Why Law Firm CRMs Alone Won't Transform Your Practice: Key Insights (Full Transcript)

Speaker 1: Law firm CRMs. Why all law firm CRMs don't work? Yeah, okay, I'm kind of being facetious and saying this but all law firm CRMs don't work Meaning the CRM itself doesn't do any work. You are required to do the work So I always say when it comes to you know Checking out law firm CRMs or thinking that this new CRM you're considering is going to just change your whole law firm's existence and organizational standards and everything is How do I put this? A fantasy. Okay, because you can look into a lot of these good CRMs, you know, I like Lexicata. I love Salesforce, Microsoft Those are the three highest in demand for lawyers. You have niche ones like Clio You have Zoho, you have my case. Actually Zoho is not niche, my case is but regardless Here's the thing. I want you to understand a CRM augments your system. It does not create it. A CRM augments your law firm's existing internal systems It does not create the systems. The law firms that get the most out of a CRM That should spend the most money on a CRM are the ones who don't need it which is funny because It's the law firms that have such clear systems on here's how we do this part of the intake Here's how we handle this part of the case. Here's how we reach out here. Here's how we do this. Here's how we settle The law firms that have the most clear operating systems can make CRMs Work for their system because their system's already clear You can't bank on a CRM to create your law firm system So this is the one thing to do before you get a CRM or think that a CRM is going to change your life Is get your crap together with your own makeshift organization system. Write it all out. Use Excel spreadsheets or You know We call it where you share Emily where when you share Excel spreadsheets Google Sheets Yeah, use Google Sheets and and make it an interactive tool for everyone on your team so clarify your systems then After you've clarified your systems then Obsess about getting the right CRM if you need help if you feel like you have good systems in place and you need Some help or you just want to talk to us about what what CRM is to consider We've used almost all of them at this point so we can advise you If you feel like you're ready for one, just look into these six. I have notes down here. Look into Lexicata Salesforce, Microsoft, Clio, Zoho, and my case. Those are the six best ones But I will say this before you get a CRM You're probably gonna need more leads and more cases And if you do need more leads and more cases, I want you to go to smbteam.com That's our marketing company's website We do marketing for law firms and we can get you more leads and more cases so you can actually use your CRM So if you're interested in that go to smbteam.com Submit your information and get your free consultation started now Otherwise, we're looking to get the 10,000 subscribers. So please subscribe to our YouTube channel if you found this valuable and leave a comment and we will try to get back to you as quick as We can if you leave a comment, otherwise Don't stress about a CRM until you have your system straight. Stay great