Building Your Legal Tech Dream Team: Must-Have Features for Intake, CRM, and Case Management
August 10, 2024
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5 minutesThe days of dusty law books and overflowing file cabinets are fading faster than
5 minutesThe days of dusty law books and overflowing file cabinets are fading faster than
5 minutesLet’s face it – you didn’t go through years of law school and grueling
4 minutesWe all know that acquiring a new client is a victory, but in the
3 minutesI get it. You went to law school to practice law, not to become
2 minutesLet’s be honest, having a packed schedule is thrilling and feels good. New clients,
6 minutesYou know that feeling when a potential client reaches out, and you’re scrambling to
11 minutesListen up, legal maven! I know you’re eager to expand your law firm and
12 minutesGrowth isn’t just a goal for law firms; it’s a necessity in an ever-evolving
13 minutesI’ve spent years helping clients to sell legal services, and let me tell you,
8 minutesThe legal landscape is evolving at an unprecedented pace, and AI is leading the charge. By embracing these powerful tools, your law firm can unlock new levels of efficiency, productivity, and growth.
4 minutesShould I have a dedicated intake professional?
The best part of an internal intake team is that they will know your firm, your process, your tools, your market, your attorneys, better than any outsourced team can. It’s important to note though that unless you have someone actively hiring, training, and managing this team, you may not achieve the desired outcomes. If you intend to place an emphasis on intake, then an in-house team can be a terrific asset to your firm. But if you don’t have the resources to do it well, trusted outsourced teams like Legal Conversion Center offer budget-friendly and effective solutions.
7 minutesIf your intake team is operating much as they did ten or even five years ago, you have fallen behind. Behind the times, behind the expectations of today’s empowered (and vocal!) consumer, and behind your competition.
3 minutesIt’s important that you hold your intake team accountable to your high standards and processes. Every call is a representation of your firm. Your intake team should be clear on your expectations and what you are looking to hold them accountable to, which is a mix of both key metrics as well as call handling protocol.
4 minutesI recently shared Intake Expert Chris Mullin’s formula for increasing phone conversions. P.A.S. – Problem, Agitate, Solution. This simple formula is an excellent, memorable and effective tool to help your team retain more clients. But, it is just one component of what Chris agrees is the overall call path your intake team should follow.
4 minutesThe majority of every hour your team spends as part of the intake staff should be on the phone. Mastering call handling will make your team far more effective – and efficient. Every call should follow a clear path from intro to retainer.
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