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 18, 2024 | Client Intake, Intake Software, Legal CRM
The legal client intake process is constantly evolving as technology improves. If you’re seeing red flags at your firm like decreased revenue, disappointing conversion rates, or increased time spent on administrative tasks, it’s a sign that your intake process needs... 
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 | Jul 3, 2024 | Client Intake
At its worst, the client intake process is a time-consuming, frustrating process for law firms — but at its best, and with the help of automated legal client intake software, it becomes a streamlined, well-oiled machine. Upgrading your client intake process with... 
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 | Jun 20, 2024 | Client Intake
Without the right systems in place, workflows for legal intake can quickly slow down the growth of your entire law firm, which is why it is extremely important to craft a legal client intake process that promotes efficiency. Many law firms fold these tasks into their... 
by Kaleb Buckner | Jun 13, 2024 | email marketing
Prospect emails are a tried-and-true strategy for maintaining engagement with prospects and keeping your law firm top of mind. But effective outcomes require a bit of strategy, so here are nine marketing tips for lawyers to drive prospect email success. #1 A Subject... 
by Kaleb Buckner | Jun 6, 2024 | Marketing Automation
A mass tort law firm can be made or broken by its lead management practices. Effective lead nurturing is crucial for these law practices to maximize conversion rates and ensure operational efficiency. Here are five key lead management and workflow tactics that every... 
by Kaleb Buckner | May 30, 2024 | email marketing, Legal CRM
The personal injury law space is a highly competitive field where effective marketing isn’t just nice to have. It is a must have for standing apart and consistently attracting new clients. The following are some essential marketing tactics for helping personal injury... 