In this episode of "The Free Lawyer" podcast, host Gary interviews Casita Simpson, founder of Simpson Associates LLC and expert in law firm systems and automation. Casita shares her journey from paralegal to operations consultant, highlighting common inefficiencies in law firms and the transformative impact of centralized systems and automation. They discuss how to choose the right case management tools, overcome resistance to change, and implement practical steps to streamline operations, improve client experience, and boost profitability. Casita encourages firms to start small, embrace technology, and continuously improve their processes.The Problem: Disorganization in Law Firms (00:03:22 ) 

The Solution: Implementing Systems & Automation (00:06:10 ) 

Pushback & Cost of Inefficiency (00:09:04 ) 

Common Inefficiencies in Law Firms (00:10:39 ) 

Why Lawyers Resist Automation (00:12:38 ) 

Choosing the Right Case Management System (00:14:34 ) 

Mistakes in Implementing New Systems (00:17:43 ) 

Process of Working with Casita (00:20:03 ) 

Quick Wins Without New Technology (00:22:36 )

First Steps for Firms Getting Organized (00:23:41 ) .

How Systems & Automation Enable Scaling (00:25:14 ) 

Measuring Success of Implemented Systems (00:26:39 ) 

How Quickly Results Are Seen (00:28:06 ) 

Overcoming Fear of Change (00:29:04 ) 

Personal Example of Trying Something New (00:32:42 ) 

Casita Simpson, featured in Legal Management Magazine, is a sought-after speaker, CRM Consultant, and the founder of Simpson & Associates LLC, a virtual operations hub. Casita is a Systems and Automations Queen who helps service-based businesses (law firms, doctors, real estate agencies, financial practices, nonprofits, and more.) patch the leaks in their operations, untangle disorganized processes, and eliminate time-sucking manual tasks. By streamlining internal systems and automating daily operations across marketing, sales, HR, and administration, she closes costly gaps from a lead's first touchpoint to client delivery, that drain time, money, and team morale so businesses can scale efficiently and confidently.Would you like to learn what it looks like to become a truly Free Lawyer? You can schedule a courtesy call here: https://calendly.com/garymiles-successcoach/one-one-discovery-call

Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free