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Law Firm Growth Podcast
CRM vs. Practice Management Software and Why You (Probably) Need Both
Ep. 135
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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
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.
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