We will explain what a Client Relationship Management (CRM) system is and explore different ways to set them up. Once establishing the value of a CRM, we will explain how they can be helpful to avoid conflicts of interest, track leads and manage clients. We will share examples of technology that can be used to create a CRM.

We will connect CRMs to the following aspects of professional development:

Complying with client identification and verification requirements
Recognizing and being sensitive to clients’ circumstances, special needs, and intellectual capacity (e.g., multi-cultural, language, gender, socioeconomic status, demeanour)
Using conflicts checking systems
Understanding the business of law, including financial considerations, client development and strategic planning
Technology in a law or legal services practice, including considerations related to security of information, productivity and efficiency

Once we lay the groundwork, we will explore a variety of no-code automations you can use to take your CRM to the next level.

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