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Lexicata - Client Intake Software

Monday, September 18, 2017 8:00 AM | Anonymous member (Administrator)

Why Lead Management Needs to Be Separate from Case Management

In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Business processes and legal work in particular should be divided up and managed independently, while maintaining a smooth and seamless integration between the two. Here are the major reasons why separating lead management from case management is an essential step toward better law firm operations, and how implementing a lead management system can help.

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