The National Creditors Bar Association Law Practice Management Blog

Lots of attorneys I talk to want to avoid automation – not because they lack understanding about its effectiveness; rather,  it’s  because they want ‘high-touch’ customer service.     In other words, they want to be able to communicate with their  leads  and clients directly.     What if I told  you   you  could  h ave  both ?     A great law firm process,  is like a symphony, with individual movements .   The way to have high-touch  and  automation,  is to save the high-touch   work for your   third  movement, in each phase.     Here’s  how it works.     Your first  movement  is to make a request from a lead or client .   Your next  movement  is to apply a set of  automations .   Your final (third) movement,  i s  to  followup  personally, if the automation  fails  to ...

I’m not even exaggerating a little bit , when I say that, one of the reasons I left law practice was we could never find anything !  That was because, when I started out as a lawyer, paper files were still the norm .  Now , relational databases were available – they just weren’t in vogue yet.     Today , there’s no excuse for avoid ing the us e of relational databases in law practice.   I remember trying to screw around with Microsoft Access databases, back in the day .  These days, there are some great off-the-shelf, fully-formed products that you can lean on, to help you organize your law office .  At this point, most law firms have deployed a case management software, or law practice management software .  That’s how you corral your client matters .  However, far fewer law firms have adopted and implemented a customer relationship management software (CRM), which offers similar functionality for leads .  If you are missing...