Law firms have always understood the value of strong client relationships. Yet even firms with exceptional lawyers and longstanding clients often struggle to deliver consistent, proactive engagement across the institution.
The challenge is rarely legal expertise, it's creating a more coordinated approach to client engagement that connects relationship intelligence, marketing activity, business development efforts, and client experience across the firm.
Many firms still rely heavily on informal relationship management and reactive outreach. While effective at an individual level, those approaches become difficult to scale consistently across larger teams, offices, and client relationships. And when client engagement stalls, so does revenue.
The firms that will win the next decade aren't just doing more, they're doing it with intelligence that compounds over time.
Learning Outcomes:
> Identify the common engagement gaps that prevent strong client relationships from translating into consistent firm growth
> Discuss how leading law firms are connecting relationship intelligence, marketing, and business development to create more proactive client engagement
> Apply a practical framework for scaling coordinated client outreach and relationship management across the firm
The challenge is rarely legal expertise, it's creating a more coordinated approach to client engagement that connects relationship intelligence, marketing activity, business development efforts, and client experience across the firm.
Many firms still rely heavily on informal relationship management and reactive outreach. While effective at an individual level, those approaches become difficult to scale consistently across larger teams, offices, and client relationships. And when client engagement stalls, so does revenue.
The firms that will win the next decade aren't just doing more, they're doing it with intelligence that compounds over time.
Learning Outcomes:
> Identify the common engagement gaps that prevent strong client relationships from translating into consistent firm growth
> Discuss how leading law firms are connecting relationship intelligence, marketing, and business development to create more proactive client engagement
> Apply a practical framework for scaling coordinated client outreach and relationship management across the firm
Speakers

Bob Beach
Senior Director, GrowthTech Evangelist, Litera
Senior Director, GrowthTech Evangelist, Litera

Dayle Hauserman
Manager, Solution Sales Executives, Litera
Manager, Solution Sales Executives, Litera

Sarah Happy
Manager, Solution Sales Executives, Harbor Global
Manager, Solution Sales Executives, Harbor Global
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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