Improving Client Intake With Law Firm

Management TechniquesPresented by:LexisNexis

http://www.lexisnexis.com

Controlling Client Intake

n 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.

Things To Consider With Law Management Software

n 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.

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.

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.

More Information Is Bettern 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.

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.

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.

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.

About LexisNexis

n 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.