Human Touch: How CRM Softwares Offer Law Firms The Best Of Both Worlds
You, too, can manage rote tasks with technology while strategically mixing in manual processes. Here's how.
Law firms tend to err on the side of high-touch intake pipelines.
Of course, that takes a hell of a lot of effort. And money.
Oftentimes, it’s easier to manage rote tasks and follow-ups using technology. But it’s OK to mix in manual processes, too — every now and then, for effect.
Doing so strategically is the key, and customer relationship management software allows law firms wide latitude in combining automated and manual tasks effectively.
Nikhita Iyar of Moxo joined us for this episode of the Non-Eventcast, to talk about how a lead management tool is a necessity for modern law firms.
But first, we swapped crazy stories about our school days (2:27).
Next, Nikhita offered some advice on how to define target clients (8:38), before suggesting that law firms start with an understanding of automated solutions, before opting for manual processes (16:21).
Nikhita also addressed where automated tasks are most effective (19:15). Then, we discussed what onboarding a CRM is like (24:22).
So, if you’ve still got your administrative personnel working the rotary phones for client followup, consider an upgrade.
(And, even if you think you’re pretty darn tech-savvy already, there’s still much to be learned about law firm intake, grasshopper.) Join us for the show. And while you’re here, feel free to check out our free CRM buyer’s guide to see how transformative an upgrade can be.
Jared Correia, a consultant and legal technology expert, is the host of the Non-Eventcast, the featured podcast of the Above the Law Non-Event for Tech-Perplexed Lawyers.
