#453: Healthy Systems: Creating Consistent Client Experiences, with Matt Loker

The Small Firm Roadmap Revisited doubled-down on our Healthy Firm model. But what, exactly, is it? Join us for another stop on our podcast book tour. This week we dive into building, enabling, and integrating Healthy Systems in a law firm. 

Lawyerist Labster Matt Loker sits down with Sara to discuss using systems and automation to deliver a consistent service to clients. They dive into how task management is crucial to consistent communication—from finding the right CRM, to rebuilding their systems and automating tasks, to regular system maintenance. Learn how Matt used healthy systems to save time, improve client experience, and create a seamless client journey. 

 Links from the episode: 

https://lawyerist.com/resources/lawyerist-store/

If today’s podcast resonates with you and you haven’t read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! 

Thanks to Posh Virtual Receptionists, Postali & LawPay for sponsoring this episode.