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...
by Kaleb Buckner | Jun 20, 2024 | Client Intake
Without the right systems in place, workflows for legal intake can quickly slow down the growth of your entire law firm, which is why it is extremely important to craft a legal client intake process that promotes efficiency. Many law firms fold these tasks into their...
by Kaleb Buckner | May 23, 2024 | Client Intake
Maintaining positive relationships with prospective clients can be time-consuming without the right software systems in place. Law firm leaders that want to grow their practices and bring in new clients must ask themselves two questions: Do you have the systems in to...
by Kaleb Buckner | May 2, 2024 | Client Intake, CRM Software
There is no denying the ease and convenience of email when it comes to running a law firm. From the legal client intake process to case closure, a consistent sequence of emails keeps leads engaged and clients informed. While the types of messages sent can vary...
by Kaleb Buckner | Apr 25, 2024 | Client Intake
The legal client intake process is essential to law firm growth and profitability. And getting it right requires two important components: accuracy and efficiency. Numerous tasks must take place on the path from initial outreach to successful conversion, and each of...
