by Kaleb Buckner | Sep 12, 2024 | CRM Software, Legal CRM
Client Relationship Management CRM systems are a vital part of many legal practices in today’s competitive market. However, as a result of the data-driven landscape that presently exists in the legal field, it has become vital to protect important personal data in the...
by Kaleb Buckner | Sep 5, 2024 | Client Intake, CRM Software, Marketing Automation
Whether your legal arena is personal injury, criminal defense, mass tort, immigration law, or some other focus, you know that the competition is fierce both in terms of simply getting your firm found and then creating the right kind of client relationship that will...
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 11, 2024 | CRM Software
A customer relationship management (CRM) system helps you become more effective, enhancing business operations and making client management simpler. If you’re looking to upgrade or adopt a new law firm CRM system, it’s important to think about the kind of...
