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Utilizing Your Law Firm’s Intake Software

The intake software for your law firm comes with a high price tag, and shelfware can be even costlier...

Convert Potential New Clients into Clients

[Sign more cases...]

In the legal world, your relationship with clients is the cornerstone of your firm’s success. As a law firm, you deal with a vast range of clients, cases, and data every day. Managing all this information effectively is essential not only to provide outstanding legal services but also to nurture long-term client relationships. However, many firms struggle with implementing and fully utilizing their intake systems.

Whether you’ve had a intake management software (IMS) in place for years or you’re just starting to integrate one into your practice, the challenge often lies in using this powerful tool to its full potential. That’s where we come in. ElevAmp specializes in helping law firms unlock the full capabilities of Lawmatics or HubSpot, providing tailored strategies and support to improve client communication, streamline operations, and boost firm profitability.

Together, we’ll explore why an intake management system is essential for law firms, common challenges, and how our team can help you successfully implement and maximize your IMS.

shelfware

Why Law Firms Need Intake Software

[Do more with less]

Centralized Information

Intake management software provides a central location for all potential new client information, including contact details, what type of practice area they are looking for, marketing and advertising data, and communication logs. By centralizing this data, it becomes easier for attorneys and support staff to guide the PNC through the intake process and ultimately convert them into Clients. This ensures that no detail is overlooked, helping to prevent misunderstandings and missed opportunities.

Automated Follow-up

Law firms often have repetitive administrative intake tasks that can consume valuable time. Intake software can automate many of these tasks, such as sending follow-up emails, scheduling appointments, and generating reports. Automation frees up time for your team to focus on more strategic work, like building client relationships and managing new matters.

Enhanced Relationships

Utilizing and IMS helps you keep track of not only potential clients but also how they found your firm, and the reasons why (or why they didn’t) retain you. With a well optimized IMS, law firms can easily manage their pipelines, ensuring that no potential client falls through the cracks. By nurturing leads through consistent communication and follow-up, firms can increase their chances of converting leads into clients and retaining them for future services and build out a strong referral network for growth.

Timely Communication

Fast, clear, and consistent communication is key to converting leads into clients. Intake software like Lawmatics and HubSpot allows law firms to immediately respond to leads, schedule reminders, track communications, and ensure that every qualified opportunity is followed up with at the appropriate pace for your law firm.

Whether you’re sending appointment reminders, following up on an initial inquiry, or keeping potential new clients informed of conflict checks, an intake system helps you stay on top of PNC communications, improving the first interaction a potential client has with your law firm.

Data-Driven Decisions

Your IMS gives you the tools to analyze client data and generate reports that inform business decisions. For example, you can track which marketing efforts are bringing in the most clients, identify which types of cases are most profitable, and spot trends in client behavior. This data-driven approach helps your firm optimize its operations and grow more effectively.

 

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The Challenges with Intake Software

[The problems]

Integrating Systems

Many law firms already use various software tools for case management, billing, and client communication. One of the biggest challenges with intake software is integrating them with the other tools your firm relies on. Without seamless integration, data can become siloed, leading to inefficiencies and errors.

Poor Adoption

Intake management software can be powerful, but they’re only as effective as the people using them. A common problem among law firms is low user adoption rates, often due to a lack of training, confusion over the software, over-engineering, or a perception that the IMS adds more work rather than simplifying tasks. When the team isn’t on board, your intake software tool fails to deliver its full value.

Data Accuracy

All software relies on accurate data to function properly. However, data entry mistakes, incomplete records, or inconsistent input methods can lead to inaccuracies. This problem not only reduces the effectiveness of the IMS but also creates extra work for staff to correct the data down the line.

Feature Fatigue

Many legal intake software tools offer extensive customization options, allowing law firms to tailor them to their specific needs. However, the sheer number of available settings can be overwhelming. Law firms may get lost in workflows/automations, resulting in a tool that is never utilized or improperly set up.

Under Utilization

While automation is one of the key benefits of an intake tool, many law firms don’t take full advantage of this feature. Failing to automate routine tasks means that staff are still manually handling processes that could easily be automated, such as client follow-ups, and appointment reminders. Many law firms that use an intake management tool like HubSpot or Lawmatics, fail to send a basic initial follow-up email to a website form lead.

