Trust the Process (Management): All About the Modern World of CRM with Wendy Wylde

from Adventures In Legal Tech · host Jared Correia, Wendy Wylde

I talked with an implementation consultant about how to best leverage your law firm CRM. Episode Highlights 03:32 - Wendy Wylde's approach to problem-solving. 05:26 - Transition from Lawmatics to independence. 06:33 - From chemistry teacher to legal tech consultant. 09:36 - Importance of starting with simple automations. 11:02 - Overcoming resistance to automation in law firms. 13:47 - Documenting processes for a predictable outcome. 16:46 - The significance of CRMs for law firms. 19:04 - Using data for better firm reporting. 21:40 - Business versus legal-specific CRMs. 23:35 - Standard operating procedures as business assets. 25:05 - Potential AI innovations in CRMs. Episode Resources Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Wendy Wylde https://www.linkedin.com/in/wendy-wylde/ https://matterflowadvisors.com/

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This episode is 29 minutes long.

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This episode was published on May 9, 2025.

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