Discover the InterAction & Index Solutions tools to clean and monitor your data
Your firm’s network of contacts is what drives business deals, introductions, and cross-selling opportunities, which is why it’s critical to keep this data up to date.
Studies show that most organizations have alarming percentages of unmaintained or inaccurate data. While LexisNexis® InterAction® has industry-leading tools that house, maintain, and enrich your data, improving the accuracy of your data is essential.
Watch the recording to learn the best practices, tips, and advice on proactively improving the state of your data, how to drive engagement with your lawyers, and leveraging data intelligence to help build more business opportunities.
Let’s continue the conversation
We believe CRM should be a strategic tool that empowers what you do, so let us show you how InterAction can help you:
- Optimize the client experience by embedding the right data in the workflow of your entire firm
- Maximize profitability by uncovering relationship intelligence and tracking opportunities
- Protect your clients and firm by controlling your data
- Empower a data-driven culture by providing automation and optimization of relationship data
About the Presenters:
General Manager, Legal Business Solutions (LBS) at LexisNexis
Brendan has spent the past decade working with a variety of innovative businesses focused on how legal work gets done—from the way it is resourced (Axiom), to the processes and technologies that enable it (Factor), to the analytics that should better inform it (Knowable). At LBS, Brendan oversees sales, marketing, product, business operations, and professional services activity for CounselLink, InterAction, and Juris.
VP of Client Development at Index Solutions / CRM Evangelist at LexisNexis
Scott Winter is VP of Client Development at Index Solutions (Index). With more than a decade of CRM experience supporting professional services, Scott’s focus at Index is solving data quality and accuracy problems for LexisNexis InterAction clients, implementing best practices, and leveraging firm relationships to support business development strategies. After directing InterAction for over 10 years, securing over 70% of the Am Law 100, Scott has transitioned into a new role as CRM evangelist supporting InterAction as the market leader in legal CRM.
Senior Marketing Technology Manager at Akin Gump Strauss Hauer & Feld LLP
With more than 13 years of industry experience, Patty utilizes technology tools to provide guidance and innovative solutions to the daily needs of the marketing and business development department. She manages the implementation, integration, and execution of the firm’s marketing technology stack. Patty currently oversees the email marketing platform, proposal system, website content management system, SEO platform, CRM and ERM systems. She focuses on effectively integrating these tools to work efficiently as a whole to implement a successful workflow for end-users. She engages her team members globally to foster the adoption of these programs through adequate training and the utilization of best practices.
Senior Manager, Marketing Information Systems at Duane Morris LLP
Sheila Mennis is Senior Manager, Marketing Information Systems at Duane Morris LLP, an Am Law 100 law firm with over 850 attorneys in 29 offices across the United States, Europe and Asia. With more than 15 years’ experience in marketing technology, Sheila is responsible for the oversight, implementation and integration of the firm’s experience management, proposal, CRM and ERM systems, as well as the email-marketing platform. She leverages the firm’s marketing technology stack to provide actionable analytics and insight that further the firm’s business development objectives.