Jennifer Whittier and Amber Elliott to Present at LMA Tech Midwest 2018

LMA Tech Midwest Speaking

Join us at LMA Tech Midwest in Chicago! Integrations are all the rage, but are they always the best answer? In this case study presentation, Joy Long, Director of Marketing at Ostrow Reisin Berk & Abrams (ORBA), Jennifer Whittier and Amber Elliott, from ContactEase, will share their experiences integrating CRM with ORBA’s new website and Constant Contact. Tying these three systems together has automated the marketing team’s workflow, eliminating duplicate entry and the risk for human error and saving the team countless hours on mailings each month. Attendees will learn what to look for when considering an integration and more importantly, the questions they need to ask of both their technology providers and others in their firm as well as who to involve (hint: don’t forget IT).

Participants will leave this session with the information they need to lead technology adoption in their firms and how to ensure the project keeps moving forward. To learn more about LMA Tech Midwest or to register, visit: https://www.legalmarketing.org/page/lmatech/midwest/2018/Home.

#LMATECH

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ContactEase Welcomes New Law Firm Client: Farleigh Wada Witt

Farleigh Wada

ContactEase welcomes new law firm client, Farleigh Wada Witt, a full-service business law firm recognized for excellence in banking and finance. The firm been recognized by Oregon Business magazine multiple times as one of the 100 Best Companies to Work for in Oregon. Learn more at www.fwwlaw.com.

LMA Recognizes Bradley CRM Implementation with 2018 Your Honor Awards

NEW ORLEANS — The Legal Marketing Association (LMA) has selected Bradley as the First Place winner in the Technology Management: Software and Applications category of the 2018 Your Honor Awards. The award was presented to Bradley and technology partners, ContactEase and CLIENTSFirst Consulting for its CRM implementation, Bradley Connect, at the 2018 LMA Annual Conference in New Orleans. The project was also recognized with an honorable mention in the Technology Management: Applications and Innovative Use of Technology category.

“It is such an honor for our work to be recognized by the Legal Marketing Association. The success of this project would not have been possible without the leadership and support of the firm’s Marketing Committee, Bradley’s Director of Business Development and Marketing, Kelly Schrupp, our IT Project Manager, Jason Bentley and the rest of the marketing and business development and IT teams,” said Jacqueline Madarang, Senior Marketing Technology Manager at Bradley. “Attorneys are actually using the CRM to uncover and identify relationships and the firm’s clients and contacts are receiving timely industry alerts and news. It’s very exciting for us to see the hard work pay off.”

Kelly Schrupp, Director of Business Development and Marketing, said, “I’m proud of what the team has accomplished in a short period of time and am so glad they have been recognized for their commitment and the hard work they put in every day to make the CRM rollout successful.”

The LMA Your Honor Awards program recognizes excellence in legal marketing by promoting projects and programs that showcase innovation and return on marketing dollar investment. A panel of expert judges awarded first-, second-, third-place and/or honorable mention in 16 categories, encompassing work related to business development, business of law, client services, communications, marketing management and leadership, and technology.

“The Your Honor Awards winners showcase the best in the legal marketing industry, from creativity and execution to achievement and overall excellence,” said Betsi Roach, LMA Executive Director. “LMA is proud to celebrate member achievements and highlight the brilliant work our community is doing, further affirming our position as a thought leader in the legal industry.”

About Bradley Connect
The implementation was a tremendous effort on behalf of the firm’s teams. Attorneys and staff had little faith in prior systems because contacts could not be globally updated and relationships couldn’t be identified or segmented, resulting in redundant emails asking “who knows whom” and an inability to track open and bounce back rates. Looking past the implementation process, it was important that users understood the firm’s goals for the system. It was also important to staff the firm properly starting with the Marketing Technology team led by Jacqueline Madarang and Bradley partner, Justin McDonald. Users can now see “who knows whom” and other relationships a client may touch. They can now add contacts to mailings and are seeing the results of this relationship intelligence – they now benefit from seeing the relationships within the firm. Attorneys once hesitant to share contacts are now doing so. Of the almost 500 users trained, the few not participating are due only to scheduling and not resistance.

For a complete list of the 2018 Your Honor Awards winners, visit www.legalmarketing.org. Learn more about Bradley at bradley.comContactEase at contactease.com and CLIENTSFirst at clientsfirstconsulting.com.

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About the Legal Marketing Association
Founded in 1985, the Legal Marketing Association (LMA) is the universal voice of the legal marketing and business development profession, a community that brings together CMOs to entry-level specialists from firms of all sizes, consultants and vendors, lawyers, marketers from other professions and marketing students to share their collective knowledge. More than 90 percent of the largest 200 U.S. law firms employ an LMA member. Members at every stage in their career development benefit from participating in LMA’s array of programs and services.

LMA has eight regions and dozens of local groups across the U.S. and Canada, and its more than 4,200 members hail from 49 U.S. states and 28 countries. For more information, visit www.legalmarketing.org. If you would like to connect with LMA regarding this press release or the Your Honor Awards, please contact Stephanie Kusibab of the Legal Marketing Association at (312) 673-5954 or skusibab@legalmarketing.org.

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 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.