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Adventures In Legal Tech: Master Of The CRM Universe – Above the Law

Does
automated
intake
give
you
agita?
If
it
does,
you’re
not
alone.

Many
lawyers
fret
that
automated
technology
related
to
intake
and
CRM
systems
comes
at
the
expense
of
the
human
touch.

In
this
episode
of
“Adventures
in
Legal
Tech,”
host
Jared
Correia
speaks
with
Vanessa
Reynolds,
the
lead
paralegal
at
the
Law
Offices
of
Giselle
M.
Rodriguez,
to
help
you
make
sense
of
it
all.

Here,
she
discusses
all
things
intake
for
law
firms.


From
Outreach
to
Intake

How
should
your
automated
outreach
begin?
When
should
a
human
step
in?
What
should
your
intake
forms
look
like?
Here,
Vanessa
provides
an
overview.


Getting
Started

As
the
saying
goes,
you
can’t
manage
what
you
can’t
measure.
Here,
Vanessa
shares
some
insights.


Hear
the
Full
Conversation

Curious
to
learn
more?
Check
out
this
episode
below.