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Instead of potential clients being told to download a brochure or booklet to gain information, they get to watch and learn from their potential lawyer via video. For those who are more DIY, there are lots of ways to create easy-to-complete electronic clientintake forms. Settify has expanded from Australia and the U.K.
Simplify Processes for Clients or Prospects An effective clientintake form should streamline your sales process, not complicate it. Avoid overwhelming clients with too many questions. Are your current legal tech solutions optimizing your team’s success?
Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner clientintake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Download free guide.
While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, clientintake and communication, and catching up on a constant backlog of administrative tasks. .
For firms looking to harness generative AI, minus the security risk, legalsoftware with built-in AI integrations is a good solution. This software can deliver the benefits of AI tools without added security risks: streamlined operations and protection from liability. Download free guide 2.
Legalsoftware providers know this, and are here to help with a smooth migration. To mitigate data loss, choose a reputable software provider with a designated migration team. Additionally, cloud-based software makes your firm more efficient–saving you time on non-billable tasks. The good news?
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