How to Standardize Client Intake Process in a Real Estate Law Firm
Posted On: 25-August-2022
Created By: Lawsyst Team
The process of client intake is critical to both clients experience and law firms productivity. Legal intake is probably the first touch point in your sales funnel, the first opportunity to offer exceptional client experience. It is also the time when you make your first impression and educate your client on the way they can work best with your firm. In case you lack a standardized intake process, you will not only lose you precious time on unbillable tasks but can lose potential clients as well. An optimized intake process can make significant impact on your real estate law firm’s productivity, cash inflow, and revenue generation.
The legal intake process is an essential stage in the overall customer lifecycle. It involves series of steps that convert a lead into a paying customer. Regardless of its importance, few attorneys and real estate law companies have made efforts to standardize their client intake process to enhance efficiency, generate more revenue, and provide better client experience. A poorly developed process for legal intake can lead to time wastage, disorganization, and lost income as prospects are lost. On the other hand, a well-organized and streamlined intake process can increase your conversion rate and ensure client delight at the same time. Below are some tips to optimize and standardize legal intake process in your real estate law company.
Each customer have the right to get a professional and seamless client experience from the start until there matter is solved. One of the touch point where most prospects face problems is the initial stage, the intake process. A good legal intake process needs to streamline processes for both the lawyers and the clients. It should give confidence to the customer on their decision to select you as their service provider. Real estate law firm software having CRM features can help you provide positive experience to the leads and convert them to your clients. Lawsyst UAE, a complete matter management software, can be an ideal fir to offer excellent client experience.
It doesn’t matter how customer reach at your site, they will probably use email, phone, or your website for first consultation. You need to provide functional and responsive contact details to ensure client easily reach out to you. When a lead contact your real estate law company, you need to be prepared to get necessary information while ensuring the client is comfortable and finding it easy to provide you all the necessary data. Whatever method you use for data collection, make sure it is convenient for your employee and the client as well.
If your lead acquiring and nurturing process is hard, a prospects might feel overwhelmed and give up on your firm. That means you need to balance your process in a way to get most of the information you need while making the process easy for your client. It is not enough to have a responsible staff you will need to have the necessary tools to create instant, personalized documents and contracts. By using a reliable real estate law software such as Lawsyst UAE, you can manage you leads and clients efficiently. The real estate management accounting software has features for matter communication and contacts that will enable you to create or link contacts easily.
Most legal case management solutions can empower you to record, organize, and access case information all in an integrated system. For instance, Lawsyst legal software has specific tools for client relationship management and matter contacts that allows for data recording, organization, and easy data access from anywhere. With the real estate law firm software, you can access information ranging from leads contact details to critical case status. The innovative software not only helps streamline intake process but allow users to manage their relationship with current clients.
Lawsyst UAE is not only a real estate management accounting software but it is an integrated case management system that include all essential features required to handle day to day tasks in a law firm. It offers intake management solution that will empower you to record and save leads information properly with ease. The best thing is, all the information can be easily accessed from any smart device remotely at any time. That means your whole team will be on the same page, regardless of which staff had consulted the client first.
Most clients prefer to be engaged in every stage of the intake process and like transparent billing system to make sure they are rightly charged for any service they avail. Billing transparency is therefore, critical to avoid any conflict and to reinforce your professionalism. It helps you to inspire your clients from the beginning and foster loyalty. Real estate management accounting software allow you to create and maintain transparency in your billing process. A high level of transparency in your business operation will help you to keep clients informed and make them confidently pay their charges.
Although, having the right talent in the legal intake team is necessary for smooth leads management and higher conversion but it is not sufficient. To avoid productivity delays and reduce the chances of losing prospects, you need to use intake management software. Lawsyst UAE has deployed intake management features in its matter management software that will make your team more efficient. The real estate law firm software can help you to strengthen and maintain relationship with your clients.
Attorneys and real estate law firms understand the importance of optimized intake process for their business success and overall firm’s efficiency. However, most of them still struggle to streamline their legal intake process and make it more suitable for their business. Although, some of the real estate law companies in UAE have embraced legal technology yet many face challenges in finding the appropriate and useable law software for their firms. The major concern for most businesses is to find an appropriate real estate management accounting software that also have suitable features to optimize intake process. Lawsyst UAE tackle this concern and provide all in one matter management solution to its clients.
Boost your law firm’s productivity by managing leads easier than ever before. Lawsyst UAE can help you standardize your legal intake process so you can prioritize the case management tasks. Visit www.lawsyst.ae and book a demo now.