More Cases, More Revenue: How GrowPath Optimizes Client Intake for Law Firms

GrowPath Intake helps personal injury law firms get more of the cases they want and increase their revenue. From the moment a prospective client reaches out to you to the moment you sign them, our legal case management software streamlines the intake process to maximize efficiency and eliminate wasteful processes.

How do we know GrowPath can do all this for you? Real-world results. Below is an interview with a user who experienced the benefits of our software firsthand. Our client worked at a law firm for 13 years where one of her duties was managing the client intake process.

Forced to rely on old-school methods, she found the intake process to be difficult, inefficient, and stressful. Here are some of her answers on how GrowPath helped optimize intake for her and her firm:

What was your firm’s intake process to sign a prospective client?

“When I first started, we did everything on a Word document. The form was confusing to fill out with lots of different fonts and colors. You had to annotate each time you talked to someone.

The process was very stressful. We missed out on big cases because our intake process was so inefficient.

Another issue was that we could only do client intake over the phone. This severely limited our reach to potential clients and for them to contact us. We missed out on cases we wanted because we weren’t there when they needed us.”

What did your law firm do to address these inefficiencies?

“We started using a case management system (CMS) and it made things somewhat faster, but there were still problems. For example, I’m not an attorney, so I didn’t always have the knowledge required to ask prospective clients relevant questions. At worst, cases would fall through the cracks, and at best, an attorney would have to review the intake before the client could be signed. This delay could be extremely costly.

As another example, there was no integration between the intake process and the rest of our case management system, meaning we had to take time to copy everything over. It was a gross inefficiency and another place where important information could get lost in the shuffle – and often did.”

How did GrowPath provide the client intake solution your law firm wanted?

“Any staff member could suddenly be a successful intake representative. GrowPath now prompts our intake reps to ask questions to prospective clients based on the particulars of their cases. The potential client’s responses generate new prompts that qualify them as leads and then the software assigns action steps accordingly. Lead scoring is based on qualifying criteria we customized ourselves.

My favorite feature is ‘Click to Call’ because it eliminates misdials, which could lead to us missing out on a case. Clients are calling multiple attorneys, so every second counts. One misdial could mean the difference between us getting a case we want or not.

Furthermore, we receive reports on how to grow our firm using our best marketing channels, the ones that produce the most and highest-quality leads. This allows us to refine and tweak our spending strategy based on the latest data.”

What’s your law firm’s client intake process like now with GrowPath?

“It helps us get so many more cases – lucrative cases we want. GrowPath is a huge part of helping us give more people the help they need.”

Without GrowPath, our intake process was slow, confusing, and stressful. But with GrowPath, our clients are impressed by our efficiency and professionalism. This CMS makes me confident that we’re helping people as much as we can. I would recommend GrowPath to any firm that wishes to streamline its legal intake process.

Want to learn more about how GrowPath Intake can help you get more of the cases you want, right now? Schedule your demo today.