May 9, 2025
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
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Connect with Jared Correia
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Connect with Wendy Wylde