You will leave knowing which tools in your stack earn their place, and which only add work.
Every new tool arrives with a promise of time back. Then come the import, the training session, the dashboard to reconcile, and the partner who still asks someone on your team to pull the numbers by hand. Relationship history sits in one inbox. Matter experience sits in a system few people open. Pricing history sits in a spreadsheet no one can find.
The panel brings three vantage points to the same problem: a firm leader responsible for data and innovation, a Litera solutions executive who works with firms on technology decisions, and the co-founder of a relationship intelligence company. Together they look at business development technology through one lens. A tool earns its place by how people use it, not by how it demos.
Join Jeremy Curran, Solutions Sales Executive, Litera, for a conversation with Cindy Bare, Chief Data and Innovation Officer, FBT Gibbons, and James Wang, Co-Founder, Postilize, as they discuss four tests every tool should pass, along with the governance questions teams often skip. The discussion centers on relationship intelligence and business development technology, and how having the right approach to selecting your technology can help you drive better outcomes with it.
You will walk away able to tell which tools are helping your firm act on the intelligence it has already earned, and which are only adding work.
This session is for legal marketing and business development (BD) leaders who choose and run the firm’s tools, the knowledge management, marketing operations, and BD teams who work inside those tools every day, and the partners and lawyers who rely on them and influence the budget.
You will walk away able to:
Every new tool arrives with a promise of time back. Then come the import, the training session, the dashboard to reconcile, and the partner who still asks someone on your team to pull the numbers by hand. Relationship history sits in one inbox. Matter experience sits in a system few people open. Pricing history sits in a spreadsheet no one can find.
The panel brings three vantage points to the same problem: a firm leader responsible for data and innovation, a Litera solutions executive who works with firms on technology decisions, and the co-founder of a relationship intelligence company. Together they look at business development technology through one lens. A tool earns its place by how people use it, not by how it demos.
Join Jeremy Curran, Solutions Sales Executive, Litera, for a conversation with Cindy Bare, Chief Data and Innovation Officer, FBT Gibbons, and James Wang, Co-Founder, Postilize, as they discuss four tests every tool should pass, along with the governance questions teams often skip. The discussion centers on relationship intelligence and business development technology, and how having the right approach to selecting your technology can help you drive better outcomes with it.
You will walk away able to tell which tools are helping your firm act on the intelligence it has already earned, and which are only adding work.
This session is for legal marketing and business development (BD) leaders who choose and run the firm’s tools, the knowledge management, marketing operations, and BD teams who work inside those tools every day, and the partners and lawyers who rely on them and influence the budget.
You will walk away able to:
- Judge any tool in your stack by four tests: usability, adoption, integration, and measurable business impact
- Name who owns the data, who keeps it current, and who answers for the results
- Recognize what a sustainable stack looks like for lawyers and business development teams, one that adds capacity instead of friction
Can't make the webinar? Register anyway, and we will send you the recording.
Speakers
Cindy Bare
Chief Data and Innovation Officer, FBT Gibbons
Chief Data and Innovation Officer, FBT Gibbons
Jeremy Curran
Solutions Sales Executive, Litera
Solutions Sales Executive, Litera
James Wang
Co-Founder, Postilize
Co-Founder, Postilize
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
Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP
Director, Matter Performance & Service Innovation, McCarter & English LLP
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Litera brings the whole practice of law together on one connected platform, with specialist tools available for the complex work that transactional work requires. Your firm can start with the workflow that matters most today, then add more as your needs grow. It all runs where your lawyers already work, in Microsoft Word, Outlook, the web, Google Workspace, and on iOS.
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