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Evaluating and Vetting the Martech Stack for Law Firms

Nexl

01:00:02

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Law firms are investing more than ever in marketing technology—but not every tool delivers meaningful impact. This session explores how leading firms evaluate, implement, and integrate Martech to drive adoption, ROI, and stronger client experiences.

Join us for a candid, story-driven discussion on what “getting Martech right” really means—covering lessons learned, practical examples, and what’s next for firms evolving their Martech stack.

What You’ll Learn

  • What success looks like before and after implementing new tools
  • How to ensure real adoption among lawyers and business teams
  • Ways Martech can directly improve client service and competitiveness
  • Key metrics for measuring value beyond simple usage numbers
  • Common pitfalls and lessons from firms that have been there before
  • How leadership balances innovation with operational impact
  • Strategies for securing buy-in across the firm
  • How client expectations shape Martech strategies

Speakers

Margot Engel

Margot Engel

Implementation Project Manager @ Nexl

Margot Engel is a highly driven and results-oriented Project Manager with over 18 years of experience in the Asset Management and Legal industries. Adept at bridging the gap between business and technology, she has a proven track record of managing projects and leading diverse teams to successful outcomes. Certified in Prince2 and Agile practices, Margot brings a strategic approach to project management, ensuring that business objectives are met with precision and efficiency.

Recently, Margot transitioned into the tech industry, where she is focused on developing and implementing dynamic solutions that leverage cutting-edge technology to drive innovation and operational excellence. Passionate about delivering profitability and operational success in competitive environments, she is committed to applying her expertise to create meaningful, lasting impact.

Anne Heathcock

Anne Heathcock

Founder @ Heathcock Marketing Consulting

Anne Heathcock is a seasoned law firm marketing and business development leader with over 25 years of experience helping firms elevate their marketing efficiency and outcomes. As Founder of Heathcock Marketing Consulting, Anne partners with law firm marketing and BD teams to create tailored strategic blueprints that leverage technology, automation, and process optimization to solve complex marketing challenges.

Previously, Anne served as Senior Marketing and Business Development Executive at Winston & Strawn, where she led a team of 65 professionals and oversaw firmwide marketing strategy. She spearheaded initiatives including the redesign of winston.com, which increased engagement by 12% in visits and 18% in page views, and implemented cutting-edge technologies such as Nexl for CRM and EMS transformation, Foundation for experience management, and Seismic for sales enablement. Her leadership ensured data-driven decision-making, improved client engagement, and enhanced marketing efficiency across the firm.

Anne’s superpower lies in her ability to integrate people, processes, and technology to drive measurable business results. She is passionate about helping law firms harness innovation to streamline operations, strengthen client relationships, and achieve sustainable growth.

Megan Seybuck

Megan Seybuck

Director of Marketing and Client Service @ Peckar & Abramson

Evaluating and Vetting the Martech Stack for Law Firms

01:00:02

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