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Introduction

Having a client-facing application can ultimately improve your entire business. If you’re not using one, let me explain why it’s important for your law firm by giving an overview of the benefits of Client Intake Software in the legal industry.

Client Intake Automation

Client intake automation is the process of using software to automate the client intake process. This can be done in a number of ways, from creating an Online Form that clients complete before they even speak with you over the phone, to having them fill out all their information before they even come into your office for an appointment.

Automated client intake can reduce your administrative workload and give you more time for what matters most: helping clients solve their problems! You’ll also improve client experience and satisfaction because they won’t have to spend so much time filling out forms or waiting around while someone else does it for them. If clients are happy with how easy it was for them to start working with you, they’re more likely to stay customers long-term, which means increased revenue from sales opportunities later on.

Improve Client Experience and Satisfaction

Client intake software offers a number of benefits to your organization, including:

  • Automating the process of new client intake. Client intake can be a time-consuming and tedious task for human resources departments. Client intake software helps automate this process so that you can register more clients in less time.
  • Collecting more data about your clients and their business needs. which allows you to better serve them with relevant products or services that meet their needs. This gives you an edge over competitors who do not have this information available at their fingertips when making decisions about what products/services they should offer next time.
  • Ensuring that all pertinent information is collected during each session. This ensures accuracy when entering data into CRM systems after doing research on each person individually before coming up with recommendations based on past experiences.

Client intake software

Increase Productivity

With client intake software, you can spend less time on manual data entry and more time on higher-value tasks. This will help increase productivity for your law firm and make it easier for lawyers to focus on what matters most: serving their clients.

Better Data Collection

The first step in improving your client experience is identifying areas where it could be improved. By collecting information about how clients interact with your company, you’ll be able to see where there is room for improvement and then make those improvements! The data you collect with client intake software will help you identify areas where clients are experiencing problems or dissatisfaction. You’ll be able to use this information to improve your customer service and create a better experience for every new client. Client intake software helps you collect the data you need to improve your client experience and satisfaction.

Client Experience With a CRM for Law Firms

Client intake automation is an essential component of Client Relationship Management Software. It helps improve client experience and satisfaction, increase productivity, and collect better data.

A good CRM for law firms should allow you to:

  • Automate the intake process so that you can focus on building relationships with clients rather than spending time on repetitive tasks like data entry or filing paper documents in the right folder (or not filing them at all). The intake process is not the only thing that can be automated in a law firm. You can use Runsensible for other kinds of Workflow Automation as well.
  • Collect all relevant information about each case as soon as it comes in so there are no gaps in your knowledge base when working on a case later on down the road.
  • Keep track of all the conversations you have with clients, so that you can follow up on them later and make sure nothing has been forgotten. Automate tasks like scheduling appointments, sending reminders about upcoming events or deadlines in your caseload, or even reminding a client to pay their bill, all while making sure there are no gaps in communication between any parties involved. Automating tasks like this can free up a lot of time for you to focus on the more labor-intensive parts of your job. It can also help keep clients happier and more satisfied since they don’t have to worry about forgetting things related to their cases.

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Conclusion

We hope that you’ve found this article helpful. If you’re looking for a CRM for your firm, then you’re in the right place. Our software, Runsensible, can help automate client intake and improve productivity by organizing your data in an easy-to-use interface. Here’s a 14-day Free Trial. Go ahead and try it, this one is on us!

FAQ

1. How does client intake software help with data collection?
Every time a new potential fills out a form or speaks with one of your firm’s representatives, the software will record any relevant information that might be useful later on, this can all be done automatically.

2. Can client intake software keep track of emails as well?
A CRM solution such as Runsensible can not only keep track of the information exchange, but it also allows you to monitor the level of clients’ interaction with the emails that you have sent them. (e.g. opening the email, ignoring, etc.)

3. How can client intake software improve client experience and satisfaction by automating the staff’s workload?
Simply put, by taking off the unnecessary workload on the staff and leaving the repetitive tasks to an automated system, your staff will be able to devote all of their attention to more important tasks which will improve the service you offer to your clients and therefore increase their satisfaction.

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