Mar 18, 2024
I talked with a data management consultant about how to leverage law firm intake management technology, while keeping clean data sets.
Episode Highlights
03:49 The importance of good and reliable data for lawyers, its
role in law practice, and common mistakes around data
management
04:32 How law firms are dealing with data handling
12:20 CRM and Enterprise Relationship Management and the need for
automation in contact capture
17:04 The involvement of AI
19:24 Successful data management in a top law firm, utilizing
multiple data stewards
21:34 Various types of data and their roles maintained by data
stewards
23:40 The difficulties in getting law firms to utilize technology
effectively
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 Chris Fritsch
- https://clientsfirstconsulting.com/
- https://www.linkedin.com/in/chrisfritsch