ContactEase Welcomes New Law Firm Client: Warshaw Burstein

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ContactEase is pleased to welcome new law firm client, Warshaw Burstein.  The Manhattan-based law firm has over 50 attorneys and represents clients in the New York metropolitan area, across the United States and around the world. Visit them at www.wbny.com.

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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

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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!

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Don’t Gamble on CRM: Ask the Experts (Our Clients) at #LMA17

Gambling can be great fun in Las Vegas, but gambling on an investment like CRM? Not so much.

If it’s time to invest in CRM (or if your current system isn’t working as well as you’d like), be sure to stop by Booth 315. You’ll have the opportunity to mix and mingle with current ContactEase clients who will share their insight and experiences on everything from making the case for CRM and getting buy-in from management to successfully implementing the system and showing a return on investment.

Don’t take a gamble with your marketing dollars or the trust of your attorneys.

Meet our experts, the in-house marketers that work with ContactEase every day, and learn:

  • How to get buy-in for your firm
  • How ContactEase can enhance your firm’s strategic marketing and communication efforts
  • Hindsight: what your peers wish they knew before getting started with CRM

Tuesday Morning (10:00 – 10:45) meet:

  • Kim Hafley, Director of Marketing & Recruitment, Foster Swift Collins & Smith PC
  • Ellen Page, Manager of Business Development & Marketing, Chaffetz Lindsey LLP

Tuesday Afternoon (2:45 – 3:30) meet:

  • Jim Jarrell, Director of Marketing & Practice Development, Stark & Stark
  • Joy Long, Director of Marketing, Ostrow Reisin Berk & Abrams LTD

Wednesday Morning (10:30 – 11:00) meet:

  • Jenn Merlin, Marketing Manager, Houser, Henry & Syron LLP
  • Alison Janzen, Marketing Director, Torkin Manes LLP

Ask the ContactEase Experts (our Clients)

The State of CRM at Law Firms: A Market-Wide Study

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Nearly 75% of all law firms have some sort of Client Relationship Management (CRM) system in place, yet respondents to a recently released survey indicate that few of their lawyers regularly use it. In contrast, ContactEase users report a higher-than-average utilization rate for their attorneys. The Ackert Advisory’s “The State of CRM at Law Firms” examines utilization, user experience and return on investment (ROI) of CRM platforms and their relationship to business development.

ContactEase was recognized by its users in a number of areas. Among the findings:

  • ContactEase (24%) and InterAction (45%) lead the CRM legal market with a combined market share of 69%.
  • ContactEase has increased its market share by 6% since last year’s survey.
  • ContactEase users reported a higher utilization rate than the overall market.
  • ContactEase users reported a lower level of data entry issues and a less complicated interface (in comparison to other CRM systems).
  • ContactEase users reported an average of 18% of lawyers use CRM regularly (the majority of survey respondents indicated 0-5% of their attorneys utilized CRM on a regular basis.

About ContactEase
ContactEase communicates with clients and prospects to enhance existing relationships and drive new business. In addition, ContactEase works with firms to develop ROI with business analytics and opportunity/pipeline management tools, and integrates with accounting and other systems.

ContactEase has a greater than 90% adoption rate due in part to its seamless Outlook integration, easy-to-use tools and a highly experienced support team. ContactEase can pull contacts from email, alert users of changes in their data, integrate with telephone systems, allow updates from mobile devices, allow contacts to RSVP online for events and update their own data.

Selecting the right CRM platform is essential to the success of any firm’s marketing and business development program. For more information about ContactEase and CRM best practices for getting buy-in, implementation, data management and ROI, visit our resources page.

ContactEase is used by over 250 law and accounting firms, with 16,000+ users worldwide. To read the report in its entirety, click here.