A lot of law firms have adopted law practice management software, in order to more effectively manage their clients, but attorneys still pay very little attention to managing leads.
Even so, law firms that track and follow up with leads more effectively close more business.
So, what gives? The fact is that most lawyers don’t understand how CRM software works.
In the latest Non-Eventcast, host Jared Correia discusses what CRM software is and does with Erik Bermudez, Vice President of Strategic Partnerships at Filevine.
The conversation includes the biggest challenges law firms face and real life examples of how your firm can maximize lead engagement — and ultimately win more business.
Highlights
- CRM: Customer Relationship Management Software – 1:40
- What allows a CRM – 2:05
- CRM are cloud-based – 2:22
- A lot of law firms are not using CRMs – 2:55
- One of the biggest challenges that they have – 4:18
- Having a CRM in place – 7:19
- How legal operates – 10:13
- Managing your leads better – 13:45
Jared Correia is the host of the Non-Eventcast and the author of the Legal-Tech-to-English Dictionary. He is the CEO of Red Cave Law Firm Consulting and the COO of Gideon Software, Inc.
