by Colin Walsh | May 18, 2023 | CRM Software, Intake Software, Legal CRM
The legal industry has experienced a huge technology boom over the last decade, with new innovations helping attorneys better serve their clients and manage their law firms. Many of these tech advances rely on artificial intelligence (AI) to optimize various systems...
by Colin Walsh | Apr 27, 2023 | CRM Software, Intake Software, Legal CRM, Legal Software
Personal injury cases require a ton of documents, from detailed medical and employment records to incident data and reports. Whether your law firm is seeking justice for the plaintiff or protecting the interests of the defendant, you must hit the ground running with a...
by Colin Walsh | Mar 2, 2023 | Intake Software
The client intake process is the earliest phase of communication between a law firm and a potential new client, so it must be handled with careful consideration. Firms should implement procedures that encourage the best possible first impression to strengthen the...
by Colin Walsh | Feb 23, 2023 | Intake Software, Lead Conversion, Legal Software
Legal client intake is a multifaceted process consisting of numerous steps and procedures. From the identification of prospects to lead conversion, law firms can spend a lot of time and resources handling the intake process. Unfortunately, the opportunity for error is...
by Colin Walsh | Feb 9, 2023 | Intake Software
Your law firm puts a lot of money and resources into a successful client intake process. You have implemented a top-notch marketing strategy, you ensure that inquiries are answered quickly, you maintain a robust email drip campaign, and you know how to nurture your...
by Colin Walsh | Feb 2, 2023 | Intake Software, Legal Software
The client intake process involves the first interactions between a law firm and potential clients. It establishes a foundation for a relationship that can either be extremely positive or prohibitively negative, depending on the experience provided. Unfortunately, far...
