The ever-growing reach of both mainstream and new media platforms means that leads for law firms now originate from a vast array of sources. These can range from the more conventional methods such as email and phone, to modern intakes such as social media, contact forms, even website chat features.
To ensure a smooth and efficient management of incoming data, law firm managers must strive to consolidate all these sources into one robust and streamlined pipeline. But, how does one go about achieving this? The answer lies in leveraging the right kind of technology.
As part of a fascinating podcast episode, lawyers delve into this very question, discussing the importance of managing leads effectively through the entire client journey. A focus on this feature makes it significantly more likely that leads will convert into fruitful associations. The power of technology also lends transparency to your lead pipeline like never before, allowing you to continuously improve by tracking and using reports to fine-tune your process. You can listen to the podcast here.
The podcast features Joyce Brafford, a seasoned professional from ProfitSolv, and Matt DeFrain, an expert from Law Ruler. Law Ruler is a prominent customer relationship management software designed specifically for law firms, making Matt’s insights in the podcast particularly invaluable when it comes to intake management.
The episode begins with the hosts sharing their favorite conspiracy theories – a delightful tangent that is quickly becoming a loveable regular feature. After this, Matt presents an overview of Law Ruler and how customer relationship management softwares (CRMs) can be an effective tool for law firms.
Later, the conversation veers towards the concept of a “client journey” and the importance of developing an efficient one. Other significant topics discussed in this episode include the need for law firms to respond quickly to leads, the value of automating intake processes using modern CRM tools, and the potential of integrating your CRM tool with your law firms’ other important software, such as case management tools.
The hosts also touched upon the need for law firms to leverage available data to make informed decisions about implementing and improving an intake process across various metrics. If you are struggling to streamline your law firm’s client journey, this insightful podcast episode could provide some essential navigational clues.
The podcast is hosted by Jared Correia, a renowned consultant and legal technology expert. His show, Non-Eventcast, is the featured podcast of the Above the Law Non-Event for Tech-Perplexed Lawyers.