Client Relationship Management
  • Type Certification
  • Level Foundational

Client Relationship Management

Issued by LTC4

To increase business by capturing and sharing client information and activities for marketing and business development.

  • Type Certification
  • Level Foundational

Skills

Earning Criteria

  • Store your client and contact data so that it is secure and accessible. The badge earner must complete an assessment, designed and delivered by the LTC4 member firm, using a competency map listing skills categories, with a passing score of at least 80%.

Standards

American Bar Association
Standard 2.10 on Effective Use of Technology - A provider should utilize technology to support efficient operations and the provision of high quality and responsive services.
LTC4 Core Competency Learning Plan
Create, organize and share data and reports as accurately, efficiently, and securely as possible. Master techniques for preparing discovery data.