by Kaleb Buckner | Dec 12, 2024 | Client Intake, CRM Software, email marketing
When people who have had their Social Security or disability claims denied and come to your SSDI law firm as potential new clients, they have complex concerns and costly problems. The client intake process is your firm’s first opportunity to assure the client that... 
by Kaleb Buckner | Dec 5, 2024 | Client Intake, CRM Software
While the right kind of tools or software solutions will benefit virtually any type of law or category of firm, personal injury law firms will find this type of software especially helpful, particularly as it relates to the client intake process, which can become... 
by Kaleb Buckner | Nov 26, 2024 | Client Intake, CRM Software, Legal Software
As the year draws to a close, the holidays are right on the doorstep. It’s now time to consider how to wrap up your firm’s year successfully through purposeful holiday marketing efforts. While you might assume that slowing down as you approach the holidays would make... 
by Kaleb Buckner | Nov 21, 2024 | email marketing, Legal Software
An important aspect of your law practice and its success is ensuring that clients who need your services can find your firm. This requires a substantial commitment to effective marketing practices that ensure your firm’s reputation is being built in your community to... 
by Kaleb Buckner | Nov 14, 2024 | Client Intake
As an immigration firm, you know the field of immigration law is ever-changing and complex. It involves intricate regulations that dictate the process of moving individuals from one country to another. Consequently, immigration law requires a unique approach to client... 
by Kaleb Buckner | Nov 7, 2024 | CRM Software, Marketing Automation
Keeping up with case data, client contact details, other case-related information, and more has always been a huge aspect of practicing law. However, for the modern law firm, the evolution of record keeping has entered the digital space, bringing with it even more... 
by Kaleb Buckner | Oct 31, 2024 | email marketing, Legal CRM, Marketing Automation
While you face a unique set of challenges when it comes to marketing as an immigration law firm, today’s digital tools can be expanded to meet these ever-growing needs in a way that creates trust and promotes growth for your firm. Today, no matter what type of law you... 
by Kaleb Buckner | Oct 24, 2024 | CRM Software, Legal CRM
Legal document management is a large part of your legal firm’s responsibilities, and mismanaging this aspect of your firm could mean disaster. Therefore, it’s immensely important for you to stay on top of your legal document management. For years, this might have... 
by Kaleb Buckner | Oct 17, 2024 | Client Intake, CRM Software, Legal CRM
Your client intake process as a criminal defense attorney is vital when it comes to optimizing customer engagement and your firm’s overall success and profitability. It is also a necessary part of the preliminary case stage, allowing you to accurately determine if you... 
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... 