Why Most Law Firms Buy the Wrong CRM And How to Choose the Right One With Robert Williams

In this episode of the Pareto Legal Podcast, Bo Royal sits down with Robert Williams, founder of Elevamp, to break down everything law firms need to know about CRM implementation — and why most get it completely wrong.Robert shares why the biggest CRM mistake isn't choosing the wrong platform — it's skipping the foundational work that has to come first. People. Process. Technology. In that order. Firms that reverse that sequence end up with expensive software that nobody uses, data nobody trusts, and an intake funnel that's still leaking cases.What You'll Learn:Why adoption fails before implementation even starts (and what has to be in place first)The PPT Audit — and why it surfaces the gap between what managing partners think is happening and what actually isHow to evaluate and select a CRM without getting fooled by a clean demoWhy "integrations" means less than you think — and what questions to ask insteadThe intake funnel stages every law firm should be tracking (and how to automate the data)Why over-engineering automations kills adoption — and what to build firstWhy Bo and Robert believe HubSpot is the most flexible CRM for scaling law firmsThe black box between marketing and intake — and how a CRM finally opens itIf you're shopping for a CRM, already failed one implementation, or running a firm where marketing and intake still don't talk to each other — this conversation will change how you think about your technology, your data, and what it actually takes to scale.

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