In this episode, Rob Patterson of Parkins Lane and Paul Evans of Toro Digital are joined by Steve Tyndall, Director and Founder of Client Sense & NextLegal.

We discuss:

How, for three fundamental reasons, CRMs are not designed for lawyers:

Human nature: lawyers are not salespeople driven by KPIs and sales funnels
Time spent entering data
Ownership of client relationships

Can a CRM be built/implemented around the firm’s practice management system? Are there pitfalls and missed communication and business development data if you do?
The emergence of legal tech providers and how the collaboration between legal tech providers and law firms benefit by identifying and co-developing systems or bespoke solutions to achieve or solve problems. And can one system satisfy the needs for the whole firm?
How relationships with the software provider, and in turn acceptance and longevity of a system, hinges on the relationship with the provider; how do you extract value from the legal tech provider?

Connect with Steve:

On LinkedIn - https://www.linkedin.com/in/steventyndall/
Client Sense website - https://clientsense.com/
Email: steven.tyndall@clientsense.com.au

See omnystudio.com/listener for privacy information.

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