CRM Software for Law Firms

Do law firms need to upgrade their tools and software? What’s the best option to use?

Jared welcomes Nick Werker, Cain Elliott, and Matt Spiegel to talk about CRM software in the legal industry. Each of the guests shared their inputs and thoughts about why it’s taking law firms to start using CRMs. They also discuss the best pathways and used phases for the software and what are their favorite KPIs that law firms should start looking at.

Highlights

Who today’s guests are. - 1:19 The appropriate time to start listening to Christmas music. - 3:08 Why does it take people so long to start building front office software? - 5:29 Nick’s thoughts on why it took so long in the legal space. - 9:19 What’s the best pathway? - 14:38 The other used phases for CRM. - 21:01 Value of automations to law firms. - 27:16 Favorite KPI that law firms should be looking at. - 33:58


Episode Resources www.answeringlegal.com  www.lawmatics.com  www.filevine.com  Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal