Why You Should Audit Your Intake Process

What’s keeping strong leads from signing once they reach intake? Too many law firms lose valuable cases not because of weak marketing, but because their intake process is slow, inconsistent, or full of blind spots. An intake audit helps uncover where leads are falling through the cracks, where follow-up breaks down, and where manual work is costing your firm time and revenue. 

This webinar guides you through a simple audit to reveal where intake is getting in the way, and how to fix the friction that stops the right prospects from saying yes. 

In this session, you’ll learn how to: 

We’ll cover:

Grab your seat now to see exactly what to change so intake starts working in your favor.

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.