How to Increase Your Law Firm’s Intake and Retain More Clients with Document Management and Template Software

To thrive as a productive and successful law practice, your firm needs efficient document management to enhance the legal intake processes and improve client conversion rates. A robust document management system, complemented with automated template software, is essential for increasing client numbers efficiently while also streamlining intake processes within the firm. 

Document Management  

Document management software is designed to deliver a built-in organizational system. With this type of innovative solution in place, your law office can become more efficient at keeping projects organized.  

A firm’s document management needs are dependent in large part on its size and practice areas. For instance, personal injury law firms tend to be document heavy due to large volumes of medical records, accident reports, insurance documents, legal filings, and correspondence. These cases may also require collaboration with medical experts or accident reconstruction specialists, which necessitates the storage of various reports. These documents need to be effectively organized, categorized, and accessible for personal injury attorneys to effectively represent their clients and the right document management system ensures makes that happen.  

Every practice area needs organization to properly adhere to strict deadlines and client communications. Document management provides enhances law practice management so firm members can easily store documents with client matters. They can also be integrated with the firm’s calendaring system and shared with clients through secure client portals.  

In a society that is constantly on the go, mobile access is a must – not just for your law firm staff but for your clients as well. With cloud-based storage, mobile document access is easily accessible. Information can quickly and securely be accessed from virtually any location making it easy to create, view, edit, and share documents anywhere without having to be concerned about putting sensitive client data at risk. These are solutions your firm needs to streamline workflows, enhance productivity, and provide your clients with effective representation. 

Custom Templates 

With template automation, almost any document can be turned into a reusable document template, which is key for avoiding costly mistakes like:  

• Data entry errors. Many law firms still use systems that require them to input core client data multiple times. Unfortunately, the more you rely on manual data entry, the greater the potential for errors. Automated legal document software improves accuracy and eliminates the need for repetitive data input.  
• Loss of productivity. The most up-to-date law firm management software is essential for the needs of a modern law firm. When law firms insist on using outdated software, or no software at all, they could lose profitability because document creation takes hours instead of minutes to complete. 

It can generally take between 15 and 30 minutes to add a client’s information to legal documents and representation agreements. With a document template and automation system in place, each document is set up once as the template. Going forward, the initial process is already completed, so it only takes seconds to add specific client data to each document.  

Time is of the essence when it comes to client intake. Don’t give your competition an advantage by using manual input processes. Repeatedly editing client information into the same document is a waste of your staff’s time and the firm’s resources. By using legal document templates and automation, your firm can experience an increase in productivity and in revenue. There are no better reasons to streamline your firm’s workflow each day with legal document management and template software.  

Your Law Firm Needs CRM Software 

Client Relationship Management (CRM) software for law firms is the tool your practice needs to streamline document management and easily create customizable templates. Law Ruler is a leader in this space, offering a CRM platform that includes features like:  

• Automated lead nurturing and conversion workflows 
• Text messaging and click-to-call dialer capabilities 
• Easy integration with more Legal Case Management systems.  
• Electronic signature capabilities 
• Mobile-friendly client intake forms 

CRM offers the only practical solution for converting more clients while keeping your law firm ahead of its competition. The right legal document software means that firm members will never have to waste valuable time re-typing an address into a document again. 

Increase Legal Client Intake and Retain More Clients  

The accelerated creation of automated legal forms and prompt delivery of documents to leads and clients directly impacts your firm’s capacity to handle higher volumes, boost client retention rates, and ultimately drive increased profitability. With the efficient document automation tools of legal CRM can streamline processes, you can equip your law firm members to handle more cases effectively and foster stronger client relationships, thereby enhancing overall revenue generation for the firm. To learn more about the features offered through Law Ruler’s CRM software, click this link for a free demonstration.