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  • Managing and Tracking Your Leads


    While most lawyers recognize the importance of managing their cases, not every firm has a grasp on how to efficiently manage and track their leads. In recent years, case management software like Clio, Rocket Matter, and MyCase have become essential tools for task management and case organization. You track client matters, follow schedules, record time, […]

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  • Creating A Solid Intake Process


    The intake process for any law practice or organization serves as the critical point of entry for new clients. The first meeting or consultation with a prospective client is where you get to make that all-important first impression on them. The intake process, however, usually begins at or before the first client meeting and may […]

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  • Why Legal Intake Is Important


    To convert leads into paying clients, attorneys should evaluate the strength of their intake process. Whether you are a sole practitioner, boutique firm, or if you are a large firm with many locations, you probably are spending money on marketing.  If you are paying for billboards, ads, or are investing in digital marketing, it is […]

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