by Law Ruler | Sep 5, 2024 | Client Intake, CRM Software, Marketing Automation
Whether your legal arena is personal injury, criminal defense, mass tort, immigration law, or some other focus, you know that the competition is fierce both in terms of simply getting your firm found and then creating the right kind of client relationship that will...
by Law Ruler | Aug 22, 2024 | Client Intake, CRM Software, Intake Software
The client intake process is the act of moving a new client through various levels of your legal firm’s onboarding process and often involves a series of steps. In years past, this process was handled entirely by team members who did most of it by hand. Consequently,...
by Law Ruler | 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 Law Ruler | 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 Law Ruler | 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 Law Ruler | 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...
