“Ask Me Anything” About CRM: Best Practices for Data Integrity and Keeping Lawyers Engaged

Join us for this LMA Canada Roundtable on CRM!

We will dive deep, discuss successes, and work through struggles with CRM experts who bring decades of experience. They will share insights on:

• Maintaining lawyer engagement
• Knowing when to shop around for a new CRM system
• Making the most of CRM data and tapping into integrations (e.g., financial, HR, ERM)
• CRM and the cloud
• ERM, CRM, and AI: does less typing equal greater adoption?
• Data visualization: reports, reports, reports!

Our CRM Experts:

Chris Fritsch 
Founder & CLIENT Success Consultant
CLIENTSFirst Consulting

Shannon Gilleland
Manager, Digital Content & CRM
Stikeman Elliott LLP

Celine Gilmore
Director, Client Development & Operations
Davies Ward Phillips & Vineberg LLP

Monique Ziezold
National Manager, InterAction Strategy and Business Development Support
Miller Thomson LLP

Attendees are encouraged to submit questions in advance of the session to get the conversation flowing. Space is limited – only the first 25 LMA members to register will receive the Zoom link.

Register