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

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