What is CRM and Why Your Law Firm Needs It
This post has been updated to provide the most accurate and up-to-date information. Growing law firms need to provide exceptional service, both in and out of the courtroom. Clients expect skill and expertise not only in how their legal matters are handled but also in...
How to Ensure Compliance and Security with Legal CRM Software
As an attorney, the information your clients give to you is something you must protect. In today’s world, that includes protecting digital data. Using a client relationship management software with the right security protocols built in will help you stay compliant...
Building a Better Client Intake Process for Your SSDI Law Firm
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...
Four Reasons Personal Injury Law Firms Need a Seamless Client Intake System
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...