client-intake-process-stages Blog Related Topics 
MatterSuite
MAY 26, 2023
In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.
CaseFox
MAY 18, 2023
In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.
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Attorney at Work
MAY 17, 2022
Understanding the four stages of the buyer journey can point to ways to improve your marketing, practice management and payment systems. Compare that with shopping in a Sears catalog — “the Amazon of its day” — where the process was full of friction. Understanding the Buyer Journey: 4 Stages. Consideration.
Clio
JANUARY 2, 2024
We’ll explain what it means to set SMART goals for lawyers, review what types of goals to consider for each stage of your legal career, and give ideas for tools to help you measure and manage your lawyer goals. For example, let’s apply SMART goal setting to the client-acquisition KPI of the number of consultation appointments set.
Rocket Matter
JULY 24, 2023
AI has its drawbacks, many of which we may not even know about yet, and lawyers want to protect their firm and their clients. ChatGPT is a language processing model, sometimes called a “large language model” or “LLM,” designed to respond to user-generated prompts and questions in a conversational tone. And more important resources!
Lawmatics
AUGUST 17, 2023
As lawyers, although we might like to believe clients will come from just hard work and success, the truth is that word of mouth only goes so far. Creating a successful marketing plan requires a diverse mix of marketing tactics, from blogging, to video content, to networking with other legal professionals.
MatterSuite
FEBRUARY 6, 2023
With numerous lawyers closing their law firm practices, it’s no wonder that marketing, communication & excellent client service is becoming crucial everyday. Legal practices that struggle with basic client retention tend to have a negative impact on their entire industry. Communication is the Ultimate Key Clients want to be heard.
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