CosmoLex Webinar Series
Workshop: Beyond the Basics with
CosmoLex CRM and Websites
On-Demand Webinar
Sticking to the basics with your website and CRM could leave your law firm stuck
You’ve got a website and customer relationship management (CRM) in place. But if you’re sticking to the basics and not exploring advanced strategies for connecting with clients, you’re missing out on important opportunities to build relationships and your reputation.
CosmoLex’s free Beyond the Basics with CRM and Websites workshop is designed for law firms that want to get more from their client relationships and online presence.
During this session, experts Scott Clasen and Kalese Warfield will walk you through:
- Advanced CRM techniques: Personalize interactions, automate follow-ups, and use CRM analytics for client insights.
- Creating a compelling digital presence: How an SEO-optimized website integrated with CRM creates a seamless engagement experience.
- Maximizing client retention: Implement tools and strategies to nurture relationships and improve client retention.
This isn’t just a basic overview. You’ll get real-world tips that will make a difference in your firm’s daily operations.
Don’t miss out! Secure your spot now and leave with practical steps that will set your firm apart.
About Our Guest Expert
Scott Clasen is the VP of Marketing for ProfitSolv. With 20+ years of marketing experience, he’s seen the full transition to the digital marketing environment.
Scott was previously the marketing director at TimeSolv, one of the ProfitSolv portfolio companies, where he oversaw growth that resulted in tripling the user base in less than five years.
Scott holds a bachelor’s degree from Gustavus Adolphus College and a Master of Education from the University of St. Thomas.
About Our Guest Expert
What Our Clients Are Saying...
There isn’t anything I don’t like. Easier timekeeping and keeps the books straight because they have to match up…we switched because it includes bookkeeping and timekeeping in one program.
Rebecca Norton | On Point Legal, Louisiana
We needed to find an alternative solution to PCLaw, as we were moving to a cloud-based system. It appeared the employees at CosmoLex had more experience in migrating the data from PCLaw to CosmoLex.
Andrea C. Kryszak | Kryszak & Associates, Co., LPA
Using a third-party platform for accounting didn’t make sense anymore…conflict check approach is good and I like the ability to handle my accounting within the case management software.
Andy Patzig | Patzig Law
