3min chapter

Technically Legal - A Legal Technology and Innovation Podcast cover image

The Tech Stack Law Firms and Legal Professionals Need to Succeed (Adriana Linares – LawTech Partners)

Technically Legal - A Legal Technology and Innovation Podcast

CHAPTER

The Future of CRMs

The dream is that a potential new client hits your website. They fill out a form and they properly spell their first name, their last name, their email address. Then you reach back out and then inside your CRM because this is actually the intake,. You ask them a few more questions. Are you able to pay? Are you married? Once a birthday? What county did this happen in? And so you're capturing all that information. So I think document assembly is really, it needs to get bigger. It needs to be the next big thing. We have a term of R2 that relates to this captured information.

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