Register now

June 18, 2020 | 9:00am PT | 12:00pm ET | 5:00pm BST

While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us for the last in this webinar series.

In part four, we’ll explore how your business development and marketing tech stack supports your firm’s growth strategies. We’ll discuss what data, metrics, and capabilities can effectively support your practice and sector teams. We’ll point out what questions firms should be asking of their performance data and how to achieve the best results.

If you missed parts one, two, or three of this webinar series and would like to watch them on demand, please contact us.

Join us for this discussion to answer practical questions such as:

  • What are your firm’s growth strategies and how does your firm currently track progress against growth its plans? Is your tech stack flexible enough to support any growth strategy?
  • What systems and data are typically needed to obtain a clear picture of your pipeline, practices, sectors, and geographies
  • What mundane workflows and data gathering tasks can technology assist with to free up resources for more impactful work?

Watch Part One

Watch Part Two

Watch Part Three (Coming shortly)

Register for Part Four:

June 18, 2020 | 9:00am PT | 12:00pm ET | 5:00pm BST

Register now


Michael Warren
VP, CRM CRM practice
Wilson Allen

Michael Warren, VP of Wilson Allen’s CRM practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them


Christopher Raymond
Practice Group Lead, Marketing and BD

Christopher Raymond has spent nearly 15 years in the legal industry, working with Research, KM, Marketing, and BD teams. At Intapp, Chris is a Practice Group Lead for the Marketing and Business Development group, where he collaborates with CMO’s, CBDO’s, Marketing, and BD Directors, developing next-generation CRM strategies for AmLaw200 firms. Chris strongly believes that leveraging data empowers us, which is why he works closely with firms to evolve their Business Development approach which leads to better outcomes for their business.