Faster Is Better: Building an Experience Database

November 2, 2009

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Presenters

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Christina R. Fritsch, J.D. Business Development

Technology Consultant ClientsFirst Consulting404-249-9914 CF@ClientsFirstConsulting.com

Presenters

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Yolanda R. CartuscielloDirector of MarketingDebevoise & Plimpton LLP212-909-6859ycartusciello@debevoise.co

m

Presenters

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Chris Kraft Senior Director, Product

Management Hubbard One312.873.6855 christopher.kraft@thomsonreuters

.com

Presenters

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Jennifer Klyse Principal ConsultantLexisNexis InterAction(630) 288-2255Jennifer.Klyse@lexisnexis.co

m

Presenters

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Lisa M. SimonChief Marketing OfficerBrownstein Hyatt Farber Schreck,

LLP303-223-1375lsimon@bhfs.com

Presenters

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Monica F. UlzheimerBusiness ManagerSutherland Asbill & Brennan

LLP404-407-5160Monica.Ulzheimer@Sutherland.c

om

Presenters

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Keith WeweDirector of Client Service and

GrowthContent Pilot LLC972.479.9142kwewe@contentpilot.net

Why Build an Experience Database

• Benefits of Having One• Benefits of Automation• Examples of Success

Challenges

• Roadblocks to Avoid• People and Process Issues• Keeping Data Current

Challenges – Capturing Experience

All Client Matter Numbers

All Important Experience

Representative Experience

FeaturedExperience

Time and Billing Records(100,000s)

Profiled Experience in Experience Database (ED)

(1000s - 10,000s)

Experience Selected from ED for use in proposals and web site

(100s -1000s)

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Client Case StudiesTestimonialsPress Releases

Home Page Features(10s100s)

Best Ways to Implement

• Types of Data to Gather• Attorney Involvement• Firm Objectives

Getting Attorneys to Participate• Firm Culture• Using Additional Resources• Collaboration

Resources

• Implementation Costs• Build vs. Buy• Staff and Attorney Time

Recommendations

• Start Small, Get Quick Wins• Executive and Attorney Buy-In• Do Your Homework• Communicate Successes• Manage Expectations

Thank You / Q&A

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