Josh Schachnow's Substack
The Josh Schachnow Show
Will Traditional Legal CRMs Become OBSOLETE?
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-12:10

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.

Or you can watch the vlog here:

Agenda

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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