Share

cover art for CRM vs. Practice Management Software and Why You (Probably) Need Both

Law Firm Growth Podcast

CRM vs. Practice Management Software and Why You (Probably) Need Both

Ep. 135

>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.

Resource Links:

  • Got leads? Learn how to turn them into clients with our Double Your Case Files Masterclass
  • Get access to Close Your Next Consultation training and other valuable resources when you join our Facebook group
  • Estate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0

Most attorneys know and understand that they need a very specific process within their firm…

One that moves somebody from a prospect to a paid client. For example…

CRMs easily allow you to manage prospect relationships before they sign on, but after they become a client…

Their relationships are best nurtured using practice management software.

CRM and practice management are so different that using only 1 for both creates friction in your firm.

What are the differences between them, anyway?

You can quickly understand why these systems (when used separately) can significantly boost your firm’s efficiency in this week's episode.

In this week’s podcast, Jan discusses why your CRM should be different from your practice management software, along with the differences between these two types of software.

There’s much more to learn in this episode about scaling your firm, so tune in now!

In this episode: 

  • 1:16 - The purpose of a CRM
  • 3:13 - Why your CRM should be different from your relationship management software
  • 6:17 - How to acquire enough data to move forward with prospects who aren’t clients yet
  • 10:12 - Double your case files micro course
About Our Host:

Jan Roos is the founder and CEO of CaseFuel agency, which helps law firms generate revenue through pay-per-click advertising. He is a legal marketing expert and is the author of the bestselling book, Legal Marketing Fastlane. It talks about PPC lead generation, a technique used to generate client leads for big and small practices.

If you liked this episode, please don’t forget to subscribe, tune in, and share this podcast.



More episodes

View all episodes

  • 276. How to build a multimillion dollar practice and give it all away with Doug Wood

    35:58||Ep. 276
    How to build a multimillion dollar practice and give it all away with Doug Wood>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 275. Accessing Top Quality Talent in Canada with Laura Tolhoek

    31:41||Ep. 275
    Accessing Top Quality Talent in Canada with Laura Tolhoek>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 274. Using Database Reactivations for Instant Cash

    11:39||Ep. 274
    Using Database Reactivations for Instant Cash>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 273. How to Help Clients Going through Grief with Krista St. Germain

    31:07||Ep. 273
    How to Help Clients Going through Grief with Krista St. Germain>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 272. How to Double Dip on Your Clients with Cross Sells

    11:02||Ep. 272
    How to Double Dip on Your Clients with Cross Sells>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 271. Conversion Copywriting to 3X Adwords Results with Mary Blackiston

    28:11||Ep. 271
    Conversion Copywriting to 3X Adwords Results with Mary Blackiston>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 270. Scaling like a Fortune 500 with Simon Severino

    30:06||Ep. 270
    Scaling like a Fortune 500 with Simon Severino>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 269. Scaling to 40 Employees in an "Impossible" Practice Area with Jonathan Melmed

    30:58||Ep. 269
    Scaling to 40 Employees in an "Impossible" Practice Area with Jonathan MelmedJonathan Melmed, founder of Melmed Law Group, has dedicated his entire professional career exclusively to high-stakes employment litigation, representing workers across California and beyond. Over the past decade, Jonathan has served as lead counsel or co-lead counsel on hundreds of class and representative actions, including numerous multi-million-dollar cases, several of which have settled for eight-figure amounts. Jonathan has also been a champion for the rights of disenfranchised workers who have been victims of unlawful discrimination, sexual harassment and assault, illegal terminations, and whistleblower retaliation.https://www.melmedlaw.com/>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0
  • 268. How to Grow Your Law Firm Using Podcasts with Traci DeForge

    34:51||Ep. 268
    How to Grow Your Law Firm Using Podcasts with Traci DeForge>> Get the newest LFG episodes delivered to your inbox when you Sign Up for our Newsletter.>> Get the new book beyondintakebook.comResource Links:Fast track your marketing efforts while avoiding common marketing mistakes in our new trainingEstate planning attorney? Stop guessing how to get results from online ads and grow your firm with our client-generating Seminar 3.0