Ditch the Spreadsheets: How to Automate Your Law Firm’s Intake and Marketing Processes
Microsoft founder Bill Gates famously said, “Automation applied to an efficient operation will magnify the efficiency.” After working with successful law firms for years, we’ve seen that two key processes benefit most from automation: marketing and client intake. Using spreadsheets and manual entry may have served you well so far, but as your firm grows, the inefficiencies of manually managing marketing and intake become harder to ignore. Mistakes happen with manual entry, client satisfaction plummets, and valuable leads are lost.
You need automation tools to streamline the processes of connecting with new potential clients and guiding them through intake. Learn how to ditch the spreadsheets and automate your law firm’s intake and marketing processes with precision and scalability.
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