Pareto PPC

The software didn't fail your firm. You installed chaos and called it a system.

In last week's episode of the Pareto Legal Podcast, Bo Royal and Robert Williams dig into why so many CRM implementations fall flat, and why the starting point is everything.

Robert explains what happens when firms go backwards: they buy the technology first, and then hit a wall.

The pipeline inside the CRM doesn't match how their intake actually works.

No one is making deliberate business decisions about the flow. And because the process was never defined before the tool was purchased, the resistance is baked in from day one.

Even legal-specific CRMs, which do try to solve this out of the box, can't compensate for a firm that hasn't stopped to think through how decisions actually get made internally.

Technology can't install process. That part is on you.