Lori Cole - Customer Success Team Member | iHire
iHire
APRIL 1, 2022
Meet your iHire Customer Success Team Member, Lori Cole! Lori leads our Customer Success Team and also plays a key role in new product development.
customer-success-team 
How To Build Your Own LLM Product In 5 Easy Steps With Horace Wu
Above The Law
MAY 12, 2025
Horace shared practical insights into building successful legal tech products, particularly those leveraging large language models (LLMs). To make design partnerships successful, Horace identified three key elements: Expertise. Build The Right Team. The law firm must bring deep domain knowledge to identify critical problems.
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Smarter Patent Family Research: The Tools And Tactics You Need Now
Trending Sources
Developing a Growth Strategy for Your Solo Law Practice: Focus on These 8 Things
Attorney at Work
DECEMBER 9, 2021
As a solo law firm, you are small but mighty — able to run a lean business operation, offer customized and competitive pricing, and outperform your BigLaw competitors through personalized legal services delivery. Elements of Success. To build a great law practice, you’ll need a great support team.
Laws 353
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When Excellence Is a Team Effort, That’s Work Inspired
Attorney at Work
JULY 22, 2021
Today’s law firms need tools that eliminate busy work and keep teams focused on streamlined workflows and client outcomes and results. Reduce inbox congestion, keep lines of communication open, and streamline workflows to improve productivity and inspire your teams’ best work. That’s Work Inspired. NetDocuments PLAN.
Document Review 267
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What is Servant Leadership? The Benefits for Lawyers
Attorney at Work
NOVEMBER 3, 2021
Servant leadership is a management style in which you lead by placing the needs of your team first. That framework creates a clear and sturdy bedrock upon which you can then build a team of strong individuals who are allowed to shine, Lopez Gomez adds. You’ll have greater output, happier employees and a team mentality.
Lawyer 283
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How I Became The Lawyer My Product Team Trusts
Above The Law
MARCH 5, 2025
Heres how I earned my product teams trust by learning the product inside out — and how you can, too. When I started working with a SaaS team, I insisted on using the product myself. Then I shadowed customer support to hear what users complained about. Happier customers and reduced legal risk. The result?
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Find the Best Customer Success Software & Grow Lifetime Customers
The Process Street
DECEMBER 7, 2020
With this small but effective tip, I’ve not only taught you how to get more value out of your phone, but I’ve also given you an example of how customer success works. Now, if I was an organization, I’d want to provide this type of value to my customers on a far larger scale – all of the time.
Contract 132
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Understanding Bankruptcy Software for Attorneys: How It Simplifies Complex Cases
CARET Legal
DECEMBER 30, 2024
While there are some standalone solutions, most bankruptcy software today is legal practice management software (LPMS) with custom templates, forms, and fields designed to streamline bankruptcy case management and documentation. What is Bankruptcy Software? These insights help identify areas for growth and optimize practice operations.
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Calderys’ Blueprint for Faster, Smarter Global SAP Workflows
The Process Street
APRIL 17, 2025
Teams re-entered data across disconnected systems like SAP, leading to errors, delays, and duplicate work. Bottlenecks went unnoticed until customers flagged problems. From duplicate data entry synced systems Before: Teams manually copied order and customer data into SAP daily, slowing operations and increasing errors.
Why Paralegals Should Learn How to Track Billable Time Like a Pro
Paralegal Bootcamp
MAY 5, 2025
Management uses billable hours to measure whether the firm, or more specifically a department or team, has enough work or needs additional staffing. For example, when I was a paralegal manager, if I had a partner come to me from lets say the real estate team and say that they wanted to hire another real estate paralegal.
Paralegals 130
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Equipping the Rural Lawyer for Success
Attorney at Work
JANUARY 18, 2022
The Foundation for Success: Establishing Priorities. Technology as Team and Task Master. If tech-savviness is a concern, nearly all these services are backed by robust software support teams who take on the IT work internally on behalf of users, so independent IT professionals needn’t be engaged. Illustration ©iStockPhoto.com.
