Enhance Family Law Practice with Modern Legal Client Intake Software (Full Transcript)

Speaker 1: Family law is all about building relationships with your clients, and that process begins when they first come into contact with your firm. This makes having an organized, accurate, and client-friendly intake process critically important. The best way to modernize your firm's legal intake is to use legal client intake software that includes a built-in tool for Customer Relationship Management, or CRM. The core function of a CRM is to organize every piece of contact information you have at your firm into one simple, convenient database. It's like a digital Rolodex that your staff can access and update anytime, anywhere. For family law firms, a good CRM enhances communication between you and your potential clients right from the start of client intake. It gets potential new clients into your firm fast by integrating with your email, virtual receptionist, and chatbot tools. These useful integrations enable you to connect directly with potential clients automatically and immediately. From there, you can send online intake forms, which sync with your CRM, to prospective clients. These forms are a powerful tool for data collection. Potential clients receive them, fill them out, and submit them. Then their information goes straight into your CRM database. Some software providers, like Smokeball, actually offer family law-specific intake forms. With these, you get nuanced information you need for each potential client's unique situation, like their spouses, children, assets, and personal histories. As the software gathers this detailed information for you, the CRM organizes it all into an easy-to-access file that stores all the contact information, communications, documents, and important case details for every prospect, client, and contact in your network. Additionally, legal intake and CRM software syncs with your practice management software to create an end-to-end solution. This includes the ability to link with your billing and payment software, so you can easily track child support, property division, and alimony, all from the same place. To learn more about how a powerful client intake and legal CRM solution combines with practice management to help family law firms like yours run your best firm, visit smokeball.com.