By the end of this session, you will know how to distinguish a meaningful client signal from background noise, and when that signal is worth a conversation.
A client changes general counsel. A competitor announces an acquisition. A long-quiet contact turns up at a new company with new budget. None of this is rare. For most relationship and business development teams, the problem is not a lack of information. It is knowing which of these moments actually matter, and which ones are just noise.
This conversation brings together a client relations director, a client-side chief client officer, and the co-founder of an AI-powered relationship intelligence platform to unpack how firms are learning to separate signal from noise, and to act on it without overstepping.
The panel works through a simple framework: relevance, relationship, and timing. Together, those three factors turn a passing event into an actionable signal, and a signal into the right conversation, held at the right moment.
Attendees will leave with a practical way to separate what deserves attention from what does not, and a clearer sense of what earns a client's trust when outreach comes before they ask.
This session is built for business development, client relations, and marketing leaders who are responsible for spotting and acting on client opportunities, and for the partners and rainmakers who rely on them to do it well.
Three takeaways:
Can't make the webinar? Register anyway, and we will send you the recording.
A client changes general counsel. A competitor announces an acquisition. A long-quiet contact turns up at a new company with new budget. None of this is rare. For most relationship and business development teams, the problem is not a lack of information. It is knowing which of these moments actually matter, and which ones are just noise.
This conversation brings together a client relations director, a client-side chief client officer, and the co-founder of an AI-powered relationship intelligence platform to unpack how firms are learning to separate signal from noise, and to act on it without overstepping.
The panel works through a simple framework: relevance, relationship, and timing. Together, those three factors turn a passing event into an actionable signal, and a signal into the right conversation, held at the right moment.
Attendees will leave with a practical way to separate what deserves attention from what does not, and a clearer sense of what earns a client's trust when outreach comes before they ask.
This session is built for business development, client relations, and marketing leaders who are responsible for spotting and acting on client opportunities, and for the partners and rainmakers who rely on them to do it well.
Three takeaways:
- How to tell a meaningful client signal from background noise
- What separates helpful early outreach from outreach that feels intrusive
- How to turn a critical client signal into the right conversation, and the right time
Can't make the webinar? Register anyway, and we will send you the recording.
Speakers
Mark Howe
Director of Business Development and Client Relations, Thompson Dorfman Sweatman LLP
Director of Business Development and Client Relations, Thompson Dorfman Sweatman LLP
Dayle Hauserman
Manager, Solution Executives, Litera
Manager, Solution Executives, Litera
James Wang
Co-Founder, Postilize
Co-Founder, Postilize
Carla (Nawrocki) Gupta, MBA, JD
Chief Client Officer, Davies
Chief Client Officer, Davies
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
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