EPISODE · Nov 17, 2022 · 29 MIN
Client Management for Lawyers Using This One Tool with Keith Lee
from Maximum Lawyer · host Tyson Mutrux
When one of your hacks turns into a smashing success … that’s what happened to today’s guest on the podcast. Keith Lee is CMO for a software company called Case Status. Through a phone app or website portal all law firm clients are able to check the status of their cases. Just like online banking.This eliminates roughly 85% of a law firm's inbound phone volume from current clients. With the support of the messaging system, calendaring tasks, reminders, e-signature, and stage levels, clients expectations are set about your firm's work and where everyone is in the process. This is not a case management system, but a client management system that we are talking about in today’s episode. Listen in as Keith goes over the 3 big reasons why you might want to check out Case Status to manage your clients. 01:18 Keith’s journey which a super weird non-traditional, legal career path03:08 Keith’s insights on what mistakes most legal tech vendors make when dealing with law firms and lawyers04:35 Making a career change … 15:06 What is Case Status? And how can it help lawyers? 21:14 What integrations come with Case Status …Jim’s Hack: This week is a mindset shift from short patient’s levels, where if something doesn’t work you quickly jump over to the next thing, TO instead of jumping around — why not try staying the course and see what happens.Tyson’s Tip: A new website and app called Wombo, that takes words you give it and creates art about those words. It could do some fun social media things. Keith Tips: Check out Naval Ravikant, micro podcast series all about his fundamental strategies to build wealth over a long period of time. Listen to this gem in less than 3 hours! Perfect for any business owner. 🎥 Watch the full video on YouTube.Connect with Kieth Lee:Website TwitterMembershipCase StatusResources:Join the Guild MembershipMeet us in San Diego! The final quarterly mastermind of 2022 still has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
What this episode covers
When one of your hacks turns into a smashing success … that’s what happened to today’s guest on the podcast. Keith Lee is CMO for a software company called Case Status. Through a phone app or website portal all law firm clients are able to check the status of their cases. Just like online banking.This eliminates roughly 85% of a law firm's inbound phone volume from current clients. With the support of the messaging system, calendaring tasks, reminders, e-signature, and stage levels, clients expectations are set about your firm's work and where everyone is in the process. This is not a case management system, but a client management system that we are talking about in today’s episode. Listen in as Keith goes over the 3 big reasons why you might want to check out Case Status to manage your clients. 01:18 Keith’s journey which a super weird non-traditional, legal career path03:08 Keith’s insights on what mistakes most legal tech vendors make when dealing with law firms and lawyers04:35 Making a career change … 15:06 What is Case Status? And how can it help lawyers? 21:14 What integrations come with Case Status …Jim’s Hack: This week is a mindset shift from short patient’s levels, where if something doesn’t work you quickly jump over to the next thing, TO instead of jumping around — why not try staying the course and see what happens.Tyson’s Tip: A new website and app called Wombo, that takes words you give it and creates art about those words. It could do some fun social media things. Keith Tips: Check out Naval Ravikant, micro podcast series all about his fundamental strategies to build wealth over a long period of time. Listen to this gem in less than 3 hours! Perfect for any business owner. 🎥 Watch the full video on YouTube.Connect with Kieth Lee:Website TwitterMembershipCase StatusResources:Join the Guild MembershipMeet us in San Diego! The final quarterly mastermind of 2022 still has tickets available! Become a member to purchase your ticket.Subscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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Client Management for Lawyers Using This One Tool with Keith Lee
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