How to Improve Lead Management and Client Intake with Legal Technology at your Law Firm скачать в хорошем качестве

How to Improve Lead Management and Client Intake with Legal Technology at your Law Firm

Are you not yet using lead management and client intake software at your law firm? Or is it not yet optimized? It's an important piece of your legal technology stack. Lead management software that wraps into your legal case management software helps optimize the client intake process in several ways. In this video, Smokeball will walk you through the pitfalls of not using legal technology, and how to optimize lead management and conversion of potential clients into retaining clients with the right software. Here are additional resources to help you run your best firm: How Legal Client Intake Software Benefits Different Areas of Law: https://www.smokeball.com/blog/hlegal... ---------------------------- The legal intake process is vital to the success of your law firm. If you’re not using legal technology to improve your intake process … you could be losing potential clients, wasting your staff’s time, and pouring your marketing dollars down the drain. By using legal tech to improve your firm’s intake process, you can: Provide greater client satisfaction … Increase referrals and 5-star reviews … Re-prioritize your staff’s time for billable activities … And keep your firm from losing potential business” Legal tech tools make this possible by keeping your practice organized and allowing you to be more responsive to your clients’ questions and concerns—which builds trust and improves the client experience” Legal intake software also helps you STREAMLINE and SIMPLIFY every step of the intake process … For instance, you can AUTOMATE stages of the process with tools like chatbots to welcome visitors to your site … Virtual assistants to answer phones when you’re not available And your legal intake software to quickly perform conflict checks. These tools all work together, so you can seamlessly move from one step of intake to the next. And you can even automate INTAKE FORMS to make things easier for you and your clients. You can use practice area-specific forms, checklists, and templates — like the ones in Smokeball’s Automated Legal Forms Library — to automatically capture a client’s information and import it directly into a Matter once they retain you. From this point on, the client’s Matter information will auto-populate into any subsequent forms and documents—so you don’t have to enter the data each time.” "Legal tech tools enable you to standardize your intake so it's the same process every time—but they also give you the flexibility to customize communications and keep that personal feel with your clients" “Overall, these tools empower you to provide the CUSTOMER EXPERIENCE that modern clients want: It’s convenient for them because the whole process is online … Attorney-client communication is improved because there’s less back-and-forth when you’re gathering the information you need up front, no longer playing the phone tag game and, since everything lives in one legal case management system, you no longer have to worry about overlooking emails And it’s efficient because all of the client’s contact and matter information lives in one centralized place within your case management software.” “To learn more about how a powerful legal intake solution and other case management features can help you Run Your Best Firm, visit Smokeball.com!”