Why You Should Audit Your Intake Process

Are you tired of spending valuable hours on client onboarding, only to see it eat into your billable work? At your law firm, time is money, and we understand that analyzing and improving your intake process can often be neglected due to lack of time and a concrete plan. But worry no more, we have the perfect solution for you, and you’ll find out why you should audit your intake process during our upcoming webinar!

Watch our webinar to learn how to identify bottlenecks in your intake process and showcase best practices and solutions so your law firm can remain on top.

Learning Objectives:

Consider this a crash course on auditing your client onboarding and you’ll see firsthand how these strategies have transformed other law firms in just 30 minutes. Watch now!

Matthew DeFrain, Account Manager

Since joining Law Ruler, Matthew has helped hundreds of firms grow their practice, increase productivity, and simplify how they integrate with leading technology. His knowledge in law and cloud-based software has given him the industry experience that continually helps law firms succeed! Now his mission is helping law firms across the country, and from every practice area, learn how to use simple software to track, grow, and maintain relationships to grow their business.

Legal CRM

Scale your firm with a Legal CRM that organize your leads, prospects, and current clients while automating your processes and communications.

Marketing Automation

Never miss a lead again with personalized automated texts and emails.

Client Intake

Save time by eliminating redundant data entry while automating document assembly and custom forms.

Dashboard Analytics

Create custom reports that highlight your most important KPIs and your best marketing sources.

Integrations

Streamline how your firm works with dozens of integrations with leading legal vendors.