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!

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Client Satisfaction through Training and Technology

ILTA just released their March edition of Peer to Peer that focuses on client satisfaction as job number one. One of the articles, The End of Ignorange, emphasizes many of the points already brought to light this year. More specifically, the same point that came out of the Chief Information and Technology Officers Forum, lawyers need to use technology to serve their clients better and stay profitable.

Results from the most recent PwC Law Firm Survey suggest that the majority of firms are facing flat margins and an ever-increasing struggle to differentiate themselves. Meanwhile clients are demanding more and literally putting firms to the test. Casey Flaherty, General Counsel for Kia Motors, has designed a technology audit that he gives to his outside counsel to see how technologically proficient they are. If firms are inefficient in their use of technology, he argues that he should not have to pay the additional cost for the extra time it takes them to complete the work. Ben Weinberger, Chief Strategy Officer for Phoenix Business Solutions, and author of the article gives two key solutions to the problem training and the right tools.

TRAINING
A lawyer’s ability to use technology efficiently is now a must with recent changes to the ABA Model Rule 1.1. The “duty of competence” has been amended to include that a “…lawyer should keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology…” Firms spend millions of dollars on tools to create efficiencies, they should ensure that their lawyers know how to use the tools otherwise they are just throwing away money. Weinberger suggests that firms need options and creativity when it comes to training. Training should be interactive and offered in various methods such as e-learning, podcasts, walking the floor etc. The most important aspect is that it should be mandated.

The Right Tools
Firms are continuously looking at newer systems and tools to help provide that competitive edge. The right tools should provide a comprehensive view that enables lawyers to manage their clients more efficiently. The real value comes from providing simple, efficient access to information from multiple sources in one single system while having the ability to implement workflow components.

Market pressures and client demand will continue to drive changes in the way legal services are offered and the way a firm operates. What’s your take, do you think firms should have to complete a technology audit to prove they are technologically proficient?

A Successful Marriage: Marketing & IT Working Together

Yesterday we had the opportunity to attend the LMA-LA Chapter’s Continuing Marketing Education event where big ideas were brought to life. Our own Jennifer Whittier and Sam Shipley participated in the Cross Collaborations that Work segment of the conference.

Their session A Successful Marriage: Marketing & IT Working Together provided best practices and insights to succeed with technology. By collaborating together marketing and IT departments can identify and prioritize investments that grow into business for a firm. Here are a few best practices for collaboration:

  • Hold quarterly meetings with both departments to discuss projects and road blocks
  • Review the annual marketing budget together before submission so everyone knows what to expect
  • Discuss new large cross department projects at the outset
  • Make sure project plans and timing are discussed and agreed to
  • Communication and documentation are key in a successful partnership
  • Get to know each other personally by having team activities or social gatherings
  • Encourage/invite CIO to participate in committees such as client team meetings
  • Help market each other internally and give recognition and appraisal

The session wrapped up by leaving the audience members in laughter as the differences in the thought process between the two departments were showcased.

Mktg v. IT

For more information on the conference visit their website: http://lmalaconference.la/ or check out the conference tweets #LMACME.