This document discusses building an experience database to capture a law firm's client experiences. It notes the benefits of having an experience database and keeping the data current. Challenges include getting attorney participation and capturing all relevant experience given the volume of data. Recommendations include starting small, gaining executive and attorney buy-in, communicating successes, and managing expectations. The presenters then took questions from the audience.

1. Faster Is Better:
Building an Experience Database
November 2, 2009
1

2. Presenters
Christina R. Fritsch, J.D.
Business Development Technology
Consultant
ClientsFirst Consulting
404-249-9914
CF@ClientsFirstConsulting.com
2

3. Presenters
Yolanda R. Cartusciello
Director of Marketing
Debevoise & Plimpton LLP
212-909-6859
ycartusciello@debevoise.com
3

4. Presenters
Chris Kraft
Senior Director, Product Management
Hubbard One
312.873.6855
christopher.kraft@thomsonreuters.com
4

5. Presenters
Jennifer Klyse
Principal Consultant
LexisNexis InterAction
(630) 288-2255
Jennifer.Klyse@lexisnexis.com
5

6. Presenters
Lisa M. Simon
Chief Marketing Officer
Brownstein Hyatt Farber Schreck, LLP
303-223-1375
lsimon@bhfs.com
6

7. Presenters
Monica F. Ulzheimer
Business Manager
Sutherland Asbill & Brennan LLP
404-407-5160
Monica.Ulzheimer@Sutherland.com
7

8. Presenters
Keith Wewe
Director of Client Service and Growth
Content Pilot LLC
972.479.9142
kwewe@contentpilot.net
8

9. Why Build an Experience Database
• Benefits of Having One
• Benefits of Automation
• Examples of Success

10. Challenges
• Roadblocks to Avoid
• People and Process Issues
• Keeping Data Current

11. Challenges – Capturing Experience
All Client Matter Numbers Time and Billing Records
(100,000s)
Profiled Experience in
All Important Experience Experience Database (ED)
(1000s - 10,000s)
Representative Experience Selected from
Experience ED for use in proposals and web site
(100s -1000s)
Featured Client Case Studies
Experience Testimonials
Press Releases
Home Page Features
(10s -
100s)

12. Best Ways to Implement
• Types of Data to Gather
• Attorney Involvement
• Firm Objectives

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

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

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

16. Thank You / Q&A
16