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Top Lawyers: Stacey A. Giulianti of the Florida Peninsula Insurance Company On The 5 Things You Need To Become A Top Lawyer In Your Specific Field of Law
The Estrin Report
SEPTEMBER 24, 2021
We are a residential property insurer in the State of Florida, with over 150,000 customers and $63 billion in Total Insured Value (TIV). You are a successful attorney. Which three character traits do you think were most instrumental to your success? Do you think you have had luck in your success? This is not easy work.
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There’s a New Way CS Leaders Should Measure Value Generated
The Process Street
JUNE 30, 2021
This is altering customer expectations and demands, presenting critical challenges for customer success teams globally. To successfully ride this wave of change, Deloitte – and us here at Process Street – believe businesses should rethink how they are measuring value delivered to the customer.
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Customer Success 2.0: The Essential Software Stack to Execute McKinsey’s Model
The Process Street
MAY 31, 2021
Research shows that a 5% increase in customer retention rates can boost profits by 55%. With this in mind, when it comes to customer success , it’s important you play your cards right to retain your customers. But before all, let’s quickly recap the basics, and define the difference between customer success 1.0
Human Resources 105
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Reduce Time Spent on Legal Drafting by 80% to Gain a Competitive Advantage
Attorney at Work
OCTOBER 15, 2021
Each year, the team at Lawyaw talks to thousands of legal professionals who are looking for solutions to the myriad challenges of practicing law in the 21st century. What Are the Keys for Being Successful with New Technology? There isn’t enough time to deal with everything your firm needs to do. Why Choose Document Automation?
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7 Questions to Ask When Auditing Your Customer Success Processes
The Process Street
SEPTEMBER 6, 2021
Bora Lee is the Manager of Customer Enablement at ChurnZero. She is passionate about helping customer success teams succeed by crafting big-picture strategies executed through automated, streamlined processes that put the right data in front of the right customer at exactly the right time.
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How to Manage a Successful CS Transformation to Be More Customer-Centric
The Process Street
JUNE 21, 2021
A recent Deloitte study found a mere 30% of respondents stated customer success was a strategic priority by the board of directors. Only 26% reported official business communications to regularly mention customer success. To respond, organizations need to focus on customer success (CS). Wilburn and H.
Technology 105
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Planning Your Contract Management System
Paralegal Bootcamp
OCTOBER 21, 2021
According to a reference quoted by Wikipedia: “Contract management or contract administration is the management of contracts made with [other entities] customers, vendors, partners or employees. A Knowledgeable Team of Subject Matter Experts. This is why you want a good system and a good team in place. Introduction and Concept.
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4 Customer Success Metrics to Inform Your Product-Led (Expansion) Growth Strategy
The Process Street
AUGUST 2, 2021
In 2021, 76% of surveyed CS professionals said they had a team consisting of more than 10 people. Welcome to the customer success era. In this CS era, business focus is on customer experience. And when it comes to your product, this means to show and let your customer try your offering.
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8 Actionable Ways to Make Your Customer’s Success Milestones Product-Oriented
The Process Street
JULY 26, 2021
According to a 2020 Walker study , 86% of buyers will pay more for a better customer experience. Customer experience is a key brand differentiator, and getting it right can determine the difference between success and failure. That is, you’ll learn how to focus on the customer’s experience when using your product.
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Law Firm Web Design: Which Comes First — Design or Content?
Attorney at Work
APRIL 11, 2022
Do you have a team, an assistant, or you’re “it”? The success of a law firm website design relaunch depends on how you begin and the approach you choose to take. However, assigning design and copy duties to the in-house team may overwhelm their ongoing responsibilities for the firm. Law firm web design is scary.
