Join Calibrate Legal at LMA Tech West for an expert panel discussion on how to prioritize and integrate the tools and technologies your firm needs to grow client relationships.

Growing client relationships requires information that can be difficult to put your hands on. Firms struggle to gather the right information in the right context to address questions in real-time, understand the full relationship across the entire firm, and identify opportunities to grow.

Often, firms build their marketing technology strategy around a single tool with the hope that it will address all of their relationship management needs, only to be disappointed when that single tool falls short. Historically, that single tool has been a CRM system that was wielded like a hammer even when their actual needs did not resemble the proverbial nail. Successful relationship management marketing technology strategies don’t start with the technology at all… They start with thoughtful analysis of the what the firm wants to accomplish (strategic goals) and what the team needs to be able to do (specific tasks) to manage those critical relationships. Armed with this analysis, firms are able to determine which tools align with those goals and tasks, ensuring they are investing in the right tools for the right jobs to achieve their goals and ultimately deliver value to clients.

The session will kick off by exploring a framework to assess your specific needs and priorities and understand how those align with different types of technologies. We will then transition to a lively discussion among our panel of industry leaders who will share their first-hand experience leading teams to implement and leverage the right technologies to support their relationship management efforts. Audience participation will be encouraged, so come armed with your own questions and advice. You will walk away with a deeper, practical understanding of how to assess your marketing technology environment and potential investments in the context of your relationship management goals and needs. The discussion will inspire you to think about how to make the most of your existing investments and how to choose wisely when it comes to prioritizing new ones.

Date and Time

  • Thursday, April 29 10:30 am PDT

Panel Members

  • Gordon Braun-Woodbury, Head of Marketing Operations Consulting, Calibrate Legal
  • Kate Cain, Director of Innovation and Design, Foundation Software Group
  • Megan Showerman, Senior Director, Marketing & BD, Fenwick & West
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