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.

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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.

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!