When Preston Gates & Ellis merged with Kirkpatrick & Lockhart Nicholson Graham on January 1, 2007, to form Kirkpatrick & Lockhart Preston Gates Ellis, or K&L Gates, each firm had its own business development process and tracking system.
“What we really needed to do in January 2007 was to merge those tools into one manageable system,” says K&L Gates CMO Jeff Berardi. “The key was to make it a much more formal, rigorous process to track and measure what we were doing well and where we could improve.”
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