Category: Client Intake

Legal Intake Software

Why You Should Be Using Legal Intake Software

Even if you’re already using software to handle case management.  There’s a lot to love about case management software. These systems streamline a variety of client interactions while also making it easier to maintain efficient workflows. Unfortunately, it’s not suited for all law firm functions. Effective legal intake calls for specialized programs that are designed…Read More

intake terms

Top Lead Intake Terms to Know

The intake process forms a core component of your legal marketing efforts. Unfortunately, it’s also a source of lost opportunity for lawyers, many of whom lack a fundamental awareness of key intake processes. Ready to level up your law firm’s approach to intake? Begin by mastering these critical terms. Case Management Software Not to be…Read More