Competitive demands are calling for firms to bring people and data together for the benefit of the client.  This requires business process and cultural integration and a digital ecosystem that enables collaboration at critical times across the matter lifecycle. 

The challenge is breaking the silos to create consistent repeatable processes and it involves multiple stakeholders to achieve a result desired by the firm and the client.

This panel brings together the views of a CMO, CPO and CFO to discuss issues that arise around the client engagement lifecycle from pursuit, pitch, intake/conflict, matter engagement, and client feedback to understand how these roles are critically involved in the following questions:

• Anticipating the needs of the client, developing seamless client views, journey mapping
• Cross-functional pitching practices
• Align towards client goals, including post-matter checks
• Pricing in pursuit of business
• Strategic business acceptance processes
• Delivering on the promise of efficiency, resourcing
• Information sharing practices in the face of confidentiality obligations
• New client-driven metrics
• The multi-layer promise of experience management
• Post-matter learning and refinement
• Client intelligence, guided-actions, sophisticated “playbooks”