Apr 11, 2022
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/