by Kaleb Buckner | Dec 12, 2024 | Client Intake, CRM Software, email marketing
When people who have had their Social Security or disability claims denied and come to your SSDI law firm as potential new clients, they have complex concerns and costly problems. The client intake process is your firm’s first opportunity to assure the client that...
by Kaleb Buckner | Dec 5, 2024 | Client Intake, CRM Software
While the right kind of tools or software solutions will benefit virtually any type of law or category of firm, personal injury law firms will find this type of software especially helpful, particularly as it relates to the client intake process, which can become...
by Kaleb Buckner | Nov 26, 2024 | Client Intake, CRM Software, Legal Software
As the year draws to a close, the holidays are right on the doorstep. It’s now time to consider how to wrap up your firm’s year successfully through purposeful holiday marketing efforts. While you might assume that slowing down as you approach the holidays would make...
by Kaleb Buckner | Nov 14, 2024 | Client Intake
As an immigration firm, you know the field of immigration law is ever-changing and complex. It involves intricate regulations that dictate the process of moving individuals from one country to another. Consequently, immigration law requires a unique approach to client...
by Kaleb Buckner | Oct 17, 2024 | Client Intake, CRM Software, Legal CRM
Your client intake process as a criminal defense attorney is vital when it comes to optimizing customer engagement and your firm’s overall success and profitability. It is also a necessary part of the preliminary case stage, allowing you to accurately determine if you...
by Kaleb Buckner | Oct 10, 2024 | Client Intake, CRM Software
An efficient client intake process paves the way toward building a great working relationship. In the legal field, it can also be vital to ascertain whether you can take on a particular case based on specific factors. A well-designed client intake process will...
