How to manage common law firm risks with a CRM – Webianr by Promptr CRM
Promptr CRM | Resource | 6 November 2023
Lunch and Learn 30 minute webinar, 13:30pm, Thursday 30th Nov 2023
Register your place:
https://us06web.zoom.us/webinar/register/WN_5vvMhPyGTwyQvHZt3wb01A
Do any of these scenarios strike a cord with you? An UNHAPPY CLIENT has complained by email to a lawyer – who might be out, or may want to keep it quite…
- How pleased will that client be if you were able to jump on it straight away?
Someone in your firm has received an email that might be thought of as a BRIBE…
- How pleased will your Risk and Compliance team be if they were immediately alerted about this?
You realise you’ve not kept in touch with some of your work introducers…
- Will you have lost some work introductions or their goodwill?
You go to a client meeting and they say “I recently met xyz, your colleague…”
- What will that client think about you for not knowing easy things like that?
After 30 minutes you’ll find out how CRM can help you monitor, manage, and reverse these risks.
About the speaker
Simon McNidder has won two CRM awards, written a book about getting your legal CRM database GDPR compliant, and has nearly 30 years CRM experience, at firms like PwC, Pinsent Masons and Gowling WLG.
He setup Promptr because no lawyer ever says “I want to use a database today”. Promptr is a fully managed CRM service for law firms, so lawyers hardly have to lift a finger. We provide all the software, inbox alerts, support, user training, onboarding, technical help, data updating and user adoption tactics.
An all-in-one package of: Outlook CRM software + alerts + support + processes + data updating
