Will Traditional Legal CRMs Become OBSOLETE?

Will Traditional Legal CRMs Become OBSOLETE?

In this episode, Josh discusses his perspective on how AI and advanced technologies in platforms like Google Workspace and Microsoft Office could potentially render general-purpose legal CRMs like Clio and PracticePanther obsolete.

Josh shares insights from his experience in family law and how he's been able to automate numerous tasks using these workstations. He highlights the cost-effectiveness and efficiency of using integrated features like e-signature, custom workflows with AI support, and booking links.

Josh also talks about the niche legal tech tools that will still be necessary and offers examples from his practice to demonstrate these concepts. Tune in to hear his predictions and learn more about his tech-driven approach to legal practice.

Never miss an update on my journey by joining my substack here: https://joshschachnow.substack.com/

00:00 Introduction and Overview 00:36 Balancing Tech and Law Practice 02:19 The Rise of AI in Legal Workspaces 05:25 Cost Efficiency of Google Workspace 07:43 Future of Legal CRMs and AI Integration 09:38 Niche Legal Tech Tools 10:46 Conclusion and Call to Action

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