise as Technical Support Specialist. Prior to joining the team, Michael served as Office Technology Manager for an Intellectual Property law firm in Littleton, Colorado. In this role, Michael had overall responsibility for the firm’s IT network, including workstations, servers and remote desktop clients as well as security and disaster recovery protocol. He uses this knowledge, along with his experience in Microsoft Windows and Outlook, to provide timely and individualized support to ContactEase users. He is a summa cum laude graduate of Colorado Christian University where he received a Bachelor of Science in business administration and management and holds certifications in A+ and Security+ from CompTIA. 

Building on In-House Experience, ContactEase Welcomes P.J. Sawchuk

PJSheadCole Valley Software is pleased to announce that Paul (P.J.) Sawchuk has joined the company as Director of Support & Technology. In this role, he will lead the support team to ensure clients continue to receive the best possible experience.

P.J. joins the ContactEase team from the Maryland law firm of Franklin & Prokopik where he served as Director of IT which was responsible for implementing strategic initiatives and aligning the firm’s technology and business processes. Sawchuk’s addition further strengthens the ContactEase team’s already significant in-house experience.

As a former ContactEase client, Sawchuk worked with his firm to identify a need for CRM and has been involved with every step of the implementation process. Of the decision to join ContactEase, he says “I’ve always appreciated the power of ContactEase which is why I recommended it to my firm. Everyone I worked with at Cole Valley Software was passionate about the product and eager to ensure our firm’s success.”

P.J. received his undergraduate degree in Information Systems Management from the University of Maryland Baltimore County. He is currently enrolled in the University of Baltimore’s Merrick School of Business where he is pursuing an MBA. Active in his community, he is a 2016 recipient of SmartCEO | Baltimore’s Executive Management Award – CIO/CTO, a member of the International Legal Technology Association (ILTA) and has served on numerous committees with Mercy Medical Center.

Don’t Gamble on CRM: Ask the Experts at ILTA

CEVegas

Don’t take a gamble with your firm’s technology dollars. An important decision like CRM shouldn’t be made with a roll of the dice. Spend time with us and you’ll see why ContactEase has over a 90% success rate and is the CRM of choice in over 250 law and accounting firms with over 16,000 users worldwide. Whether you’re looking to implement a CRM system or just curious about what it can do for your firm, be sure to stop by and see us at Booth 535.

You’ll have the opportunity to meet the experts – current ContactEase clients – who will share their insights and experiences on everything from successfully implementing a CRM system and integrating with existing systems (such as time and billing) to working with other departments (like marketing) to engage your users and increase efficiencies across your firm.

While you’re there, say hello to our team of in-house experts, most of whom have worked in law firms themselves. With decades of combined in-house IT and marketing experience, no matter where you are in the CRM process or the challenges you’re facing, there’s a good chance we’ve been there.

We can’t wait to see you all in fabulous Las Vegas, Nevada. With a greater than 90% success rate, we’re the closest thing to a sure bet you’ll find!

CASL Compliance: What You Need to Know

It’s not too late to get compliant!

The three-year transition period for the Canadian Anti-Spam Legislation (CASL) ends on July 1, 2017; however,  there is one piece you don’t have to worry about (at least for now) — the Canadian government has suspended the private right of action which would have allowed individuals to sue anyone for sending spam. Earlier this month, the Canadian government announced:

Canadians deserve an effective law that protects them from spam and other electronic threats that lead to harassment, identity theft and fraud. At the same time, Canadian businesses, charities and non-profit groups should not have to bear the burden of unnecessary red tape and costs to comply with the legislation. 

The Government supports a balanced approach that protects the interests of consumers while eliminating any unintended consequences for organizations that have legitimate reasons for communicating electronically with Canadians. 

For that reason, the Government will ask a parliamentary committee to review the legislation, in keeping with the existing provisions of CASL.

So, what does this mean for you? No matter your location, if you send commercial electronic messages (email, text, or instant messages) to anyone with a Canadian address, you must still comply with CASL. Violations may result in steep fines from the government not to mention the potential damage to your firm’s reputation or your relationships with clients and contacts.

While many of you have likely taken the necessary steps to ensure compliance, there is still time for those of you who have not. Here are a few suggestions:

  • Visit the Canadian government’s site at http://fightspam.gc.ca to familiarize yourself with CASL and any recent updates.
  • Review your mailing lists. If you don’t have a record of consent, get it now!
  • Update your email templates to include:
    • Company name
    • Physical mailing address
    • Telephone number
    • Email address
    • Website URL
    • Unsubscribe option
      • Unsubscribe requests must be processed within ten days of receipt

Effective July 1, 2017, you may only send messages to those with express consent. There are two exceptions to this: you may send messages to individuals up to two years after a purchase or up to six months following an inquiry, but it is recommended that you obtain consent during this time.

Lawyers, accountants and others in professional services industries may be understandably concerned about their ability to reach out to referrals. A single message on the basis of a referral is allowed with the following stipulations:

  • The message must include the full name of the person making the referral
  • The referrer should have a relationship (familial or otherwise) with the person to whom you’re sending the message

CASL is a complex law and it is likely that questions will continue to arise. If you have questions about CASL compliance, or how you can use ContactEase or additional products, such as Mailing List Manager, to ensure that your firm remains compliant, contact us!

If you are working with a third party email system, you may find that their policies are stricter than the CASL requirements. You will also likely find that most of these concerns have already been addressed for you.

Did you know that ContactEase now integrates with Constant Contact and other email systems? Contact us today to learn more about this exciting add-on feature!

Does the GDPR Affect You?

On May 25, 2018, European Union’s General Data Protection Plan (GDPR) goes into effect in the European Union.   If you’re curious about how (or if) the GDPR impacts your business, take a look at this recent publication from our friends at Vuture.

Did you know that ContactEase offers full integration with Vuture and many other products? For information on how ContactEase can integrate with your existing systems, contact us  today!

GDPR