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Wednesday, February 17, 2010
Is Your Case Management System Really Set Up To Do GREAT Intake?
Do you know the difference? Are you aware of your options? Do you know how to create a great intake system or how it would benefit you?
While there are some great case management systems available today, none of them are client and marketing friendly. Systems like Legal Files, Needles, AbacusLaw, Amicus, Client Profiles, and a few others are great for managing your case files, but they are not intake / prospect / client friendly.
When a new, prospective client calls your office, you need a program at your fingertips that will make the interview process as smooth and easy as possible, allowing you to collect the right information, record it properly, and track it. Failure to collect and correctly enter the right information during that first contact can create a multitude of problems including:
• Database errors
• Inability to run sensible marketing reports
• Failure to follow up, leading to failure to convert prospects into clients
The good news is that there is software on the market today that can sit in front of your case management system and make it very easy to help you interview a new prospect. Then completely follow the client through the case.
Your intake software needs to accomplish several things while being user friendly. Of course, you need the basics such as name, contact information, and the nature of the case.
You also need to record how the caller heard about you, so you can figure out what is working and what is not when it comes to marketing. You are tracking more than just the number of calls with this information. You have to tie it to the quality, value and type of case. You need to know which of your law firm’s ads and ad campaigns are generating prospects that turn into clients and which ones are just generating inquiries. Without accurate intake, you cannot make these determinations.
Your intake software should also help you turn prospects into clients by generating the right notices and reminders to help you follow up with these prospects in an informed and timely fashion.
While there are some great case management systems available today, none of them are client and marketing friendly. Systems like Legal Files, Needles, AbacusLaw, Amicus, Client Profiles, and a few others are great for managing your case files, but they are not intake / prospect / client friendly.
When a new, prospective client calls your office, you need a program at your fingertips that will make the interview process as smooth and easy as possible, allowing you to collect the right information, record it properly, and track it. Failure to collect and correctly enter the right information during that first contact can create a multitude of problems including:
• Database errors
• Inability to run sensible marketing reports
• Failure to follow up, leading to failure to convert prospects into clients
The good news is that there is software on the market today that can sit in front of your case management system and make it very easy to help you interview a new prospect. Then completely follow the client through the case.
Your intake software needs to accomplish several things while being user friendly. Of course, you need the basics such as name, contact information, and the nature of the case.
You also need to record how the caller heard about you, so you can figure out what is working and what is not when it comes to marketing. You are tracking more than just the number of calls with this information. You have to tie it to the quality, value and type of case. You need to know which of your law firm’s ads and ad campaigns are generating prospects that turn into clients and which ones are just generating inquiries. Without accurate intake, you cannot make these determinations.
Your intake software should also help you turn prospects into clients by generating the right notices and reminders to help you follow up with these prospects in an informed and timely fashion.
posted by
Harlan Schillinger
at
6:42 PM
1 Comments:
What are the sofeware programs which are "intake friendly" and what will they do that "Needles" will not do?
Thanks,
Brent Adams
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