Master of the CRM Universe: A Paralegal's Perspective on Intake & Customer Service with Vanessa Reynolds
Update: 2025-10-31
Description
I spoke with a senior paralegal about best practice tips for intake + client service.
Episode Highlights
02:45 - Automations in CRM to filter conversations.
04:04 - The "CRM as ATM" concept for law firms.
06:13 - The importance of cultural responsiveness in client communication.
07:46 - The value of short, effective intake forms.
11:03 - Benefits of outsourcing roles in firms.
12:56 - Effective use of answering services.
16:13 - Importance of metrics and lead tracking.
19:45 - Training clients for law firm communication expectations.
22:15 - Simplifying software usage in law firms.
25:01 - Exploring artificial intelligence in legal practices.
Episode Resources
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Connect with Jared Correia
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Connect with Vanessa Reynolds
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