{"id":141676,"date":"2026-01-13T14:36:23","date_gmt":"2026-01-13T22:36:23","guid":{"rendered":"https:\/\/xira.com\/p\/2026\/01\/13\/adventures-in-legal-tech-master-of-the-crm-universe\/"},"modified":"2026-01-13T14:36:23","modified_gmt":"2026-01-13T22:36:23","slug":"adventures-in-legal-tech-master-of-the-crm-universe","status":"publish","type":"post","link":"https:\/\/xira.com\/p\/2026\/01\/13\/adventures-in-legal-tech-master-of-the-crm-universe\/","title":{"rendered":"Adventures In Legal Tech: Master Of The CRM Universe"},"content":{"rendered":"<figure class=\"wp-block-image alignright size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2025\/03\/adventuresinlegaltech-1024x576.jpg?resize=1024%2C576&#038;ssl=1\" alt=\"\" class=\"wp-image-1153519\" title=\"\"><figcaption><\/figcaption><\/figure>\n<p>Does automated intake give you agita? If it does, you\u2019re not alone. <\/p>\n<p>Many lawyers fret that automated technology related to intake and CRM systems comes at the expense of the human touch. <\/p>\n<p>In this episode of \u201cAdventures in Legal Tech,\u201d host Jared Correia speaks with Vanessa Reynolds, the lead paralegal at the Law Offices of Giselle M. Rodriguez, to help you make sense of it all.<\/p>\n<p>Here, she discusses all things intake for law firms.  <\/p>\n<p><strong>From Outreach to Intake<\/strong><\/p>\n<p>How should your automated outreach begin? When should a human step in? What should your intake forms look like? Here, Vanessa provides an overview. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Getting Started<\/strong><\/p>\n<p>As the saying goes, you can\u2019t manage what you can\u2019t measure. Here, Vanessa shares some insights. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Hear the Full Conversation<\/strong><\/p>\n<p>Curious to learn more? Check out this episode below.<\/p>\n<p>The post <a href=\"https:\/\/abovethelaw.com\/2026\/01\/adventures-in-legal-tech-master-of-the-crm-universe\/\" rel=\"nofollow noopener\" target=\"_blank\">Adventures In Legal Tech: Master Of The CRM Universe<\/a> appeared first on <a href=\"https:\/\/abovethelaw.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Above the Law<\/a>.<\/p>\n<figure class=\"wp-block-image alignright size-large is-resized\"><img data-recalc-dims=\"1\" decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"576\" src=\"https:\/\/i0.wp.com\/abovethelaw.com\/wp-content\/uploads\/sites\/4\/2025\/03\/adventuresinlegaltech-1024x576.jpg?resize=1024%2C576&#038;ssl=1\" alt=\"\" class=\"wp-image-1153519\" title=\"\"><figcaption><\/figcaption><\/figure>\n<p>Does automated intake give you agita? If it does, you\u2019re not alone. <\/p>\n<p>Many lawyers fret that automated technology related to intake and CRM systems comes at the expense of the human touch. <\/p>\n<p>In this episode of \u201cAdventures in Legal Tech,\u201d host Jared Correia speaks with Vanessa Reynolds, the lead paralegal at the Law Offices of Giselle M. Rodriguez, to help you make sense of it all.<\/p>\n<p>Here, she discusses all things intake for law firms.  <\/p>\n<p><strong>From Outreach to Intake<\/strong><\/p>\n<p>How should your automated outreach begin? When should a human step in? What should your intake forms look like? Here, Vanessa provides an overview. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Getting Started<\/strong><\/p>\n<p>As the saying goes, you can\u2019t manage what you can\u2019t measure. Here, Vanessa shares some insights. <\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube\">\n<div class=\"wp-block-embed__wrapper\">\n<\/div>\n<\/figure>\n<p><strong>Hear the Full Conversation<\/strong><\/p>\n<p>Curious to learn more? Check out this episode below.<\/p>\n<p>The post <a href=\"https:\/\/abovethelaw.com\/2026\/01\/adventures-in-legal-tech-master-of-the-crm-universe\/\" rel=\"nofollow noopener\" target=\"_blank\">Adventures In Legal Tech: Master Of The CRM Universe<\/a> appeared first on <a href=\"https:\/\/abovethelaw.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Above the Law<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Does automated intake give you agita? If it does, you\u2019re not alone. Many lawyers fret that automated technology related to intake and CRM systems comes at the expense of the human touch. In this episode of \u201cAdventures in Legal Tech,\u201d host Jared Correia speaks with Vanessa Reynolds, the lead paralegal at the Law Offices of [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":141677,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[16],"tags":[],"class_list":["post-141676","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-above_the_law"],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/xira.com\/p\/wp-content\/uploads\/2026\/01\/adventuresinlegaltech-1024x576-8h8gG0.jpg?fit=1024%2C576&ssl=1","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/141676","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/comments?post=141676"}],"version-history":[{"count":0,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/posts\/141676\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media\/141677"}],"wp:attachment":[{"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/media?parent=141676"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/categories?post=141676"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/xira.com\/p\/wp-json\/wp\/v2\/tags?post=141676"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}