Automation

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07 May: Case Study: How to use relationship intelligence to deliver superior client experiences

If you’re trying to use technology and change management to innovate and set your firm apart, you know that the hardest part can be knowing where to begin.

Often, it helps to have a trusted and respected brand to look to. One that has already paved the way to success. And if you want to help your firm enhance client experiences, look no farther than the success story of long-time innovator, law firm Osler, Hoskin & Harcourt.

The firm wanted to integrate their business technology stack to break down data silos, streamline and enhance their client experience and turn their…

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30 Apr: 3 Ways AEC Firms Can Improve Sales and Marketing Alignment

As the unrelenting wave of digital transformation washes over nearly every business, the movement has finally reached the notoriously traditional architecture, engineering and construction (AEC) industry and its customers, as well.

At the same time, the growth of omni-channel and transmedia marketing engagement strategies further complicate how marketing and sales teams nurture and engage customers through a journey to purchase.

The former aims to provide a seamless customer experience, regardless of channel or device or stage of maturity. While the latter is all about storytelling that “transports” a customer into a brand’s world, to forge a personal connection…

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13 Dec: Today’s Must-Have Intelligence Technology for Law Firms

“Work smarter not harder” has become the rallying cry for law firms struggling with flat demand for independent legal services.

To thrive, firms are doing more with less and relying on intelligence. And I’m not just talking about brilliant legal minds.

I’m talking about your firm’s data—how it’s generated, analyzed, and shared. In fact, four types of intelligence solutions are disrupting the legal industry right now. Is your firm taking advantage?

Read on to get the scoop on these new solutions, and how your firm can use its data and systems to boost productivity and grow.

Artificial Intelligence (AI)

AI…

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07 Dec: Customer Relationship Management Tips for Lawyers With Stewart Walchli

As the founder of a relationship science platform that helps legal firms optimize their CRM systems, our co-founder, Stewart Walchli, knows a thing or two about managing customer relationships. With some of the nation’s leading law firms both big and small as clients, Stewart also understands the unique challenges attorneys face when growing a practice — managing and growing a business isn’t necessarily covered in law school.

To help law firms grow their business, Stewart recently wrote an article, Customer Relationship Management: What They Didn’t Tell You at Law School, for Lawyer Monthly. Through his advice, your law firm…