Does automated intake give you agita? If it does, you’re not alone.
Many lawyers fret that automated technology related to intake and CRM systems comes at the expense of the human touch.
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In this episode of “Adventures in Legal Tech,” host Jared Correia speaks with Vanessa Reynolds, the lead paralegal at the Law Offices of Giselle M. Rodriguez, to help you make sense of it all.
Here, she discusses all things intake for law firms.
From Outreach to Intake
How should your automated outreach begin? When should a human step in? What should your intake forms look like? Here, Vanessa provides an overview.
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Getting Started
As the saying goes, you can’t manage what you can’t measure. Here, Vanessa shares some insights.
Hear the Full Conversation
Curious to learn more? Check out this episode below.