Why Your Law Firm's CRM Isn't Working (And What To Do About It) скачать в хорошем качестве

Why Your Law Firm's CRM Isn't Working (And What To Do About It)

Many law firms make one critical mistake when setting up their legal CRM systems and I’ll show you how to deal with it. Want to help with implementing and building the right CRM for your law firm? Book a call with us here: https://calendly.com/d/crgj-wj3-64r Get access to the CRM Board I used in the video by joining my free Legal Automation Community: https://www.skool.com/swans/the-1-mis... (only for law firm owners and managers) The best legal CRM for law firms isn't the one with the most features, it's the one your legal team actually uses. This means building your law practice management system around your firm's actual client processes, not around available software features. If your law firm automations keep breaking and your legal CRM feels like more work to deal with, you're probably making one critical mistake. It's not choosing the wrong CRM software - it's trying to build it without a clear strategy for your law practice. Most legal software vendors show you where all the buttons are and what features exist, but nobody asks the right questions: What do you want your law firm CRM to do today, next month, or next year? Who will be responsible for maintaining the system? What's currently not working in your client intake process? In this video, I walk you through a complete CRM transformation using a real law firm example. You'll see exactly how we solved common problems that plague law firms when managing prospects and clients: Potential clients not getting followed up with consistently Tasks not being completed by lawyers and staff Incomplete client information collection requiring multiple follow-ups Late intake forms and engagement agreements Inefficient conflict checking processes for attorneys or your intake team Poor prospect-to-client conversion rates ✅ What you'll learn: Why most CRM implementations fail and how to avoid common pitfalls The complete end-to-end system we built for a real law firm client How to automate lead capture, qualification, and follow-up processes Setting up automated conflict checking and consultation scheduling Creating seamless engagement agreement generation and client conversion Building processes that work across different practice areas and billing models Timestamps: 0:00 - Intro 02:15 - Common Challenges Law Firms Face with CRMs 03:25 - Initial Contact 04:09 - Basic Intake 05:15 - Consultation Scheduling 06:00 - Post-Consultation 06:50 - New Paying Client #legaltech #lawfirmautomation #legaltechtools #lawtech #lawyers #legalworkflow #lawfirmoperations #CRM #lawmatics ================================== I'm Martin Kravchenko, CTO at a Law Firm Growth company dedicated to helping law firms like yours save time, increase productivity, and scale effectively using legal tech and automation. ⚖️Want to learn how to grow your law firm? Visit: https://swans.co/ 📚Join our FREE online Legal Tech community: https://www.skool.com/swans (only for law firm owners and managers) ================================== Find me on Facebook:   / martin.kravchenko.0   LinkedIn:   / martinkravchenko   TikTok:   / martin.kravchenko