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CRM News: Potter Clarkson LLP to implement OnePlace Client Lifecycle Management

Added on the 11th Jan 2018 at 10:47 am
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Potter Clarkson LLP, one of the largest full service IP practices in Europe, has selected the OnePlace Client Lifecycle Management (CLM) solution to boost the firm’s marketing and business development activities and deliver deep client insight for the leadership team.

Headquartered in Nottingham, UK and with further offices in Germany and Sweden, Potter Clarkson decided to introduce a CLM system to consolidate all client data in one central repository and support the marketing and BD teams’ client engagement activities. Top priorities for the firm were streamlined processes for list and events management, enabling GDPR compliance as well as delivering timely management reporting. In a focused selection process, Potter Clarkson identified the value of OnePlace’s extensive capabilities, its modern technology platform and a proven, low-risk fixed price approach to deployment.

Potter Clarkson plans to roll out OnePlace in a phased project that allows a core group of key users to test and fine-tune aspects of the configuration and processes before introducing the system to a wider audience, followed by a firm-wide roll-out. As part of the implementation, OnePlace will be integrated with the firm’s practice management system, Aderant Expert, and the e-marketing tool MailChimp.

“We decided to work with OnePlace because they demonstrated a deep understanding of how we as a law firm operate,” said Susannah Saywood-Alleyne, Head of Marketing and Communications at Potter Clarkson. “This is clearly reflected in their very comprehensive product. We’re confident to have selected a solid foundation for our new business and client development plans.”

“We’re excited to welcome Potter Clarkson to the continuously growing number of OnePlace clients,” commented Tim Smith, CEO at OnePlace. “The pressure on firms to maintain growth in static market conditions makes it even more important to manage their client engagements and relationships effectively. We’re dedicated to helping our clients achieve this.”

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