Program Title: Experience 101: The Who, What and How of Collecting and Tracking Client/Matter Experience
Time: 12:00 - 1:30 p.m. Cost (Members): Complimentary - $25 at the door | (Non members): $25 with pre-registration - $40 at the door
Flaster Greenberg | 4 Penn Center | 1600 JFK Blvd, 2nd Floor |Philadelphia, PA
How many times has this happened to you?: A request for qualifications comes in, followed by a flurry of emails between partners, marketing, and firm administration asking “Do we have experience in this area?” Or, it’s time for Chambers and Business Development Managers are scrambling to get a write-up for the biggest matter an attorney handled all year. We all know this information is needed, but there is often limited coordination in terms of experience capture and management. Enter the advent of streamlined experience tracking. Many firms are investigating various systems to manage experience. However, there are a broad range of considerations to be had and processes to be implemented prior to pursuing a technology solution.
Please join us for a panel discussion on the key considerations when developing an experience management approach for your firm. Our panel will address:
- Why is experience tracking important?
- Who are the key players in selecting or constructing a solution?
- How can you start collecting the right data today to build a stronger system for tomorrow?
- What are the potential challenges/hurdles?
- Kelly Breslin, Director of Business Development, Saul Ewing LLP
- Kevin Bosshardt, Manager of Marketing Technology, Saul Ewing LLP
- Ashley Gibbs, Marketing Operations Manager, Dechert LLP
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