Why Your CRM and Case Management Don't Sync - And Why That Costs You Cases

In this course, Telia Garraway, founder of Source Pro Consultants, addresses the critical integration gap between CRM and case management systems in law firms. Drawing from her extensive experience as a paralegal and technology specialist, she outlines the operational breakdowns that occur when these systems fail to communicate effectively. The course provides a diagnostic framework to identify whether your firm has a tool or workflow problem and offers three actionable steps to bridge the gap. Participants will gain insights into the root causes of integration issues, including independent system selection and lack of workflow design, and understand the financial and malpractice risks associated with these gaps.