Many legal marketers are eager to move on from legacy CRMs, but one major blocker stands in the way: the daunting task of cleaning and migrating messy CRM data. The process is often seen as too manual, too time-consuming, and too risky to tackle.
In this webinar, hosted in partnership with Postilize, we’ll show you how to overcome this challenge with automation—and how to take the next step into a modern CRM built for law firms. You’ll learn how to make your CRM transition seamless, strategic, and successful.
You’ll discover:
- How Postilize automates CRM data cleanup and migration—no spreadsheets or manual work required
- Why firms are migrating to Foundation 365, the modern CRM for law firms, built on Microsoft with AI-powered insights
- How to start small and scale your CRM adoption with a flexible, lawyer-friendly approach
Speakers
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Jody Glidden Founder and CEO, Postilize |
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Robert Beach Senior Director, Revenue, Litera |