Rachel Shields Williams, the firm’s director of AI and knowledge management, will speak at the Inside Client Intelligence event at the session, “Data-Driven Growth: Maximizing the Value of Your Firm’s Client Information.” Rachel and co-presenter Morgan Llewellyn – AI Practice Director at HIKE2 – will examine how leading firms capture, maintain, and leverage client data to improve proposal generation, analyze historical work and pricing trends, support marketing initiatives, and uncover deeper client insights. Attendees will learn best practices for maintaining CRM accuracy, creating ownership and accountability around data updates, and transforming historical information into a strategic tool that drives stronger client relationships and smarter business.
The Inside Client Intelligence event is hosted by InsidePractice. The event will be held November 4 in Chicago. For more information, visit the event website.