At some point, that Google Sheet stops cutting it.

If your firm is juggling leads across email, legal pads, voicemails, and any other half-baked systems, or wondering why your marketing “isn’t working”, you’re not alone.

This webinar is about that inflection point…when your law firm starts to outgrow its intake process, and how the right CRM can help you scale without chaos.

But this isn’t a pitch for any specific platform. We’re getting into the why, the when, and the how, with honest, practical advice from someone who’s helped law firms clean up their tech stacks and implement systems that actually work.

What You’ll Learn

• What ”CRM readiness” looks like (hint: it starts with your people and process)
• What foundational steps you need before choosing one
• What “better” looks like once the system is in place

No fluff. No sales pitch. Just experience-backed guidance you can act on.

Who Should Attend

• Solo and small firm owners looking to grow
• Ops-minded partners evaluating new tools
• In-house marketing and intake team members
• Anyone tired of duct-taping together systems that don’t talk to each other

Don’t Let Tech Hold You Back

You don’t need to be a systems expert to make smarter decisions about your firm’s growth, but you do need to know what questions to ask.

This session will help you cut through the clutter, skip the sales noise, and walk away with some clarity. If you’re building something bigger, this will be time well spent.

Grab your seat now. We’ll see you there.