CRM Software for Law Firms

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/