Intake Technology and Tracking

There are so many tech options when it come to tracking data for intake. The most important thing when it comes to tech and intake is to fully using it to track data.

What should you be looking for to measure performance? Tracking Key Performance Indicators (KPIs) for intake will help you better understand your leads.

One of the best uses of automation in your law firm is streamlining the intake process with tools. We show you how to get the most out of the tools you’re using. This lesson takes you through all your options for automating data entry.

You know how important it is to learn how to conduct as much business as possible with remote technology. Flexibility and tracking is key. This video looks at the tools you can use to make sure your office has the flexibility and options you need.

This lesson looks at making choices about the technology you use, whether it’s the attorney or office manager. Cost is just one factor in the equation.

Is your phone provider scalable as you grow? Will your bandwidth match the phone services and features? These are all questions to ask as you set up your intake system.

A simple calendar is not enough to use for scheduling your clients. Acuity allows for online schedule directly from your website, and it can take payments when a consultation is made, making it easier for an intake specialist.

What is Slack and why do we use it? Here’s where you can put automation to work. Slack can be connected to all your tools to keep your team instantly updated with the communications they need to succeed.

When looking for direction from your numbers, we look for signs that things are working or not. For instance, if your no-show rate is high – then collect a deposit. We made this charge for consultations after testing and it made a big difference in our bottom line. Free often means people devalue your time. You might also need to take a prepayment.