Run your law firm successfully with case intake software and legal CRM!

Posted by harryjason on June 6th, 2016

A large number of personal injury firms are in a state of technological ambiguity- fully embracing some technologies, partially committing to others while shunning a good deal. These firms should make out which technology will proves to be beneficial for practice and how to implement them.

Remember, you should initially liberate your case intake as client intake is a critical starting point for any new personal injury case. As you know, personal injury case information is considerable and complex which requires a wide range of data on damages, injuries, insurance companies, medical and billing information, related parties and much more.

As far as intake is concerned, cases move forward quickly as insurance carriers are notified, records are requested, demand letters are prepared, pretrial motions are scheduled and the remaining case work flow is established. To get it all done smoothly, you must opt for the right case intake software.

It’s better that you make use of practice management software to get rid of paperwork (paper intake forms, paper case files, paper documents, paper memos and paper copies etc.), multiple people and delays. Through practice management software, you have an integrated, electronic intake form which automates the intake process. Moreover, the intake form validates data at the point of entry and checks for conflicts. As and when you have filled the intake form, the practice management software automatically fills in and saves your case data, contacts, notes and events, linking everything correctly.

Finally, the intake form sets into motion the next steps of setting up a new case such as drafting a client welcome letter, calendaring follow-up events and assigning case tasks to staff members. When it comes to legal CRM software, the system is tasked in managing client interactions. And the whole benefit lies in the ability facilitate companies an efficient method to handle customers, both current and future.  

Law firms using a CRM system can develop loyalty with their clients by having a system which allows company to stay in touch with clients. Moreover, it provides an organized structure for the list of clients as businesses will always be able to keep track of clients easily. Depending upon the requirement of your law firm, you must choose the right case intake and legal CRM solutions. To retrieve relevant details about the same, you can avail the benefits of online facility.