Our Solutions

[What we can do to help your law firm]

People, Process & Technology Audit

Before making any changes, we’ll conduct a comprehensive audit of your current HubSpot or Lawmatics setup. This includes reviewing your pipeline, stages, statuses, sub statuses, automations/workflows, and integrations to identify any gaps or areas for improvement. Based on our findings, we’ll provide actionable recommendations to help you optimize your IMS.

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Integrations to HubSpot/Lawmatics

If HubSpot or Lawmatics isn’t fully integrated with the other tools your firm uses, we’ll help you bridge the gap. We will also make recommendations on how to integrate with the other tools your law firm uses. Whether it’s your case management system, billing software, or email marketing platform, we’ll ensure that your IMS works seamlessly with the rest of your tech stack.

These integrations will help you avoid duplicating efforts and ensure marketing and advertising data flows smoothly between systems.

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User Training & Support

To ensure that your IMS isn’t collecting dust as “shelf-ware”, we provide comprehensive user training and ongoing supoort. This training is tailored to your specific system setup and the way your firm operates, so your staff can confidently navigate the IMS and use its features effectively. Additionally, we offer ongoing optimization to identify other areas your firm could be leveraging your intake technology to get the most out of your subscription.

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Workflow Customization

We understand that no two law firms operate the same way. That’s why we help you customize your CRM to match your firm’s workflows. Whether it’s creating custom fields or properties, automating certain tasks, or setting up custom reports, we’ll work with you to ensure that your IMS is tailored to the way your firm operates.

To help your firm save time and reduce manual labor, we’ll set up automations within your IMS. This can include everything from automating client follow-up emails, to automatically putting deals in the right stage within your pipeline. With the right automations in place, your team can focus more on practicing law and less on administrative work.

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Data Management

If your CRM data is messy, it won’t be as effective. Moving forward, we’ll help you implement data entry best practices so that your system remains clean and usable.

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Advanced Tracking & Reporting

Your IMS can do more than just store client information – it can provide valuable insights into your firm’s marketing and sales performance. We’ll help you set up advanced reporting and analytics features so you can track key metrics such as client acquisition cost, lead conversion rates, and overall firm performance. These insights will help you make data-driven decisions to help improve your intake operations.

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How a Well Optimized IMS Transforms Your Law Firm

[Elevate and amplify]

When your IMS is properly set up and utilized, the benefits are clear. Below are just a few of the ways a well-optimized CRM can transform your law firm:

1. Streamlined Communication with Leads
With an IMS, you can manage all lead communications in one place, ensuring that no messages slip through the cracks. Whether it’s setting reminders for follow-ups or automating email responses, the system helps you maintain consistent communication, which is essential for building trust and providing top-tier client service.

2. Improved Case Management
By integrating your IMS with your case management system, you’ll have a complete view of each client’s history and case details. This helps attorneys and staff stay informed and organized, improving case outcomes and client satisfaction.

3. Enhanced Client Experience
With an IMS, you can personalize client interactions based on their specific needs and preferences. From personalized email campaigns to targeted marketing efforts, an IMS helps you provide a more tailored experience, which leads to higher client conversion and client satisfaction.

4. Increased Efficiency Through Automation
Automating routine tasks such as updating stages in a pipeline, appointment reminders, and follow-up emails frees up your intake team’s time. This increased efficiency allows your firm to take on more clients, improve profitability, and reduce burnout among staff.

5. Better Data-Driven Decision Making
Your IMS’s reporting features provide valuable insights into your firm’s performance. By analyzing lead data, lead source information, and marketing efforts, you can make informed decisions about where to focus your resources and how to improve firm’s marketing investments.

Why Choose Us to Optimize Your Law Firm’s IMS?
When it comes to optimizing a law firm’s IMS, it’s not a one-size-fits-all solution. We understand the unique needs of law firms, and we have over a decade of experience helping legal professionals implement and fine-tune their CRM systems and implement high performing marketing strategies. Here’s why law firms choose us: