Using Data to Optimize the Pitch Process

With all the information law firms take in every day, it can be difficult to keep track of the numbers, who's communicating with whom and much more. Mike Mellor, Founder and President of 742 Advisors, joined the show to discuss how firms can improve their information-gathering processes, which will in turn help attorneys when it's time to pitch clients. One key is creating a centralized database to reduce having to log the same info again and again, but that's not all! Tune in to learn more.