by Kaleb Buckner | Nov 7, 2024 | CRM Software, Marketing Automation
Keeping up with case data, client contact details, other case-related information, and more has always been a huge aspect of practicing law. However, for the modern law firm, the evolution of record keeping has entered the digital space, bringing with it even more...
by Kaleb Buckner | Oct 24, 2024 | CRM Software, Legal CRM
Legal document management is a large part of your legal firm’s responsibilities, and mismanaging this aspect of your firm could mean disaster. Therefore, it’s immensely important for you to stay on top of your legal document management. For years, this might have...
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...
by Kaleb Buckner | Oct 2, 2024 | Client Intake, CRM Software
As an attorney, you have your hands full fighting for your clients. Therefore, the day-to-day administrative work can get quite tiresome. In fact, if not overseen properly, it can have devastating consequences and even lead to lost clients. Therefore, it’s immensely...
by Kaleb Buckner | Sep 26, 2024 | CRM Software
Client Relationship Management software, known in the industry as simply CRM, has effectively and radically transformed the day-to-day operations of many law firms. If you haven’t already boarded the CRM train and wonder how it might enhance your current office...
