New Case Intake

The Stages of New Case Intake

very law firm has clients, and every law firm gets its clients from somewhere. The clients can arrive either as leads or as already signed clients. Either way, formal processes and procedures should be set in place for the handling of inbound leads and clients so that no potential business falls through the cracks. Regardless of whether or not you take the case, intake plays a large part in how your firm represents itself publicly, and each potential client must be treated with the best possible customer service.

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Hiring The Right Law Firm Employees

Many may think that hiring quality law firm employees during the holiday season is impossible. Job seekers often give up looking toward the end of the year, assuming that no new postings or quality positions will become available. I used to believe the same; but, now I am finding that since the end of the year is a time business owners reflect upon the year’s progresses and failures, that many employers do decide to list new positions in November and December.

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Reasons to Undertake a Law Firm Audit

One of the components of my project-based work that I really enjoy is performing business audits for law firms. Some lawyers have called me thinking this means I am like a forensic accountant and will come in and scope out their books and give tax advice. Instead, what I mean by audit in this context is ripping off the Band-Aids, opening the curtains, and exposing everything that goes on in your law firm to a neutral third party for evaluation.

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Customer Relationship Management: CRM and the Law Firm

This week, on May 21, 2014, I had the pleasure of speaking to a packed house at the Kentucky Justice Association’s ‘Marketing Your Practice’ CLE. The event organizers asked me to come up with “something different” to talk about. I wanted to prepare an article, paper, or presentation on the utilization of the CRM process within a law firm, so I decided to begin my work toward that goal with this speech.