by Kaleb Buckner | Sep 19, 2024 | email marketing, Intake Software, Legal CRM, Marketing Automation
Marketing automation can serve many practical purposes for you as a law firm. From guiding your clients through the client intake forms, to prompting them to sign legal documents that you need to proceed and more. However, no matter how good an automated system is... 
by Kaleb Buckner | 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 Kaleb Buckner | 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 Kaleb Buckner | Feb 1, 2024 | CRM Software, Intake Software, Marketing Automation
Speed to lead represents the time it takes for your law firm to follow up with potential clients after their first inquiry. It’s the time between completion of a website inquiry form and receipt of a detailed response. The time between a first phone call to your law... 
by Colin Walsh | Dec 14, 2023 | Client Intake, Intake Software
The new year is quickly approaching and it’s the final chance to craft your law firm’s legal marketing plan for 2024. While it may be tempting to wash and repeat your legal client intake from last year – especially if it was successful – doing so may... 
by Colin Walsh | Oct 19, 2023 | Click-to-Call, CRM Software, Intake Software, Legal CRM
Within a law firm, productivity is measured by the efficiency and quality of provided legal services. High productivity means that your firm is maximizing its time and resources, which can translate to higher profitability. Low productivity typically indicates a... 