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Celebrating 1 Million Workflows and Beyond! Inside our Record-Breaking Year at Process Street
The Process Street
DECEMBER 22, 2021
That’s 1 million ways you’re helping us with our mission of making recurring work everywhere fun, fast, and faultless for teams everywhere. Pages is a free-for-everyone knowledge base for your entire team. It’s where nearly all our team communication happens. Same with many of our customers. With the 3.0
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How to Build a Successful Go-to-Market Strategy
The Process Street
MARCH 12, 2021
If successful, a go-to-market strategy will be your salvation and prevent you from failure. Through the course of his career at companies like Twilio , SendGrid , Twitter , Dynamic Signal , and now Process Street , Bryan has noticed what contributes to GTM success. Key steps to building a successful go-to-market strategy.
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Why You Need an Account Health Scorecard Which Measures Customer Health and Yours! (Free Template)
The Process Street
JULY 2, 2021
Companies with a customer-centric account health scoring system enjoy a 95% increase in customer retention. To be more customer-centric, you need an account health scorecard that takes a holistic approach to measure your health and your customers’ health. Why you need an account health scorecard.
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Bring Your Customer Success Out of the Stone Age by Building Your Company’s People Intelligence
The Process Street
JULY 19, 2021
80% of consumers say that customer experience is just as important as the products or services that a company provides. Employees and new hires must have the skills to create positive experiences that bring customers back and get them to spread the word about your brand. How can improving customer service boost your bottom line?
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What Happens When Partners Retire Without a Succession Plan?
CARET Legal
MAY 12, 2025
Law firm succession planning is often overlooked until it becomes urgent. And while succession conversations can be difficult, putting them off only makes the process harder. The goal of succession planning should be to create operational continuity so that clients, staff, and incoming leaders can move forward with clarity.
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Process Street Highway 2021: Welcome to the Future of Process Management
The Process Street
OCTOBER 1, 2021
Everyone involved, from our internal team to the guest speakers did such an amazing job pulling this together, and we’re super proud and excited to share the recordings with everyone. Remote Team Management Secrets with Zapier CEO, Wade Foster. Talking Customer Success Strategies and Tips for Remote Teams with Jay Nathan.
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Get the Most Out Of Your Work Apps with Automations! 4 Free Workflows
The Process Street
JUNE 7, 2021
For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts. How to use Automations to streamline your customer success workflows.
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Building Data-Driven Teams: Focusing On Soft Skills
Above The Law
MARCH 4, 2025
The goal should be building teams that thrive in a complex, dynamic environment. Beyond technical skills, three critical soft skills intellectual curiosity, a spirit of service, and comfort in gray space are essential for building high-performing, resilient data teams in the legal sector.
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Clients Are Spending More on Legal Tech: Can Smaller Firms Keep Up?
Attorney at Work
JANUARY 20, 2022
Legal teams are being pressed to control costs and better respond to changing regulatory and risk management obligations. In addition, automation systems allow firms to create a direct connection to clients via an interview process that accelerates onboarding and custom document creation.
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What Is CX? Increase Revenue by 8% With Optimized CX Flows (+ Free Checklists)
The Process Street
MAY 5, 2021
I do not doubt that an exceptional customer experience plays its part. According to Bain & Company , businesses that invest time and effort to optimize their customer experience (CX) flows, experience above-market revenue growth between 4-8%. How to optimize your customer experience flows. What is CX? What is CX?
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Automated Document Management for Real Estate Law Firms
CARET Legal
JANUARY 10, 2025
By enabling faster transactions, reducing errors, enhancing client satisfaction, and ensuring greater compliance, automated document management optimizes real estate law practices for success in a fast-paced market. Automated Workflows: CARET Legal allows firms to set up custom approval flows for contracts.
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Lawyer Tech Tips: Collaboration Tools
Attorney at Work
AUGUST 27, 2021
Juda Strawczynski: Collaborate in Real-Time With Teams . Microsoft Teams is intuitive, easy to use, and organically increases law firm collaboration. Teams is loaded with collaboration tools. It’s easy to review documents using screen sharing, or share documents via Teams to collaborate and edit in real time.
