https://files.constantcontact.com/e3c24e01101/757f7b3d-8e47-40d5-89ea-76a92d1a3557.jpg?rdr=true
 

Still Tracking Prospects in Excel? Here’s Why Clio Grow Is the Better Way

Here’s a pop quiz: How does your firm track prospective clients?


a)      Somebody has an Excel spreadsheet for their own prospects. I don’t know where they keep it.

b)     We use a clipboard. It’s on someone’s desk.

c)      If someone calls, we write it down on a phone message pad and give it to an attorney. They’re supposed to follow it up. I assume they do.

d)     We’re quite modern. If a lead comes in through our website, we print it out and pass it around. It’s on someone’s desk.


And the best answer among these choices?  


READ THE FULL ARTICLE


 
Crosspointe Consulting Group is a technology consulting firm specializing in software and related technology solutions for law firms, professional service firms, nonprofits, and small businesses. The firm's founding partners have consulted in the software and technology fields for over 25 years, and focus their services on commercial software products for the industries cited above.
 
We add value to every project we undertake for our clients, through integration of the right combination of products and features, to deliver the appropriate solution. We provide the necessary expertise for each project through our extensive software experience, our training skills, and our comprehensive knowledge of the products we support.
Product Agnostic ♦ Solutions Oriented
Crosspointe Consulting Group | 877-375-2810 | www.crosspointecg.com
Facebook  Twitter  Linkedin