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How CloudLex’s Intake Workflows Work?

CloudLex’s Intake Workflows

A PI firm needs to gather a lot of information before it decides whether it can commit its resources and accept a case.

Thus a legal client intake is a robust process of collecting detailed case information from prospects in order to correctly qualify leads and accept them as cases. During this process, law firms may run conflict checks and provide an initial consultation to prospective clients. At the end of this legal intake process, the law firm may accept or decline representation to the client.

With CloudLex’s Intake Manager, your law office can become more efficient in handling new intakes, and improve client experience. It provides you with powerful tools and features that can run the intake process smoothly.

CloudLex helps you manage client intake processes efficiently and effectively by ensuring that you don’t miss out on important case details which could lead to unnecessary follow-ups with prospective clients or worse, incorrect decision of whether to accept or reject a case.

Its intake manager application is built for personal injury law firms to manage the entire intake process.

It is also seamlessly integrated with its matter manager (a matter management software) so if you have accepted intake, you can then convert your intake into cases with just a click of a button transferring all the intake information including documents, tasks, events, medical records, expenses etc into matter manager.

What are the features of client intake software?

You can streamline your intake process with client intake software and attract and keep quality leads with the following practice management system features.

Intelligent client Intake: Gather all the information you need from the jump: plaintiff data, incident information, relevant documents, contact info, and more with our intelligent intake forms that are tailored to personal injury attorneys.

Paperless Forms: Make things easier for your potential leads with online intake forms that they can fill out anywhere, at any time, and at their convenience.

Timely Follow-Ups: Delegate intake tasks to your team and schedule future communications right from a prospect’s profile. We’ll even nudge you with automatic alerts prompting you to follow up with leads on specified days.

Real-Time Updates: Enter prospect info and it will automatically populate in all the right places–eliminating duplicative work for your team and leading to more informed follow-ups with your leads.

Seamless Lead-to-Client Transitions: Convert potential leads to clients and transfer all their intake info to Matter Manager, our revolutionary case management software, with just one click, thus eliminating hours of manual repetitive work, unnecessary follow-ups, and increasing team’s efficiency.

Powerful law firm data Analytics: Discover which of your marketing campaigns and channels are bringing in the most leads, conversions, ROI, and more with our detailed reports that track your key performance indicators–so you can operate intelligently and boost your profits.

How CloudLex’s intake workflows work?

We have to accept the fact that everyone hates repetitive tasks. They seem as a drudgery, are error-prone, and frustrating for the team, but here is where legal workflow automation can help. You can automate these/such mundane and repetitive tasks thus improving efficiency, streamlining approvals, and reducing errors throughout the case lifecycle.

For example, every time you qualify an client intake, you need to send intake forms to the client to fill in. Intake workflows can help you assign tasks automatically to a paralegal to collect case information using intake forms. Forms can be shared through email and help you capture case information that would have been impossible using paper-based forms.

Once the case information is collected, if you want to send the fee agreement to the client to sign, a workflow can assign tasks to a paralegal automatically to send out fee agreements to clients.

It also gives you visibility into the status of workflow activities of each task across all the intakes. So using forms, you can collect data efficiently and can please the client with a faster response time.

How does intake management software increase revenue for my law firm?

In the extremely competitive personal injury practice, almost every firm invests its hard-earned money into marketing to get new clients.

But do you know if it was client referrals or digital marketing or the outdoor hoarding or the TV ad etc that brought in new leads last month? Do you know which of your intake workers has a better conversion rate? Or retention rate? If not, you are missing an important opportunity to process your data in a meaningful way.

Analyzing intake data helps law firms determine which marketing campaigns and channels – or employees – are more successful.

This information helps you make more empowered decisions about the future of your business.

Intake management software can help you transform your intake process. No more surprises, no more missed opportunities. Every lead that comes into your firm is the result of your hard work and money spent. Don’t let that lead – or the data – go to waste.

There are many new intake management solutions on the market. Do your research to determine which is right for your law firm.

The most important aspect of organizing data, follow-ups, knowing your best performing marketing channels, etc. etc. is that now you don’t miss a lead, you’re able to take the best cases to the next stage, invest wisely in marketing channels that are performing…. All this leads to more revenue for you firm

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