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Скачать или смотреть Lead Management & Client Intake Software for Business and Employment Law Firms

  • Smokeball - Legal Productivity Software
  • 2023-05-15
  • 216
Lead Management & Client Intake Software for Business and Employment Law Firms
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Описание к видео Lead Management & Client Intake Software for Business and Employment Law Firms

Lead management software that wraps into your legal case management software helps optimize the client intake process for Business and Employment law firms in several ways. In this video, learn about the legal technology that allows your business or employment law firm and legal team to optimize lead management and conversion of potential clients into retaining clients.

Here are additional resources to help you run your best firm:
How Legal Client Intake Software Benefits Different Areas of Law:
https://www.smokeball.com/blog/hlegal...
From Intake to Resolution: Understanding and Optimizing Business Law Workflows:
https://www.smokeball.com/blog/busine...
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“No matter your specialty, professionalism, efficiency, and relationship-building will help you stand out from your competitors.
This is why incorporating lead management and client intake software into your practice is critical.”
“Lead management and client intake software enhances Business & Employment law firms in a number of specific ways …”
“One: It helps you make a great first impression by highlighting the responsiveness, professionalism, and convenience of working with your practice.
This happens because software like Smokeball enables potential new clients to go through the entire intake process online and at their convenience …
And the software integrates with your email, virtual receptionist, and chatbot tools—so you can respond to potential clients faster and easier than ever before.
This helps you build strong relationships from the very start of your interactions with potential clients.”
“Two: You can get potential clients’ data into your system quickly and accurately—then update the files over time whenever you get new information from the client.
You can accomplish this with online intake forms.
You send these online forms to potential clients, and after they submit their information on their computer or mobile device … it all goes immediately into your lead management system.
“Three: Legal client intake software enables you to perform rapid conflict checks and easily search for and locate client files—no matter how many contacts and matters you have in your system.”
“Four: Client intake software like Smokeball has E-signature functionalities, so you and your clients can sign documents online with ease.
This is highly useful for Business and Employment firms that need a lot of documents signed—especially under tight deadlines.”
“And Five: Client intake software links with your case management software to create an end-to-end solution.
This means that what begins as a New Lead or potential client during client intake seamlessly becomes a Matter your case management system once a the lead becomes a retaining client.
So, as soon as a client signs the retainer and hires your firm, you can import all of their information in an instant—and get to work without a delay.”
“To learn more about how a powerful lead management and client intake solution combines with case management software to help Business & Employment law firms succeed, visit Smokeball.com!”

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