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Home / Podcast  / 067: 8 Critical Factors for Choosing Your CRM Software with Daniel Miller

Step into the legal tech revolution with Daniel Miller, a brilliant third-generation lawyer with a knack for trailblazing through traditional practice.

On today’s episode of Great Practice, Great Life, Daniel and Steve dissect the seismic shift in managing a law firm by harnessing the power of Customer Relationship Management (CRM) systems. While many lawyers might balk at the words “sales” and “marketing,” Daniel embraces them, sharing their transformative effects on his Brooklyn-based elder law and trusts practice. Drawing from his talk at a New York Bar event, he lays out a roadmap for selecting the perfect CRM, detailing the journey from overwhelming guardianship cases to a more profitable and controlled practice.

Have you ever wondered how a law practice can evolve from old-school to cutting-edge without losing the human touch? This episode peels back the layers of modern client service, highlighting how state-of-the-art practice management software is shaking up client communications. From pre-enlightening clients with DIY videos to automating interactions with a touch of sophistication, we’re covering the ins and outs of making a law firm feel both grand and personal. Daniel Miller shares his secrets on making every potential client feel like they’ve already stepped through the doors of his practice, blurring the lines between traditional gatekeeping and contemporary engagement.

Strap in for the nitty-gritty on streamlining your client onboarding and payment process as we uncover the magic behind questionnaires, e-signatures, and the sweet simplicity of credit card payments. It’s all about creating an impeccably smooth transition for clients from their first click to the final handshake. And if that’s not enough to whet your appetite for innovation, we explore how AI is not just a buzzword but a game-changer in sales and data management.

Join Daniel and Steve as we explore how artificial intelligence is redefining how we convert prospects into loyal clients and revolutionizing how we think about legal sector growth.

In this episode, you will hear:

  • How CRM transformed Daniel Miller’s family law firm during the COVID-19 pandemic
  • The importance of CRM systems for organizing, managing growth, and enhancing client-lawyer relationships from the initial contact
  • Integrating sales and marketing techniques in law practice to convert prospects into loyal clients
  • Using DIY legal practice videos for client pre-education
  • The benefits of automating communications with practice management software
  • Streamlining client intake processes, including questionnaires and digital tools for retainer agreements and payments
  • The impact of AI on sales and data management, along with tools like Lawmatics for structured email communication
  • Insights into converting prospects into committed clients by leveraging technology to improve the efficiency and client experience

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Supporting Resources:

My Great Life® Planner:

Miller & Miller Law Group PLLC:

What to Look for in a CRM and Practice Management Software

Steve Riley

Certified Practice Advisor & Attorney

Steve Riley has coached attorneys for more than 20 years. His one-on-one coaching focuses on a limited number of top producing attorneys committed to taking their practices to new levels of excellence, profit, and personal success. He also presents at group coaching workshops around the country for individual law firms, state bar associations, and other legal organizations.

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