Category: Intake

How You Can Convert More Clients With eSign

Patience may be a virtue, but it’s certainly not present among today’s rushed legal consumers. Prospective clients now enjoy access to a myriad of viable options. If they aren’t immediately satisfied with the response from a particular law firm, they can easily turn to competing practices. Even seemingly minor efforts to streamline intake can lead… Read More

27 Mar 2020 | Intake, Legal Technology

Why Case Management Software Doesn’t Work for Intake

Best-of-breed software companies focus on building, enhancing, and supporting an application that belongs to their core area of expertise. They typically offer the same usability that all-in-one companies offer, while providing industry-focused solutions. This type of undivided attention results in a superior software solution that is fine-tuned to business needs.   Best of Breed vs All… Read More

25 Mar 2020 | Intake, Legal Technology

Does Your Intake Department Look Like This?

We get it: intake is difficult. Opportunities for mistakes abound, even among today’s most successful law firms. Unfortunately, seemingly small errors can prove damaging down the road, leading to fewer conversions and general dissatisfaction, even among those who ultimately choose to work with your law firm. Your current intake process may be in shambles, but… Read More

05 Mar 2020 | Intake

The Importance of Intake Questions: 4 Secrets to Get Better Clients

For lawyers, the most important step in securing new business is the client intake. This is your moment to set yourself apart from other law offices, demonstrate your concern and provide an empathic ear. During client intake, you’ll also want to be sure to get all the facts and necessary information about your potential client… Read More

19 Feb 2020 | Intake

How to Sign Legal Clients on the Very First Call

Every client interaction counts, but few encounters hold more sway than the first call. This is your opportunity to show prospective clients that your law firm offers the high-quality service they need and that you are capable of delivering a desirable case outcome. Not only that, but failure to sign clients promptly could mean not… Read More

06 Feb 2020 | Intake

Why Attorneys Should Listen to Legal Intake Calls for Quality Control

Legal intake forms the starting point for every client-attorney relationship. Phone calls can set the tone for a strong connection—or drive away the most promising leads. Hence, the importance of vetting intake specialists thoroughly not only during the hiring process, but also long after they’ve joined your legal team. Top Benefits of Intake Call Quality… Read More

04 Feb 2020 | Intake

Top Lead Intake Terms to Know

The intake process forms a core component of your legal marketing efforts. Unfortunately, it’s also a source of lost opportunity for lawyers, many of whom lack a fundamental awareness of key intake processes. Ready to level up your law firm’s approach to intake? Begin by mastering these critical terms. Case Management Software Not to be… Read More

30 Jan 2020 | Intake

10 Steps to improve your law firm's intake.

29 Jul 2019 | Intake

The Importance of Legal Intake Software Separate From Case Management Software

Most case management software offers similar solutions. They can make your law firm paperless, they can help with efficiency, and they can establish workflows for you and your employees that will allow you to do more with less. However, those systems mainly focus on working on a case once you’ve acquired the case and do… Read More

06 Apr 2017 | Case Management, Intake, Legal Technology

Your Intake Representatives are Only as Strong as their Tools

Arm Your Intake Staff with Proper Tools It’s not enough to simply make sure you have the right people in the right roles. You need to, as an attorney and management team, make sure you are providing them the tools to ensure their success and in turn your success.  This is not only referring to a software… Read More

18 Nov 2015 | Intake