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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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  • Manage Your Leads Better – Reap the Benefits

    From our last article, 4 Sure-Fire Tips for Effective Lead Follow-Up, we learned that it’s critical to follow-up quickly and to nurture your leads. But how do you do this most effectively and efficiently? Having a lead management process in place enables you to systematically track and nurture your leads from when they first come […]

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  • Lead response times for attorneys

    Lead Response Management Study Offers Important Insights for Attorneys

    Lead Response Management (LRM), in partnership with, has developed a lead response management study that looks at the best days and times to contact and qualify leads, while highlighting the importance of following up with leads quickly. The study has some key takeaways for attorneys, who can use its findings to determine the best […]

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  • Nurturing Leads into a Thriving Client Base

    The following is an excerpt from the webinar, titled “Best Intake Practices for Retaining More Clients”, aired December 9, 2015. Today, it is virtually impossible to grow your firm simply through referrals or word of mouth. It has become increasingly important that law firms invest in online marketing efforts for business development. But online marketing […]

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