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Podcast: BE THAT LAWYER
Episode: Jody Glidden: How to Be the Lawyer Clients Never Leave—With a Little Help from AI
Description: In this episode, Steve Fretzin and Jody Glidden discuss:The evolution and growing impact of AI in professional servicesChallenges lawyers face in client relationship managementThe limitations and future of traditional CRMsStrategies for maintaining and expanding client relationships Key Takeaways:43% of clients leave law firms not because of service quality but due to poor communication and lack of follow-up.AI-powered tools like Postilize can monitor relationship gaps and generate personalized outreach suggestions for lawyers to approve and send.Keeping in touch with clients through relevant life or business events — like promotions, layoffs, or funding rounds — can s...