by Kaleb Buckner | 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 Kaleb Buckner | Jul 11, 2024 | CRM Software
A customer relationship management (CRM) system helps you become more effective, enhancing business operations and making client management simpler. If you’re looking to upgrade or adopt a new law firm CRM system, it’s important to think about the kind of...
by Kaleb Buckner | Jun 27, 2024 | Client Intake, CRM Software, Legal CRM
Mass legal cases are nothing short of complex. They often involve multiple plaintiffs, intricate fact patterns, and years of litigation, which can make efficiency a challenge. With time-saving strategies like advanced legal technology, streamlined client intake, and...
by Kaleb Buckner | May 16, 2024 | CRM Software
The practice of law centers on helping individuals navigate the complexities of the legal justice system. But to be truly effective, law firms must also operate as businesses with a constant eye towards growth and sustainability. When attorneys fall short in the...
by Kaleb Buckner | May 9, 2024 | CRM Software, email marketing
Attorneys are increasingly recognizing the value of AI in assisting with various law firm tasks. From the more established versions like ChatGPT to newer iterations like Harvey AI, these machine learning technologies are having a substantial impact on the legal...
by Kaleb Buckner | May 2, 2024 | Client Intake, CRM Software
There is no denying the ease and convenience of email when it comes to running a law firm. From the legal client intake process to case closure, a consistent sequence of emails keeps leads engaged and clients informed. While the types of messages sent can vary...