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For a law firm to be more efficient in handling client information, can CRMs do the job?
If you're looking for CRM software that can help your law firm get more efficient, this episode is for you.
Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.
Highlights