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CRMs for Office Management Success

Webinar Recorded: February 13, 2015
Presented by Audrey Ehrhardt, JD, 
ElderCounsel
Duration: 42 minutes

Topics covered:

  • What is a CRM?
  • 5 Types of Case Management Software
  • Examples of Management Software
  • What Members are Using Who Practice Case Management
  • 4 Steps to Finding or Enhancing the Right CRM for Your Law Firm
    1. Clearly understanding the needs of your firm right now and going forward
    2. Determine Your “Deal Breakers”
    3. Compare and Contrast
    4. Implementation in Your Practice
  • Research Materials
  • Cost and Outsourcing Reception Services

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