Client Intake:
Client intake begins once the prospective client is interested in your business’ services. This is the opportunity for the client and business to get to know one another and exchange key information. It’s a critical first element in smooth client onboarding and the foundation for a successful long-term business relationship.
Legal Client Intake:
Legal client intake is where the attorney and potential client meet for the first time to assess the case and discuss options. It is the moment for the lawyer to choose whether to pursue the case and for the client to decide whether to proceed with this particular attorney. A seamless intake experience can inspire confidence and ease client conversion.
Legal Client Intake Software:
Legal client intake software helps attorneys and other intake specialists create a smooth and seamless legal client intake process. The best legal client intake software makes sure no causes of action slip through the cracks and that client leads are dealt with quickly and effectively. Data is stored and transferred through the software.
GrowPath is legal client intake software:
GrowPath is an all-in-one legal client intake software solution. Automated prompts guide the intake specialist through key moments in the process. A patented lead scoring tool provides reliable and instant feedback on a candidate’s suitability. Data entry and access is user friendly, and data transfers from intake to case files at the push of a button.
GrowPath Blogs – Client Intake
3 Secrets on How Attorneys Gain Better Insights Into Case Management, From Intake to Analytics
Using Data to Improve Law Firm Operations
Law Firm Client Intake Software: GrowPath vs. Others
Let’s start off by agreeing that measuring the productivity of your attorneys and paralegals is important. And we can also agree on why it’s important: the more productive your legal staff is, the more cases they will efficiently move through the system, and the more...
2020 was quite a year for everybody. Many law firms saw declining intake calls and business disruptions as they struggled to adapt to the new normal. As the Vice President of Marketing of one of the largest personal injury law firms in the Southeast, I had to...
This may seem like a straightforward question, but it’s not. Why? Because the causes of poor performance are not always straightforward. It can be the result of someone who doesn’t have the skills or attitude to perform. Or it can be the result of someone who is being...
It’s hard to think of a scenario in which a law firm would not want to become more productive. It can help struggling firms survive challenging times and flourish afterward. It can help leading firms put competitors in the rearview and become market leaders. No matter...
In our recent masterclass, The Ultimate Guide to Measuring Productivity in a Personal Injury Firm, Eric Sanchez answered a question about productivity measurement for law firms. Here's the clip for reference:It’s a simple point, but worth discussing in more detail....
The Right Software Simplifies Your Life Document management in a law firm can be a sloppy and stressful process. Alternatively, it can be the lynchpin of a streamlined and successful system for managing clients and cases. As with many things in the modern world, it is...
How Statute of Limitations Software Helps Editor's Note: This is a companion piece to Avoiding Malpractice Claims Practicing law can be fraught with many dangers, but the best mistakes are relatively minor and easily managed. Sometimes, however, errors result in a...
What Happens When an Attorney Makes a Mistake? Avoiding Statute of Limitations Malpractice. Practicing law can be fraught with missteps. Some missteps have little to no impact on the ultimate result or quality of the services provided to a client. Others, meanwhile,...
GrowPath Insight provides state-of-the-art analytics, reports and dashboards as a stand-alone platform – Gain Insight to your data like never before.
5 Strategies to Improve Productivity Among Your Remote Employees At the wake of the coronavirus pandemic, all organizations, even those without a remote work culture, had to cope with the crisis by enforcing and effectively overseeing employees working from home....
The Right Software Simplifies Your Life Document management in a law firm can be a sloppy and stressful process. Alternatively, it can be the lynchpin of a streamlined and successful system for managing clients and cases. As with many things in the modern world, it is...
How Statute of Limitations Software Helps Editor's Note: This is a companion piece to Avoiding Malpractice Claims Practicing law can be fraught with many dangers, but the best mistakes are relatively minor and easily managed. Sometimes, however, errors result in a...
What Happens When an Attorney Makes a Mistake? Avoiding Statute of Limitations Malpractice. Practicing law can be fraught with missteps. Some missteps have little to no impact on the ultimate result or quality of the services provided to a client. Others, meanwhile,...
GrowPath Insight provides state-of-the-art analytics, reports and dashboards as a stand-alone platform – Gain Insight to your data like never before.
The Evolution of Legal Tech Outpaces Law Firm Adoption Famed inventor and technologist Ray Kurzweil hypothesized that changes in technology are exponential. In his famed essay, The Law of Accelerating Returns, Kurzweil wrote: A serious assessment of the history of...
5 Definitive Steps to Discovering the Best Law Firm Case Management for Your Practice This is the time to rethink, reset and rise to a new model of providing legal services based on better law firm case management. Why now? Clients are demanding it. A plethora of...
Download Our Intake Profitability Checklist Below Screening client leads during the intake process is good for both you and the prospective client. What are the weaknesses in your current client intake process? How can GrowPath help you upgrade your legal intake...
