Michael Warren
Vice President, Client Development and Intake Practice
Wilson Allen
Michael Warren, Wilson Allen’s Vice President of Client Development and Intake Practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them. He is the co-founder of Stanton Allen, which merged with Wilson Legal Solutions in 2018 to form Wilson Allen. Previously, Michael worked with LexisNexis focusing on InterAction projects and with Tikit in data client services.
Recent Content
Webinar
CRM Transformation Series, Part 4: Firm CRM Adoption
In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.
Our experts will discuss a variety of topics:
- Identifying the adoption dilemma and understanding how it manifests
- Digging into the science of change management to build a compelling CRM adoption and communications strategy
- Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it
CRM Transformation Series, Part 4: Firm CRM Adoption
In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.
Our experts will discuss a variety of topics:
- Identifying the adoption dilemma and understanding how it manifests
- Digging into the science of change management to build a compelling CRM adoption and communications strategy
- Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it
Webinar
CRM Transformation Series, Part 1: Sizing Up the Legal CRM Landscape
Law firms are under enormous competitive pressure, today more than ever. Spending on legal services has continued to go up but spending on outside counsel has been largely flat. To be competitive, law firms need to get much smarter and more diligent about the business they pursue by making intelligent data-informed marketing decisions. But not all CRM systems can help companies do this effectively – and many firms are considering changing or supplementing what they already have.
In part one, we’ll review the following points to keep in mind before making a decision:
- Attainable goals and what you can hope to accomplish through CRM transformation
- What solutions are in the marketplace
- How these solutions compare
Legal CRM Webinar Recap: Combining Technology and Data to Improve Performance
In the final installment of a four-part webinar series, subject matter experts from Intapp and Wilson Allen share industry best practices around legal CRM implementations, offering practical tips to align law firm people, processes, and data with client needs to drive growth.
Webinar
Legal CRM: Practical tips for aligning with client needs to drive growth (Part 1)
From the top down, law firm leaders are under increased pressure to deploy strategies to drive growth. To succeed, firms need a deep understanding of clients and the ability to anticipate shifts in demand. Business development and marketing teams are being increasingly tasked with providing the firm with these insights while continuing to respond to RFPs quickly, organize highly targeted events and webinars, and showcase practices to build the firm’s brand.
Watch part 1 of this 4 part webinar series to see how firms can meet the objectives of all key stakeholders by making small but important changes in how the firm uses CRM.
We’ll provide practical answers to questions such as:
- How can your firm make the best use of people, processes, and data to successfully align the business with client needs?
- What are some best practices, transforming practice, sector, business development, and marketing teams?
- What data, metric, and capabilities are needed to effectively support your lawyers and, ultimately, your clients?
Webinar series info:
Legal CRM: Bringing your technology stack together to improve business performance (Part 4)
While many firms have a common goal in mind – connecting with clients in ways to drive growth – the journey to accomplish this goal is anything but common. Every firm has hurdles to overcome – from data quality issues to siloed systems and teams. Learn how your firm can overcome its challenges by joining us in this webinar series.