I spoke with a senior paralegal about best practice tips for intake + client service.

Episode Highlights

02:45 - Automations in CRM to filter conversations.

04:04 - The "CRM as ATM" concept for law firms.

06:13 - The importance of cultural responsiveness in client communication.

07:46 - The value of short, effective intake forms.

11:03 - Benefits of outsourcing roles in firms.

12:56 - Effective use of answering services.

16:13 - Importance of metrics and lead tracking.

19:45 - Training clients for law firm communication expectations.

22:15 - Simplifying software usage in law firms.

25:01 - Exploring artificial intelligence in legal practices.

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 Vanessa Reynolds

• gmrodriguezlaw.com

• [email protected]