Before a lawyer accepts a case, many initial processes take place. This is collectively called the client intake process. It can involve important tasks like information gathering, conflict checks, and client assessment. Growing law firms usually don’t have the time to manage all these tasks on a manual basis. This is where legal intake software comes into play. In this guide, we’ll explain four reasons why every law firm should invest in legal intake software.
1. Increased Efficiency
Legal intake software like Gavel automates a wide array of tasks, which include:
- Data entry
- Document management
- Engagement agreement
- Risk management
Investing in legal intake software allows law firms to increase their efficiency, scale rapidly, and take on more cases. Manual tasks and errors usually go hand-in-hand. Having the right software in place minimizes errors that can jeopardize a client relationship. In addition, legal intake software makes the jobs of lawyers and their staff easier. This software empowers legal administrators to automate repetitive tasks and boost their productivity.
2. Better Organization
Legal intake software helps law firms organize all key documents and tasks in one central location. This makes accessing critical documents easier for collaborators, as well as sharing these documents with clients for signatures. When you choose to deploy legal intake software, everyone has natural and convenient access to documents that are relevant to a case. This is a tremendous benefit in fast-paced legal settings where speed and precision are expected.
3. Faster Response Times
Law firms that use legal intake software are able to respond more quickly and efficiently. For example, let’s say that a client fills out an online form to schedule a free consultation. As soon as they complete the form, they’ll be automatically emailed the next steps for scheduling the consultation with the attorney. Otherwise, the firm would have to manually reach out and schedule the consultation, which can take a lot of time if cases are piling up.
4. Improved Data Analysis
Legal intake software makes it possible for law firms to track and analyze data related to the intake and onboarding process. Law firms can analyze key metrics, such as lead sources and conversion rates, to make data-driven decisions about their marketing campaigns and business operations.
Legal intake software can point out the areas that need immediate attention in your workflows and response times. For example, if you may notice that the onboarding process is still taking too long for your firm. With the help of data analysis, you can find out how long each task takes to complete and optimize them with efficient workflows.
Endnote
Ultimately, having legal intake software is a requirement for doing business. Not only can legal intake software make client onboarding quick and easy, but it can also elevate client satisfaction and reduce churn.
It’s important to choose the right legal intake software that will benefit your business. When browsing available options, make sure to check online product reviews, request demos, and observe case studies. Doing this will help you discover how a potential software option works for your firm.
