16. Leveraging Firm Experience to Better Win New Business with Katie Munroe The Pursuit Desk

When Katie Munroe first arrived from Covington & Burlington in
her new role as Chief Marketing Officer for Zuckerman Spaeder, her top priority was bringing in new business as well as expanding existing business by better understanding the firm’s clients and better positioning each lawyer for success. 

 

The challenges she faced, however, are ones with which many firms
struggle including the challenges of maintaining accurate records of lawyers’ experience, and how to improve efficiency and security when experience data is managed with Microsoft tools such as Excel.

 

Tune into this episode to learn about the detailed process
discipline Katie brought to Zuckerman, how she measures success of those processes, and the tangible business benefits she is seeing flow through the firm by adopting ikaun’s experience management technology.

 

We also have some fun discussing the future of generative AI for
legal marketers and her thoughts on how to proceed with caution.