Trust The Process (Management): All About The Modern World Of CRM With Wendy Wylde Adventures In Legal Tech podcast

Trust the Process (Management): All About the Modern World of CRM with Wendy Wylde

published 2M ago

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I talked with an implementation consultant about how to best leverage your law firm CRM.

Episode Highlights

03:32 - Wendy Wylde’s approach to problem-solving.

05:26 - Transition from Lawmatics to independence.

06:33 - From chemistry teacher to legal tech consultant.

09:36 - Importance of starting with simple automations.

11:02 - Overcoming resistance to automation in law firms.

13:47 - Documenting processes for a predictable outcome.

16:46 - The significance of CRMs for law firms.

19:04 - Using data for better firm reporting.

21:40 - Business versus legal-specific CRMs.

23:35 - Standard operating procedures as business assets.

25:05 - Potential AI innovations in CRMs.

Episode Resources

Connect with Jared Correia
[email protected]
https://redcavelegal.com/
https://www.linkedin.com/in/jaredcorreia
https://twitter.com/RedCaveLegal
www.linkedin.com/in/jaredcorreia/
Connect with Wendy Wylde
https://www.linkedin.com/in/wendy-wylde/
https://matterflowadvisors.com/

168 episodes

#Tech #News #Tech News #Breaking Media #Jared Correia #Law Firm

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Trust the Process (Management): All About the Modern World of CRM with Wendy Wylde

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