Jody Glidden: How to Be the Lawyer Clients Never Leave—With a Little Help from AI

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 significantly boost retention and trust.Many lawyers miss business opportunities by failing to engage multiple contacts ("multi-threading") within a client’s organization, risking total loss when one contact departs.   "If you can ever move [a relationship] to personal, I think then you’ve probably got them for life." —  Jody Glidden   Got a challenge growing your law practice? Email me at steve@fretzin.com with your toughest question, and I'll answer it live on the show—anonymously, just using your first name!   Ready to grow your law practice without selling or chasing? Book your free 30-minute strategy session now—let's make this your breakout year: https://fretzin.com/   Thank you to our Sponsor! Rankings.io: https://rankings.io/ Rainmakers Roundtable: https://www.fretzin.com/lawyer-coaching-and-training/peer-advisory-groups/   Episode References:  Atomic Habits by James Clear: https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299   About Jody Glidden: Jody Glidden is a seasoned entrepreneur, AI innovator, and the driving force behind Postilize, an AI-powered business development platform for professional services firms. With over two decades in tech, he's best known as the founder of Introhive, which he scaled to a $500 million valuation, delivering 40x returns for early investors. Under his leadership, Introhive grew to over 250,000 users at firms like PwC, Deloitte, DLA Piper, and Baker McKenzie. At Postilize, Jody applies his expertise in CRM, ERM, and AI automation to tackle challenges like missing relationship data, manual processes, and inconsistent client engagement. He integrates Generative AI and real-time event detection to craft personalized outreach and drive scalable relationship management, retention, and client acquisition.   Connect with Jody Glidden:   Website: https://www.postilize.com Email: jody.glidden@postilize.com LinkedIn: https://www.linkedin.com/in/jodyglidden/ & https://www.linkedin.com/company/postilize/   Connect with Steve Fretzin: LinkedIn: Steve Fretzin Twitter: @stevefretzin Instagram: @fretzinsteve Facebook: Fretzin, Inc. Website: Fretzin.com Email: Steve@Fretzin.com Book: Legal Business Development Isn't Rocket Science and more! YouTube: Steve Fretzin Call Steve directly at 847-602-6911   Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.