The intake process is an important part of the overall client lifecycle. It’s essentially the series of steps required to convert prospects into paying clients, or in other words, it’s the law firm sales process. Yet despite its importance, few law firms have put much energy into optimizing their intake process to create a better client experience, increase their efficiency, or improve the firm’s conversion rate. View Full Post
In today’s almost exclusively digital world, a fast, reliable, and easy-to-use scanner is an essential piece of office equipment in most every industry. In the legal profession, it’s non-negotiable. Between client documents, research, court notes, contracts, and estate papers, along with an array of other paperwork, law firms would be swimming in clutter if it weren’t for digitization and electronic filing (eFiling). View Full Post
Want to ensure your law firm gets paid—and paid on time? Try using an evergreen retainer. Evergreen retainers simplify the process of settling invoices on schedule, and the system is straightforward: Your client provides an original retainer held in trust against which legal services are billed—and when their trust account hits a predetermined minimum balance, they replenish the funds. View Full Post
It’s no secret that office administrators at law firms wear many different hats. One responsibility that often does not receive the attention it deserves (at least not until there’s an emergency) is managing technology effectively at one’s law office. Below are eight technology tips for law office administrators, shared by an ex-office administrator who has since joined our team at GlobalMac IT. View Full Post
A client portal allows lawyers to securely share information online with their clients. This includes documents, messages, invoices, and much more. How does it work? One party adds a message or shares a document via the secure platform, and the other receives an email notifying them that they have a secure message waiting for them. View Full Post
Does Gmail work for lawyers? Five years ago, if you had asked me which email service an attorney should use, I would have said “not Gmail.” There were a couple reasons for that, but the big one was privacy: Google used to scan their users’ emails for purposes of targeting ads, which felt like a violation of client confidentiality, even if you could argue that a robot scanning email is not divulging confidences to a third-party. View Full Post