Adventures In Legal Tech cover image

Adventures In Legal Tech

CRM Software for Law Firms

Apr 11, 2022
35:38

I talked with Niki Black (MyCase), Sara Bottorff (Lawmatics), and Dan Jacobs (LawRuler) about how law firms can use customer relationship management software in their law practices.

Highlights

  • March Madness: What happened to the NCAA tournament? - 3:05
  • What are the practical effects on operations of law firms focusing more on customer experience? - 5:21
  • Why is it important for law firms to have a dedicated CRM? - 6:46
  • Now that everything on cloud, what tools should or could be integrated with a CRM?- 10:43
  • The common mistakes that law firms are making with their intake processes. - 13:17
  • Path to delight: What does it mean, why is it important, and how can you delight clients? - 17:36
  • How CRM products and CRM features built into other software help law firm increase their conversion. - 19:39
  • How would a law firm use a CRM to automate workflows and how does that help in terms of winning more business? - 21:46
  • Figuring out what your intake strategy is so that you can actually implement it through software. - 23:59
  • The three things law firms can do to supercharge their intake process. - 27:50 Episode Resources
  • Connect with Jared Correia
  • jared@redcavelegal.com
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • Connect with Niki Black, Sara Bottorff, and Dan Jacobs
  • https://www.mycase.com/
  • https://lawmatics.com/
  • https://lawruler.com/ 

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