Mastering CRM & Legal Automation | Interview with Kelsey Bratcher
In this episode of the Automated Lawyer Podcast, hosts John Fritz and Dan Schnirbush discuss best practices for CRM and legal automation with guest Kelsey Bratcher, founder of Hired Gun Solutions. Kelsey shares insights on integrating CRM systems, automating client interactions, and the importance of having a reliable follow-up system to manage leads efficiently. Learn about the various CRM tools and tech products that can benefit law firms, as well as tips on implementing these systems to improve client engagement and streamline operations. Don't miss out on valuable advice for enhancing your law firm's performance!
0:00 The Automated Lawyer: Episode 6 - Automating Sales & Marketing with your CRM
00:20 Introduction and Hosts' Catch-Up
01:11 Introducing the Special Guest: Kelsey Bratcher
02:37 Kelsey's Journey to Founding Hired Gun Solutions
03:37 Challenges and Realities of Entrepreneurship
06:17 The Importance of CRM in Legal Practices
13:01 Why Lawyers Need CRM Systems
21:23 Best Practices for Implementing CRM
21:34 Understanding the Client Onboarding Process
23:09 Best Practices for CRM Integration
24:44 Optimizing Phone Interactions
27:37 Streamlining Client Engagement and Payment
32:51 Choosing the Right CRM and Tech Tools
36:34 Tech Tips of the Week
40:24 Conclusion and Contact Information
