There may be no client relationship management project quite as challenging as data migration and de-duplication. If approached without a plan, it can be a daunting, seemingly endless task that drains firm resources. But in reality, data quality isn’t a task — it’s an ongoing project.
Three law firms tackled these issues, and learned valuable lessons, during recent rollouts of ContactEase, a client relationship management program from Cole Valley Software (www.colevalley.com). Each firm took a very different approach, and their experiences offer many lessons:
- Detroit-based Clark Hill, with 180 attorneys, 147 support staff, and five offices.
- Ulmer & Berne, with 185 attorneys, 250 support staff, and four offices, headquartered in Cleveland.
- Omaha’s Baird Holm, with 75 attorneys, 75 support staff, and one office.
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