From Data Steward to Tech Leader: Kelly Sweeney on CRM, AI, and Legal Marketing

In legal marketing, tech is no longer just a support function—it’s the engine driving personalization, growth, and smarter strategy.

In the latest episode of The Pursuit Desk, Jason Noble sits down with Kelly Sweeney, Senior Manager of Marketing Technology, for a wide-ranging conversation on the evolution of legal martech, the rise of AI, and why clean data still rules.

Kelly shares her journey from early days as a data steward to leading major CRM and DealCloud implementations—and the mindset shift it takes to move from back-office tech to strategic enabler.

You'll hear Kelly and Jason discuss:

• Why marketing data is the "fast fashion" of BD—and how to make it sustainable
• The challenge of information hoarding in law firms (and how to beat it)
• The real power of AI: crafting client-ready narratives, not just dashboards
• How to align marketing tech with BD goals (and lawyer trust)