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Vendor RelationshipsPresented by: Jon Samuel Coleman, Information Technology ManagerBaker, Sterchi, Cowden & Rice, L.L.C.

Sponsored by ILTA’s [Peer Group name][optional date]

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What is the Legal IndustryUnderstanding the Legal Industry

Budgeting processTechnology needsPrivacy and other technical concerns

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Changing technologyVendors as a source of information

Tell me what you knowInformational sessions (breakfast, luncheons, etc.).Webinars

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Are you a good customerCommunicate with your vendors

Respect the vendorBe honest, is this technology that your firm will pursue?Develop realistic expectationsDon’t just think – ‘What is in it for me?’

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The three P’sDon’t be pushy.Be patient.Be prepared.

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Do It RightDon’t oversell a technology solution.Be conservative on the time scope.Give me the best deal the first time.

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Loyal RelationshipsInform us about changes in technology.How is this going to save us money…really.Just because it sounds like a good idea, doesn’t mean we are going to buy it today.

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ReferencesDon’t be surprised when we ask.Legal references are preferred.Similar size and environments d emonstrate understanding.

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No Pop-InsTime is money…really.It works better if we both have a plan.

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A partner asked me to call?Is that true?Don’t name drop.

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CommunicationWhat works best

Phone callE-mailFax???

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What is next?Don’t be shy, tell me what is around the corner.Maybe next year.Is this really right for my firm?