The quarterly publication of the International Legal Technology Association
Issue link: https://epubs.iltanet.org/i/448505
SQL CoreRelate Framework. demonstration. Client/Matter Document Assembly from Word — is it really that easy? BEC Assemble-It accesses standard content and firm-wide case data from the task pane in Word. Attorneys and staff can draft and update standardized documents while maintaining complete creative control. and increases the speed at which new matters can be opened safely. Of equal importance, merging firms face the challenge of not only rationalizing and optimizing employees but also the more subtle process of combining cultures to create a unified firm. Merging firms can greatly benefit from investing in technologies and processes that promote collaboration, interaction and visibility among their employees. APPLICABLE TOOLS AND RESOURCES • Integrated Social Media Marketing: Savvy firms are learning how to navigate the world of social media to increase engagement with clients, to broadcast their expertise via knowledge sharing and to build brand awareness. By building marketing strategies that incorporate social media into their integrated, multichannel marketing campaigns, firms can broaden their client connectivity. Example: Combination of Twitter, LinkedIn, company website, print, Facebook • Social-Enabled Portals: Newly joined firms have turned to social portals as platforms where clients and internal staff can interact, share knowledge and increase engagement. These resources help firms build deeper, more personalized connections with clients, which can differentiate the firm during increasingly metric-driven selection/ retention reviews. Examples: Yammer/ SharePoint, HighQ, Jive • Sales Forecasting and Pipeline Management: Today, firms are not only competing more fiercely for business, but they are also pitching increasingly complex global engagements to clients. As a result, many newly merged firms have realized a need for traditional sales management tools, such as a more robust CRM system or technologies that will allow them to be better connected for monitoring sales pipelines and revenue forecasts. Examples: Salesforce, Microsoft Dynamics • Proposal Management Systems: Many merging firms have multiple legacy proposal styles and labor- intensive manual processes for responding to RFIs. To streamline this process and promote consistency across departments, merging firms are investing in proposal management systems. These systems ensure consistency across firm templates while automating the creation of proposal- related documents and presentation materials. Proposal management systems ensure firms always put their best foot forward during critical WWW.ILTANET.ORG 31