Recent Articles
Outsourcing Intake Part 1: Why Outsource Intake?
As an attorney, you need to spend your valuable time helping clients and on billable activities. Most law practices have more legal cases to process than they can handle. Most firms are not able to meet the deadlines and as a result, the cases get delayed. To compensate for the lack of resources, it is…Read More
How Proper Phone Etiquette Adds Value to Your Firm
Potential clients have one thing in common; they are not aware of the quality of your legal work. They do not have the background to judge the strengths of your oral arguments or the written briefs or the way your attorneys present themselves in court. All they know about your law firm and your legal…Read More
Why Attorneys Should Care About the Sales Lifecycle
One common mistake some firms and lawyers make is overestimating how unique or specialized their team and services are compared to the rest of the landscape. The legal space is crowded, and with dozens of firms competing for a client’s business, ignoring essential marketing efforts and the value of establishing and tracking a sales cycle…Read More
Managing and Tracking Your Leads
While most lawyers recognize the importance of managing their cases, not every firm has a grasp on how to efficiently manage and track their leads. In recent years, case management software like Clio, Rocket Matter, and MyCase have become essential tools for task management and case organization. You track client matters, follow schedules, record time,…Read More
Creating A Solid Intake Process
The intake process for any law practice or organization serves as the critical point of entry for new clients. The first meeting or consultation with a prospective client is where you get to make that all-important first impression on them. The intake process, however, usually begins at or before the first client meeting and may…Read More
Why Legal Intake Is Important
To convert leads into paying clients, attorneys should evaluate the strength of their intake process. Whether you are a sole practitioner, boutique firm, or if you are a large firm with many locations, you probably are spending money on marketing. If you are paying for billboards, ads, or are investing in digital marketing, it is…Read More