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...
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,...
