by Kaleb Buckner | Aug 22, 2024 | Client Intake, CRM Software, Intake Software
The client intake process is the act of moving a new client through various levels of your legal firm’s onboarding process and often involves a series of steps. In years past, this process was handled entirely by team members who did most of it by hand. Consequently,...
by Kaleb Buckner | Aug 1, 2024 | Client Intake, CRM Software
Client retention is considered one of the main cornerstones of success for most law firms. While there are several ways to improve client retention, fostering client engagement and improving relationships overall between clients and team members is paramount to...
by Kaleb Buckner | Jul 25, 2024 | Client Intake, CRM Software
The process of proper client intake has always been synonymous with operating a successful legal practice or law firm. Client intake is the process of gathering information about clients and evaluating their case viabilities. Over the years, this process has evolved...
by Kaleb Buckner | Jul 18, 2024 | Client Intake, Intake Software, Legal CRM
The legal client intake process is constantly evolving as technology improves. If you’re seeing red flags at your firm like decreased revenue, disappointing conversion rates, or increased time spent on administrative tasks, it’s a sign that your intake process needs...
by Kaleb Buckner | Jul 3, 2024 | Client Intake
At its worst, the client intake process is a time-consuming, frustrating process for law firms — but at its best, and with the help of automated legal client intake software, it becomes a streamlined, well-oiled machine. Upgrading your client intake process with...
by Kaleb Buckner | Jun 27, 2024 | Client Intake, CRM Software, Legal CRM
Mass legal cases are nothing short of complex. They often involve multiple plaintiffs, intricate fact patterns, and years of litigation, which can make efficiency a challenge. With time-saving strategies like advanced legal technology, streamlined client intake, and...
