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Event Details

Date: Tue. Feb 22, 2011
Time: 12:00 AM

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Location

Minden Gross LLP
Suite 2200
145 King Street West

Associated Documents

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What you need to know about Client Relationship Management (CRM) in law firms

Description

The concept of Client Relationship Management (CRM) is to track, monitor and control all client touch points. From a mailer or event, to billings and phone calls, it is the 360 degree view you are seeking to better understand and address your client relationship. Many firms have put a CRM solution in place, believing the tool itself will automatically do “the work.” Unfortunately, many firms put too much faith in the tool and not enough effort into the process and the culture change required to implement a successful CRM program. In order to truly embrace CRM within your firm, and not just create a really expensive Rolodex, there are a number of steps that should be taken.

During this round-table discussion we discuss how to implement and expand the use of CRM at law firms. We will base our discussion around why you need CRM, what are some of the issues you will have implementing CRM, and how to create a successful program at your firm. We will also look to the future to help you understand the evolution of CRM at law firms.

If there are specific ideas you would like us to touch on, please let us know when you register.

Supporting Firms

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  • Marks + Clerk 18may18
  • Matthews Dinsdale 1feb19
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  • Dueck-Sauer-Jutzi-Noll
  • BakerMcKenzie
  • logo_madorin
  • logo_cassels
  • Cumming & Partners
  • LLF_LAWYERS
  • Gillian Hnatiw 2
  • logo_sullivan_festeryga
  • Nelligan 14aug17
  • RossMcBride
  • AUM Law Logo 22nov18
  • HRG.logo
  • logo_giesbrecht
  • logo_lerners
  • logo_oatley
  • LeClair Logo
  • Beard Winter Logo black white - New
  • Dentons
  • Rueters LLP 5mar18
  • Walker Head Lawyers 27sept19 - greyscale.
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  • MONTEITH RITSMA PHILLIPS PROFESSIONAL CORPORATION - greyscale
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  • Tupman + Bloom 3mar20
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  • logo_bernardi_llp_5405 (greyscale)
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  • logo_robins
  • dutton_brock
  • Laxton Glass
  • logo_bennet_jones
  • Green + Spiegel logo 31jul17
  • Reves Richarz LLP
  • SparkLaw
  • logo_ridout
  • Piasetzki
  • logo_mcleish_orlando
  • MacDonald & Partners logo
  • Henien Hutchison LLP
  • logo_keyser
  • logo_sotos
  • Rayman Beitchman LLP 2mar18
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  • logo_goodmans
  • logo_guberman
  • logo_chappell_partners
  • Koskie Minsky
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  • Simpson Wigle greyscale 26jul17
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  • BlaneyMcMurtry
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  • logo_harris-sheaffer
  • Goldblatt
  • Waddell Phillips
  • Daoust_Vukovich
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  • GWLG_GRAYSCALE
  • Crawford Chondon & Partners LLP 24feb20
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  • Mills + Mills
  • Loopstra Nixon logo 140w greyscale
  • O'Connor MacLeod Hanna LLP
  • balesBeall
  • MillerThomson
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  • heuristica
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  • logo_smith_valeriote
  • Levitt LLP Logo
  • aviva_lawyers
  • logo_benson
  • WARDs Legal - grayscale
  • logo_dlapiper
  • Grosman, Gale 2nov17
  • dickinsonwright
  • Riches McKenzie 11oct17
  • Harris Law Logo
  • Cavalluzzo LLP_Logo
  • O'Sullivan
  • Haber Lawyers 14feb19
  • Deloitte Tax Law

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