For a law firm to be more efficient in handling client information, can CRMs do the job?

If you're looking for CRM software that can help your law firm get more efficient, this episode is for you.

Jared welcomes Nikhita Iyar as they talk about CRM software for law firms. Nikhita covers everything from how to choose an ideal client to starting to use AI without eliminating the human touch. She also provides helpful tips on where automation sequences could work and where human intervention should be placed. Finally, she walks readers through what the CRM onboarding process is.

 

Highlights

• What’s Jared and Nikhita’s wild school stories like? - 2:27
• How effective law firms are leveraging technology to get more efficient? - 5:23
• How to choose an ideal client. - 8:38
• Starting using AI without eliminating the human touch. - 16:21
• Where automation sequence could work and where human intervention should be placed. - 19:15
• What is the CRM onboarding process - 24:22 Episode Resources
• Connect with Jared Correia
• [email protected]
• https://redcavelegal.com/
• https://www.linkedin.com/in/jaredcorreia
• https://twitter.com/RedCaveLegal
• Connect with Nikhita Iyar
• https://www.linkedin.com/in/nikhita-iyar-85361680 
• https://www.moxo.com/