Lawyer 257
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Must-Have Law Firm Case Management Software Features
CARET Legal
NOVEMBER 3, 2024
Instead of navigating multiple systems, team members can instantly access and collaborate on up-to-date information. A quick search retrieves it in seconds, allowing your team to focus more on billable work and client service. This integration ensures that your team is always prepared for what’s coming next.
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Unlocking Insights with Visual Legal Metric Dashboards
CARET Legal
JULY 29, 2024
This allows law firms to make proactive, data-driven decisions that enhance efficiency and drive success. By monitoring specific productivity KPIs such as billable hours, timekeeper goals, and effective rates, you gain detailed knowledge of how efficiently your team operates.
Legal 105
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The transformative impact of legal technology: Emerging trends shaping the future of in-House legal teams
LawVu
MARCH 31, 2025
As a leading provider of legal technology software, LawVu maintains close contact with our customers and the broader in-house legal community, ensuring we are always aware of emerging trends and able to deliver on our mission, which is to support and accelerate the work of the worlds corporate legal teams.
The Ultimate Process Management Software Buyer’s Guide: How to Choose The Perfect Platform
The Process Street
JANUARY 5, 2022
If you need to manage any kind of recurring work in your team, but aren’t sure what to look for in a process management software, then this guide will give you all of the information you need to help you make sense of the marketplace and make the best decision possible. Signs you need process management software.
Essential Etiquette for Customer Success Communications
The Process Street
JUNE 9, 2021
Jeff Gardner (Director of Customer Support & Success at Intercom in the early days) on customer communications : “It’s got to be easy. Don’t make customers jump through hoops to use your product. You should consider how to tailor different messages for different purposes, mediums, and customer profiles.
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Exclusive: iManage Reveals Details On Its Growth, Lays Out Plans to Further Leverage Gen AI, Partnerships
LawSites
MARCH 13, 2024
Among the most enduring yet dramatic success stories in legal tech is that of iManage , the document and email management company. Among its customers are more than 40% of Fortune 100 companies, 80% of the Am Law 100, major accounting and financial institutions throughout the world, and thousands of smaller, boutique customers, it says.
Data-driven legal leadership – how to elevate your in-house legal function
LawVu
APRIL 21, 2025
However, getting started can be a challenge: identifying the right metrics for your team and business, knowing how to communicate with data, and finding a way to navigate a process that is often burdened with manual work and difficulty accessing data, are common concerns for General Counsel and other legal leaders. A key takeaway?
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How Revenue Operations Can Support & Increase Sales Growth
The Process Street
DECEMBER 8, 2021
For many years, businesses have seen better sales & business performance as a result of dedicated departmental operations managers: Sales operations, marketing operations, customer operations, systems operations, they all work to improve the operational efficiency of their teams.
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How An LPMS Can Double As An In-House Legal Software
CARET Legal
SEPTEMBER 24, 2024
This blog explores how LPMS can serve as a powerful tool for enhancing operational efficiency, reducing costs, and enabling more informed decision-making within legal teams. The software allows for proactive risk management and enables teams to keep track of regulatory changes easily. This leads to significant cost savings over time.
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Top Lawyers: Sheila Murphy of Focus Forward Consulting On The 5 Things You Need To Become A Top Lawyer In Your Specific Field of Law
The Estrin Report
OCTOBER 15, 2021
You are a successful attorney. Which three character traits do you think were most instrumental to your success? I believe organizations that embrace ethics have stronger finances and cultures — and will end up being successful. This same skill also helps motivate and galvanize teams, as well as develop talent.
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LawVu and DWF enter into partnership to maximize value for mutual clients
LawVu
FEBRUARY 24, 2025
The partnership was born out of a shared customer-first approach, and a passion for holistic legal operations. DWF and LawVus complementary solutions and tight working relationship means that legal teams of all shapes and sizes can access the right technology, advice and support they need to thrive.
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