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October 2019

6:45 pm — 7:45 pm
@ San Francisco

CRM Evolution: Three Spotlights on How to Drive Technology with Strategy

In today’s competitive marketplace, law firm needs have evolved – and so has the technology required to support those requirements. Long past are the days when firms wanted a CRM system to simply manage contacts, mailings and events. While those may still be core needs, most firms now have additional – and often more pressing – priorities to retain existing Clients, develop new business, price effectively and work efficiently. As this Client Relationship Management evolution takes place, it’s time to stop thinking of CRM as a technology and instead view CRM as a strategy to helps achieve firm goals.

This session will bring three CRM experts to the stage to present a confluence of viewpoints on strategies for successfully selecting and implementing the right tools and systems to improve client service and retention and enhance business development,

8:00 pm — 9:00 pm
@ New York City

All Roads Lead Home: Mastering Small Data within the Firm

We often hear about the extraordinary inroads firms with large operating budgets have made in leveraging data and business intelligence. But less is said about how firms with budgetary constraints are leveraging small data for various ends. This session at the  18th Annual Law Firm COO & CFO Forum offers real-world guidance on collecting, cataloging and harnessing proprietary data to transform business operations and strategy. Panelists will address why small data is becoming a vital ley line for thriving in a slower growth environment.

Dave Whiteside, Director, Client Growth & Success,

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