During the initial client meeting, the lawyer gathers pertinent information for the case. How this is done will vary. Some lawyers provide the client a questionnaire to complete in advance. Others will have administrative personnel meet with the client to acquire the information. While these methods are efficient and do not infringe on the lawyer’s…Read More
Legal consumers seeking to hire an attorney want a speedy response to their inquiry. In fact, a majority indicate that slow response time is their number one red flag when considering who to hire. To speed up their return communication to prospects, savvy attorneys have turned to online scheduling tools. Giving prospective clients the option…Read More
As attorneys’ careers progress, they can find themselves stuck in their old ways. Processes, tools, and rules of thumb that have served them well mask inefficiencies and lost opportunities. These attorneys may swear by strategies that are outdated and refuse to consider new approaches. It can be difficult adjusting to new technologies, or trying untested…Read More
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
We get it: intake is difficult. Opportunities for mistakes abound, even among today’s most successful law firms. Unfortunately, seemingly small errors can prove damaging down the road, leading to fewer conversions and general dissatisfaction, even among those who ultimately choose to work with your law firm. Your current intake process may be in shambles, but…Read More
Every client interaction counts, but few encounters hold more sway than the first call. This is your opportunity to show prospective clients that your law firm offers the high-quality service they need, and that you are capable of delivering a desirable case outcome. Not only that, but failure to sign clients promptly could mean not…Read More
Legal intake forms the starting point for every client-attorney relationship. Phone calls can set the tone for a strong connection—or drive away the most promising leads. Hence, the importance of vetting intake specialists thoroughly not only during the hiring process, but also long after they’ve joined your legal team. Top Benefits of Intake Call Quality…Read More
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
Leads comprise the lifeblood of your law firm. Your team’s efforts to secure them through strategic legal marketing is a crucial part of the process, but what you do once you’ve acquired qualified leads could prove even more important. Without a structured, streamlined approach, you risk losing the prospects you’ve worked so hard to obtain….Read More
The legal industry has seen huge advances in recent years, with everything from global markets to remote counsel transforming the way that attorneys interact with clients. Unfortunately, however, many otherwise impressive law firms remain woefully in the past in terms of legal marketing and intake. Piles of paperwork are far too common, as are slow…Read More
