How an Immigration Firm Streamlined Intake Using Lomatics (Full Transcript)

[00:00:06] Speaker 1: One thing that I think clients are looking for is someone they can connect with, because there's a lot of fear. The other thing is that they're wanting someone who's accessible, answering the phone, getting back with them right away, and that's where Lomatics helps us, being able to be as responsive as possible. Listening is of the essence, and the client is a lot more savvy than ever before. The more you can respond quickly, get them in for a consult, move through the process of hiring, or at least letting them know whether you can help them or not, really essential.

[00:00:44] Speaker 2: We are a full-service immigration law firm, so we do experience high volume. Full-service does inquire a lot of avenues, employment, asylum, court, so we do get lots of inquiries all the time.

[00:00:55] Speaker 1: From all the leads that come in, to be able to respond back immediately, to have the opportunity to schedule online, to follow up, in case maybe the potential client isn't ready to hire at the moment, Lomatics helps us do that. And that makes a really good first impression, because the client's like, wait, this firm's organized. Some of our challenges before we found Lomatics were like, what do we do with all our clients? What are our contact information? And like, the whole intake sales flow at the front end of the process. Organization's really important, but it gets a little messy as you're growing, and you know, the firm being 15 years and having helped, I guess, thousands of people at this point. I wanted to find a better way to manage and curate the contact and the leads.

[00:01:49] Speaker 2: Something that's really good about Lomatics for just searching up or finding any clients that maybe have reached out to us, previous clients.

[00:01:56] Speaker 1: And I think that one area that law firms are lacking is having a CRM and the value of what they can do for you. What would the state of our firm be without Lomatics? Well, oh, a VMAS.

[00:02:21] Speaker 2: I'm sort of feeling like cringing right now of how much money I'd be wasting. We used to use a lot of different systems to confirm different things, and Lomatics helped us by combining and not needing a bunch of different softwares. My admin team uses it every day. We use it to send our intakes from. We use it to send our consultation confirmations from.

[00:02:51] Speaker 1: Reality is, if you really know how to organize your contacts and keep them engaged, you really don't need to spend a ton on a lot of other marketing efforts, and Lomatics helps us with that. Because of Lomatics, we've been able to convert more clients and be able to monitor our sales funnel and make those tweaks necessary to maximize all the potential leads that come into the firm.