CRM: What’s In It For You?

Still think your small or solo practice can go it alone without a client relationship platform (CRM)? Maybe you don’t have all the facts. From intake to holiday cards to referrals and repeat business, learn how a CRM propels your practice.

Guest Matt Siegel is a serial entrepreneur, attorney, and the CEO of Lawmatics. He believes that a good CRM should free information from “data prisons,” integrate client onboarding, track client data, build relationships, and even manage holiday greetings and follow-ups. It’s all about automation and flexibility, freeing attorneys to do what they do best: practice law.

Stop thinking about being a law firm and start thinking about being a business. You do law, a CRM does client management. Don’t miss this episode.

Got questions or ideas about solo and small practices? Hit us up at [email protected]

Topics:

• A CRM isn’t just for big firms. Solo and small firms can get a big boost from an affordable platform.
• Even after the case is closed, relationships matter. From repeat business to referrals, it’s about staying in touch.
• The smallest details, like sending holiday cards, gobble up valuable, billable hours. Why not have a management system simplify and speed up those tasks?

Special thanks to our sponsors Clio, ALPS Insurance, CallRail, and Practice Made Perfect.

Mentioned in This Episode