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Improving Client Intake With Law Firm Management Techniques

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The flow of work in a law firm is the flow of
information.
n If the flow of information is slowed, this interferes with
a firm’s ability to serve clients efficiently.
n Legal software tools can help manage and monitor the
client intake process to enhance productivity, marketing
and avoid conflicts.

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Improving Client Intake With Law Firm Management Techniques

  1. 1. Improving Client Intake With Law FirmManagement Techniques Presented by: LexisNexis http://www.lexisnexis.com
  2. 2. Controlling Client Intaken The flow of work in a law firm is the flow of information.n If the flow of information is slowed, this interferes with a firm’s ability to serve clients efficiently.n Legal software tools can help manage and monitor the client intake process to enhance productivity, marketing and avoid conflicts.
  3. 3. Things To Consider WithLaw Management Softwaren It’s not uncommon for some attorneys to improvise when taking information from a client.n This is a bad idea because it can lead to mistakes or a missed opportunity.n The data that is collected may be hard to interpret or disorganized.
  4. 4. Create A Plann Problems can be avoided if firms create law firm management policies that regulate the intake process.n Clients should be interviewed with a checklist to make sure nothing is missed.n It’s not uncommon for clients to omit facts because they think certain things are unimportant or embarrassing.n Legal software allows firms to have different checklists for different types of cases.n Having a set policy helps ensure that the same format is followed, no matter who does the interview.
  5. 5. More Information Is Bettern When law firm management includes client intake policies, the staff is better equipped to handle the case.n This helps both the relationship with the client and the future financial health of the firm.n Client intake starts with the first initial phone call.n The person taking the phone call should conduct a more complete interview and legal software forms can help direct the course of the conversation.
  6. 6. More Information Is Better n You shouldn’t limit yourself to only case facts. n Sometimes details that seem trivial, such as birthdays or hobbies can lead to a more personal connection and greater client satisfaction. n Other forms of information can help the firm uncover conflicts of interest early in the case.
  7. 7. Advantages Of Legal Softwaren Law firm management includes important software tools to enhance the intake process.n Information should be entered once and then copied to other forms as necessary.n If information is entered twice, it only increases the chance of error.n Paperless offices are able to file and find important information faster than an office that uses traditional file folders.
  8. 8. Advantages Of Legal Softwaren Senior attorneys can use legal software reports to monitor the process and make efficiency improvements whenever necessary.n The software also makes it easier to spot mistakes, such as missing information, early in the process.n It also helps lawyers spot patterns and identify how the system can be changed to eliminate problems.
  9. 9. Operating At Peak Efficiencyn Successful law firm management and client intake require ongoing oversight to keep the firm operating at peak efficiency.n Legal software helps make an attorney’s job easier while reducing the chance of errors and automating the intake process.
  10. 10. About LexisNexisn LexisNexis is a leading provider of content- enabled workflow solutions designed specifically for professionals in the legal, risk management, corporate, government, law enforcement, accounting and academic markets.n The company can customize its products to the needs of the modern law firm and offers unique features that generic software solutions cannot.

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