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Top 3 Reasons Your Law Firm Needs Client Intake Software

Jim GarlockBy: Jim Garlock


If you are a lawyer and would like to simplify the client intake process, you are probably wondering what you should do to reach your goal. Few things improve the intake process as much as a proven law firm software platform. Client intake software automates many of the intake processes that would otherwise take you or your staff a lot of time, and you will then free a lot of your time to focus on other areas of your law firm.

The right intake platform can take your business to a whole new level in no time. Once you find a software package that works for your business, you will attract more clients than ever and never forget to follow up on your leads. Some lawyers think that intake software only works for specific practice areas and never try it as a result. The good news is that client intake software works no matter the type of law in which you specialize. You will be amazed when you see how much it can benefit your bottom line, and you will know you made the smart move.

Client intake software manages everything from lead generation to closing the case and collecting your payment. If you are ready to take your law firm to a whole new level, explore the top three reasons that you don't want to overlook the power of client intake software.

Save Time on Data Entry

Data entry is a mundane and time-consuming task that no lawyer has time to do. If you are like most lawyers in the modern world, you hired a legal assistant to handle data entry so that you don't have to do it. Consider how much time it takes for your staff to enter client information into your system.

They must enter the client's name, contact information and case information before sending you the form, and you then have to follow up on each prospective client. When you calculate how much you must pay your staff for each client they enter into the system, not to mention accounting for the average amount of time they spend on the phone, you'll find it eats up considerable resources.

Client intake software removes the need to enter data manually into your database. With client intake software, you can add intake forms on your website that let each prospective client fill out a simple form when they want you to work on their case. The intake software automatically logs their details and lets you know when the client would like you to contact them. No matter the type of law firm you run, you can customize the intake form to match your needs and long-term goals.

Save Time on Data Entry

Remove Physical Paperwork

The old way of adding a new client to your law firm requires a lot of paperwork. Your client fills out a form with their name and contact information, and you must store it in a filing cabinet in your office. In addition to logging client contact information, you also log case details, payment options, billing information, payment history and more. It's easy to see how this process requires you to store a lot of paperwork in your office, and don't forget how much time it can take to retrieve all those files when you need to look up information. In simple terms, paperwork creates a lot of hassle you want to avoid.

The good news is that client intake software overcomes that issue and lets you bring new clients on board without the paperwork. You can let your client fill out all their information on your website before you begin the first consultation with them. You can also have your clients sign digital documents instead of handing them a mountain of paperwork when they come to your office, which makes things easier for everyone.

Looking up information will also be much faster than it was when you still used physical paperwork. When you need to look up information, you enter the client's name to get everything you need to show up on the screen in front of you.

Provide a Better Client Experience

Providing a positive client experience is more important now than ever before. Lawyers around the country are using the latest marketing methods to attract and retain clients. In addition to using the latest marketing strategies, savvy law firms also do everything they can to enhance the client experience from the time the client first discovers the law firm until the case is finished.

Law firm software improves your client experience in many ways. When a client calls about their case, client intake software makes it easier than ever to look up their information. You can track each case and set reminders so that you never forget appointments or other vital dates. You can add information to a client's file in no time with the right software package for your law firm.

Final Thoughts

Client intake software saves time and makes it much easier for you to bring new clients on board. It also helps you pull up client information in seconds without requiring you to dig through a mountain of paperwork, and clients notice the difference. The software attracts new clients and shows you which ones are the most likely prospects for your law firm, and your business will improve when you take advantage of the many benefits.

Consider how much time and money the right client intake platform can save you. When you realize the difference that it can make for your business, it's easy to see how client intake software is an investment worth making. Let the platform handle many of the mundane tasks that once took you and your staff a lot of time, and your business will reach the next level before you know it.

Your clients will be much more likely to refer others to your law firm when you provide a positive client experience. Word-of-mouth advertising is one of the top ways to gain new clients, and you will be impressed when you see the outcome for yourself.


Chetu, Inc. does not affect the opinion of this article. Any mention of specific names for software, companies or individuals does not constitute an endorsement from either party unless otherwise specified. All case studies and blogs are written with the full cooperation, knowledge and participation of the individuals mentioned. This blog should not be construed as legal advice.

Chetu was incorporated in 2000 and is headquartered in Florida. We deliver World-Class Software Development Solutions serving entrepreneurs to Fortune 500 clients. Our services include process and systems design, package implementation, custom development, business intelligence and reporting, systems integration, as well as testing, maintenance and support. Chetu's expertise spans across the entire IT spectrum.

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