In this episode, Alay and Casita discuss: 

• Why every law firm should consider a CRM.
• Client management systems versus practice management systems. 
• Saving money and simplifying your tools.

Key Takeaways: 

• Look at the different programs you are using and see how you might be able to centralize and simplify your tools. 
• Many, though not all, CRMs will allow you to transition your leads into clients within the same system. 
• Take a look at how much time you’re spending in your law firm and do the math to realize how much time and money you’re losing.
• When you think about automation, you also have to think about what will happen as your team grows.

 

Tweetable Moments:  

• “Simplicity, centralization, and focusing on what matters most to clients – that’s what a CRM can do for you.” —  Casita Simpson
• “Most practice management systems, most of the ones I’ve seen, don’t do a great job of managing leads specifically.” —  Alay Yajnik
• “When you’re already spending money and investing so much time and energy and dollars spent into a case management system, you do want to get the most out of it. ” —  Casita Simpson
• “Automation reduces the likelihood of mistakes.” —  Alay Yajnik

 

About Casita Simpson:

Casita Simpson holds a Bachelor’s in English from FIU and a technical writing certificate. With roots in law firms and a tenure at Crystal Cruises’ legal department, she excels in corporate law and process optimization. Casita spearheaded digital transitions for Virgin Voyages and Crystal Cruises, developing a database for legal documents. Armed with a Paralegal certificate, she aids small to midsize firms in navigating legal complexities and scaling operations. Now, as an entrepreneur, Casita is dedicated to empowering businesses while giving back to her community, combating food insecurity, and supporting charitable causes.

 

Connect with Casita Simpson:

Website: https://simpson-assoc.com/ 

Email: hello@simpson-assoc.com 

Facebook: https://www.facebook.com/simpsonassoc/ 

LinkedIn: https://www.linkedin.com/in/casitasimpson/ 

Instagram: https://www.instagram.com/simpson_assoc/ 

YouTube: https://www.youtube.com/@caslovestech/videos 

 

Connect with Alay Yajnik: 

Podcast: http://lawyerbusinessadvantage.com/ 

One Page Strategic Plan: LawFirmSuccessGroup.com

Email: Alay@YajnikGroup.com

LinkedIn: linkedin.com/in/alayyajnik