Event Overview
Course Description:
When was the last time you reviewed how your firm manages accounts and your client intake process? The legal industry is fraught with antiquated systems and poor organizational visibility. Often, these industry legacy tools lack flexibility or scalability as your firm grows, and customizations are often expensive and difficult to maintain.
Forward-looking firms should be assessing the technologies available to address bottlenecks and improve reporting, client intake, and matter management. Eide Bailly has experience helping legal and professional services firms properly implement and automate intake, matter acceptance, and management processes. Whether you’re running on Clio, Lawbase, or ProLaw, it may be time to modernize your firm’s technology foundation to enable long-term, future growth – and improve your acquisition and retention with the next generation of talent.
During the roundtable, we will:
- Discuss the downfalls of traditional legacy systems like Clio, Lawbase, and ProLaw.
- Identify opportunities for legal service and law firms to leverage automation and integrated tools.
- Outline a roadmap for modernization in the industry and the benefits to client intake, matter management, and other key business functions.
- Explore examples of successful modernization in the professional services industry.
Presenters:
Noel Datko, M.Ed., MSBA, Principal | Eide Bailly
Noel is a Technology Consulting leader with over 20 years of experience in business process improvement, sales, marketing and Salesforce.com implementations. He helps organizations realize results through technology implementations and integrations. As well as assists organizational leadership design business processes that will be successful with the Salesforce platform and enable them to integrate and scale with other connected environments.
Jaime Gutierrez, Manager | Eide Bailly
Jaime leads Salesforce implementations and enhancement projects and he is also a team lead for our Customer Relationship Management (CRM) consulting team. He has experience providing these services to facilitate projects large and small, and to organizations of all shapes and sizes.