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Document each step of essential processes like clientintake, conflict checks, matter setup, and billing cycles. The more convenient and reassuring you make the communication process, the more likely you are to gain loyal, long-term clients.
Not only that, but the specificity in legal management software allows a firm to know how much time is being spent on phone calls vs. research, how many hours are spent on non-billable time, etc., A billable hour is client time. so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity.
For example, if you’re sticking with your existing system for clientintake instead of using a solution that allows you to drastically reduce time spent on intake, appointment bookings, and creating engagement letters, you could be leaving money on the table.
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