by Kaleb Buckner | Jan 23, 2025 | Client Intake, CRM Software
Bringing on new clients to your law firm is one of the most important steps in your client journey, but it can also be tedious and time-consuming, particularly if you process a large volume of clients. For high-volume tort law firms, onboarding needs to be...
by Kaleb Buckner | Jan 9, 2025 | CRM Software
As your law firm looks to set its goals for 2025, a legal customer relationship management tool should be a central part of those goals. With the right legal CRM, you can not only manage your relationships with your existing clients, but also build new relationships...
by Kaleb Buckner | Jan 2, 2025 | CRM Software, Legal Software
This post has been updated to provide the most accurate and up-to-date information. Growing law firms need to provide exceptional service, both in and out of the courtroom. Clients expect skill and expertise not only in how their legal matters are handled but also in...
by Kaleb Buckner | Dec 20, 2024 | CRM Software
As an attorney, the information your clients give to you is something you must protect. In today’s world, that includes protecting digital data. Using a client relationship management software with the right security protocols built in will help you stay compliant...
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...