3 Steps to Better Legal Intakes at Your Client-Centered Firm Do your clients come first? Why a better customer experience at your law firm is a win for all parties. Think of your relationships with your clients, past and present. What words come to mind? If trust and...
3 Considerations in Implementing Legal Case Management Software Those who've successfully implemented the right case management software are already reaping the rewards. These include more quality cases signed, faster close times, improved employee productivity and...
The Difference Between Artificial Intelligence and Automation and what that means for your law firm. Law firm automation and the terms artificial intelligence (AI) and automation are often used interchangeably. Yet, these concepts involve very distinct differences....
2020 was quite a year for everybody. Many law firms saw declining intake calls and business disruptions as they struggled to adapt to the new normal. As the Vice President of Marketing of one of the largest personal injury law firms in the Southeast, I had to...
Download Our Podcast on Legal Intakes and Law Firm Business Development Below One of the key factors in finding the right clients for your legal services is properly targeted outreach. Not every prospect is a good match, of course. That's why it's inadvisable to...
GrowPath’s Revolutionary Approach to Legal Intake Allows Law Firms to Score Client Leads Better The founder of GrowPath, Eric Sanchez, is sporting a new tattoo to commemorate GrowPath’s latest patent. The patent initially received number 10,503,790, but it can now be...
How to Beat the Competition with GrowPath Law firm intake is, stated simply, the manner in which a firm is contacted by prospective clients, evaluates legal matters and converts qualified leads into retained clients. Every firm has its own approach to intake: Some...
Download Our Intake Profitability Checklist Below Screening client leads during the intake process is good for both you and the prospective client. What are the weaknesses in your current client intake process? How can GrowPath help you upgrade your legal intake...
3 Steps to Better Legal Intakes at Your Client-Centered Firm Do your clients come first? Why a better customer experience at your law firm is a win for all parties. Think of your relationships with your clients, past and present. What words come to mind? If trust and...
Almost every facet of the practice of law is speeding up, from communication to discovery to blockchain to pricing. Many attorneys start to tune out the noise and adopt a go-along, get-along attitude towards their tools and processes. Sticking your head in the sand, though, will not make the tech boom stop.
An Introduction to Legal Case Management Whether you're an attorney or a paralegal, you're juggling a number of cases all at once. As a result, it's easy to unintentionally let things fall through the cracks. Unfortunately, letting things fall through the cracks when...
As I mentioned in my first post on productivity, tracking performance against KPIs gives me an idea of who my best people are. But I want to go much deeper than that.
If you’re reading this, chances are you already have or are considering a dedicated intake software solution. That tells me you understand the importance of client intakes in growing a law practice.
As I mentioned in my first post on productivity, tracking performance against KPIs gives me an idea of who my best people are. But I want to go much deeper than that.
In 2016–2017, about two-thirds of law firms reported a breach in their cybersecurity, and that might be understated. Before you rethink your entire security strategy, it’s vital to have an accurate understanding of the most significant security threats.
New cases are the lifeblood of plaintiffs’ firms. For your firm to grow its business, you need to regularly add new clients, represent their legal needs in a timely and effective manner, help them receive the settlements they deserve—and then move on to the next case.
Between the 2016 and 2017 editions of the American Bar Association’s Legal Technology Survey Report, the number of lawyers relying on cloud computing escalated by 40%.
GrowPath Insight provides state-of-the-art analytics, reports and dashboards as a stand-alone platform – Gain Insight to your data like never before.
Company Recently Awarded U.S. Patent Number 10,656,794; Feature Designed to Facilitate Lead Scoring During Legal Client Intake (Durham, N.C.)Â GrowPath, a provider of next generation legal case management software, announced today a new lead scoring tool that...
How Cloud Based Legal Software Keeps Your Business Running The novel coronavirus came on gradually and then suddenly. In recent days and weeks, as conditions worsened nationwide, many marquee activities and signature events were cancelled in an effort of social...
GrowPath COVID-19 Update We would like to take this opportunity to communicate with our valued customers about our response to the dramatic circumstances surrounding the spread of COVID-19. We are closely and continually monitoring events and responding as necessary....
With Tara Williams recent appointment as the new CEO for GrowPath, it's a good time to review her journey and see why she's such a great fit for the role. As Vice President of Customer Success, Tara led onboarding and support services for GrowPath's customers. Now,...
GrowPath's Eric Sanchez and Ginny Allen recently presented on "Ethical Client Intake: Procedures for Compliance" as part of the Webinars for Busy Lawyers series hosted by the Massachusetts Law Office Management Program (LOMAP). Topics covered included: A lawyer's duty...
It's official - we've received our third patent, and second cyber security patent. And like with his first two patents, our chief product officer and resident inventor, Eric Sanchez commemorated the occasion with a new tattoo. (Check out the video below!) Our latest...