Delight Your Customers – How to Leverage Client Portals

Traditional methods of managing and tracking client engagement can be cumbersome and prone to errors for IP law firms. Client communication can get lost, errors can be made to sensitive IP data, and tasks difficult to track.

A Client Portal can strengthen collaboration, delight your customers, and differentiate your firm. This webinar covers tips to get started and then how to maximize a Client Portal.

Specific topics discussed include:

• Getting started – tips to consider
• Auditing IP tasks and improving processes
• Tracking key pieces of information and categorizing client portfolios
• Enriching and keeping client data safe
• Giving your clients a personalized experience with your brand