Trust the Process (Management): All About the Modern World of CRM with Wendy Wylde

I talked with an implementation consultant about how to best leverage your law firm CRM.

 

Episode Highlights

03:32 - Wendy Wylde’s approach to problem-solving.

05:26 - Transition from Lawmatics to independence.

06:33 - From chemistry teacher to legal tech consultant.

09:36 - Importance of starting with simple automations.

11:02 - Overcoming resistance to automation in law firms.

13:47 - Documenting processes for a predictable outcome.

16:46 - The significance of CRMs for law firms.

19:04 - Using data for better firm reporting.

21:40 - Business versus legal-specific CRMs.

23:35 - Standard operating procedures as business assets.

25:05 - Potential AI innovations in CRMs.

Episode Resources

• Connect with Jared Correia

• jared@redcavelegal.com 

• https://redcavelegal.com/ 

• https://www.linkedin.com/in/jaredcorreia 

• https://twitter.com/RedCaveLegal 

• www.linkedin.com/in/jaredcorreia/ 

• Connect with Wendy Wylde

• https://www.linkedin.com/in/wendy-wylde/ 

• https://matterflowadvisors.com/