Matt Spiegel: Discovering the Value of CRMs

In this episode, Steve Fretzin and Matt Spiegel discuss:

  • The value of CRMs in your law firm and what makes a good CRM. 
  • What makes Lawmatics such a great program for lawyers. 
  • Continuing your relationship with the client after the case has finished. 
  • Relationships as the key to your success as a business. 


Key Takeaways:

  • There is going to be some thought and commitment to setting up your CRM properly. However, it’s not as terrible as you probably think it will be. 
  • The learning curve of the platform should never be an issue when setting up a CRM. 
  • Lawyers must start thinking more like traditional businesses when it comes to customer/client interaction. 
  • If you aren’t nurturing your relationships with your clients after the case ends, that is money you are leaving on the table. 


“When it comes to intake, follow-up is critical. Law firms that follow up immediately have a significantly higher conversion rate than law firms that don’t do that.” —  Matt Spiegel


Connect with Matt Spiegel:  


Email: [email protected]




Connect with Steve Fretzin:

LinkedIn: Steve Fretzin

Twitter: @stevefretzin

Facebook: Fretzin, Inc.


Email: [email protected]

Book: The Ambitious Attorney: Your Guide to Doubling or Even Tripling Your Book of Business and more!

YouTube: Steve Fretzin

Call Steve directly at 847-602-6911



Show notes by Podcastologist Chelsea Taylor-Sturkie


Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.