Standardize Task Management with CRM!

If your firm isn’t utilizing a CRM, you’re putting yourself at a disadvantage. Even more, all of these apps have a task management platform built in, which makes it easy for you to standardize the way everyone in the office organizes and completes their tasks. 

Of course, these practice management systems do more than organize your tasks. They can help you organize and track the leads generated by you and your marketing; track the progress you’ve made on their case; and manage billing and intake. 

Basically, they do just about anything you need them to do for your firm. 

Whether you choose Clio, Rocket Matter, PracticePanther, MyCase, or more, you can’t go wrong with these apps. And for even more tips on how to get the most out of your CRM, check out our featured podcast episode where we talk with Clio’s Daniel Steinberg about how to get the most out of your software!

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Spotlight Branding

Spotlight Branding is an internet marketing and branding firm for lawyers. Our goal is to help our clients create an online presence that positions them as a credible expert in their field, keeps them connected with their network in order to stay top of mind and increase referrals, and to become more visible online so prospects can find them!