Watch Beth Huffman, managing director at Poston Communications, in conversation with Chris Fritsch, CRM and data quality success expert, as they explore how law firms can align CRM strategy with firm growth objectives.

In this practical, forward-looking discussion, they examine how leading firms are strengthening CRM foundations while preparing for what’s next — from smarter data governance to emerging technologies shaping business development and client expansion.

In this session, you’ll learn:

• How to conduct essential annual CRM checkups to protect data quality, compliance and system health.
• Best practices for CRM architecture, workflow optimization and driving user adoption.
• Ways firms are using analytics to turn static data into actionable intelligence.
• What emerging trends — including AI-driven insights and predictive client journeys — mean for BD teams.
• Practical steps to transform your CRM from a system of record into a true growth engine.

Drawing on decades of experience guiding professional services firms through complex CRM transformations, Chris shares practical insight grounded in what works — along with real-world examples and strategic takeaways you can apply immediately.

About Poston Playbook
A forward-thinking webinar series designed to equip legal marketers with cutting-edge strategies in business development, marketing, leadership, crisis management and communications to fuel firm-wide growth.