Data Quality Best Practices for Law Firm CRMs

Dave Whiteside is the Director of Client Growth & Success at CLIENTSFirst Consulting, a company that provides marketing technology and client intelligence services and solutions across the United States and Canada. With over 30 years of sales and marketing experience, Dave is focused on helping the nation’s top law firms utilize technology to grow their businesses. 

Prior to joining CLIENTSFirst Consulting, Dave worked at Thomson Reuters as a Senior Business Development Specialist. He is currently a well-known speaker in the legal marketing industry and an active participant in the Legal Marketing Association (LMA).

Here’s a glimpse of what you’ll learn: 

  • Dave Whiteside discusses CLIENTSFirst Consulting and its three main lines of business
  • What data is included in a CRM system?
  • Dave shares his process for cleaning up a law firm’s data quality
  • What does a style guide for data look like?
  • How CLIENTSFirst Consulting combines automated tools and human tools to handle data cleanup and maintenance 
  • How involved should attorneys be in keeping a CRM system up-to-date?
  • Dave reveals how CRM systems help lawyers collaborate in the midst of the pandemic
  • The privacy laws and regulations that impact law firms—and how CRM systems help them stay compliant

In this episode…

Before you can conquer the market, you must first understand it. And, what better way to do this than to track and analyze your customer and prospect data? This is the unmatched value of a CRM system. 

As an expert on CRM systems, Dave Whiteside has helped countless firms take their businesses to the next level. With an up-to-date CRM system and well-maintained data quality, law firms can successfully achieve year-over-year growth—and Dave and his team at CLIENTSFirst Consulting are here to help them do just that. 

In this week's episode of Spill The Ink, host Michelle Calcote King sits down with the Director of Client Growth & Success at CLIENTSFirst Consulting, Dave Whiteside. Together, they discuss why lawyers need an up-to-date CRM system, Dave’s process for cleaning up data quality, and how privacy laws can impact your business—and why your CRM system can help. Dave also shares his best practices for maintaining data quality and finding the right CRM system for your firm. Stay tuned.

Resources Mentioned in this episode

Sponsor for this episode...

This episode is brought to you by Reputation Ink.

Founded by Michelle Calcote King, Reputation Ink is a marketing and public relations firm that serves corporate law firms of all shapes and sizes across the United States.

Reputation Ink understands how sophisticated corporate buyers find and select law firms. For the past 10 years, they have helped law firms grow through thought leadership field strategies, including content marketing, video marketing, public relations, lead generation services, and more.

The Reputation Ink team includes former journalists and PR professionals with decades of experience securing coverage in outlets such as The New York Times, The Wall Street Journal, Law360, The American Lawyer, The National Law Journal, and many more.

To learn more visit www.rep-ink.com or email them at info@rep-ink.com today.

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Dave Whiteside

CLIENTSFirst Consulting

 

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