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...
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 | May 16, 2024 | CRM Software
The practice of law centers on helping individuals navigate the complexities of the legal justice system. But to be truly effective, law firms must also operate as businesses with a constant eye towards growth and sustainability. When attorneys fall short in the...
