Hello Maryland State Bar Association 👋

Hello Maryland State Bar Association 👋

August 18, 2022

Howdy MSBA-er 👋

It's my pleasure having you visit us on our website. You may have met with me at the Legal Summit in Ocean City (or perhaps through some link share).

Let's get you what you came here for!

Click here to download the MSBA presentation

8 Systems for Client-Centric, Ethically-Driven Law Firms

Do you want to talk about tangible examples of ways to make your law firm more client-centric and ethically compliant?

In the session, we will cover how certain systems can help with a) client retention and compliance, b) lead generation and client acquisition, c) gaining a competitive advantage for recruiting, and really quite a bit more.

In essence, the systems that all law firms need to intelligently integrate and refine for a more client-centric experience can be categorized as the following:

  • Contact Management Systems (i.e. CRM, referral systems, conflict checks, etc.)
  • Knowledge Systems (e.g. Notion, Westlaw, Fast Case, etc.)
  • Project Management Systems (e.g. Rocket Matter, Clio, etc.)
  • File Management Systems (e.g. Google Drive, iManage, 2FA, scanners, etc.)
  • Productivity Systems (e.g. Microsoft Office, Google Workspace, Adobe Acrobat, etc.)
  • Communication Systems (e.g. MS Outlook, Google Calendar, Slack, etc.)
  • Talent Systems (e.g. ATS, Performance Reviews, titles, etc.)
  • Media Systems (e.g. Website, social media profiles, etc.)

A thoughtful combination of these systems can help you build a law firm that delivers better results for your client, your team, and yourself.

You will leave this session with applicable examples and tools for improving each client experience, empowering your team members, and maintaining your own sanity in your practice.

Are you looking for something else?

  1. Schedule a call with our team
  2. Learn more about our services and pricing
  3. Meet the creative professionals on our team

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