Intake software

Instead, give project requesters a consistent, user-friendly interface and smart project request forms to make project requests and track the whole process. At the same time, give PMOs or project managers a way to receive consistent, compliant project request information that's clear and actionable and an effective project approval system to reduce risk and improve efficiency. Integrify's workflow management system gives you the tools you need to build a custom project intake process:.

Because Integrify is a platform rather than a point solution, you can use it for ANY kind of project request whether the project is for new software or construction of a new building. Integrify clients have built project request processes across all industries and departments. Integrify can also manage any other request intake your department or organization needs since all elements are customizable from the intake portal to the forms and routing.

To see how quickly you can begin automating your business processes, request a demonstration or trial of Integrify. Get a Demo Learn More. Referral Engine Referral Engine allows you to grow your national footprint through a collaborative network of plaintiff attorneys. Refer out matters, take on matters, and track your matters securely without ever leaving the app.

All updates are reflected immediately, across all platforms and devices, leading to increased collaboration. Digital Archiver Eliminate the need for physical storage and house all information related to your closed cases even digital correspondence in the cloud. Archived cases are kept secure and can be accessed or added to at any time. Referral Exchange Free to join and open to all, the Referral Exchange helps personal injury attorneys to effortlessly market themselves and grow a national footprint without ever having to leave the couch.

CloudLex for Gmail and Outlook Emails can be easy to send, but hard to share. You can save a significant amount of time by no longer having to perform the same mundane tasks manually over and over again.

You are enabled to track the advancement of your client matter, for example: did your client sign the engagement letter, is the retainer paid, has the form been completed or is the information transmitted to the client? An advantage in using a software solution to deal with your client is that you can stay on top of your dealings, interactions and information exchanged by keeping it automated, organized and centralized.

Striving to leverage technology and legal automation tools can bring significant value to your law firm. To make your customer experience even greater, you should maintain a certain level of human interaction with your client. We operate in a profession where human interactions remain a significant driver of business to lawyers and law firms.

You should look to strike the balance between the use of legal software and technology with keeping a good and valuable personal relationship with your clients. Taking some time to speak with your client, meet face-to-face or provide a personal touch will show your client that you are there and care.

Your client will continue to trust in your services and stay happy. Just the idea of having to implement a software solution will inevitably bring you to assess the efficiency of your legal operations , your challenges and pain points when dealing with your clients.

On the points identified, you devise a process aimed at alleviating your operational bottlenecks and allowing for a more efficient and timely start-to-finish process when dealing with your client. The software purchasing process can steer you to identify your own weaknesses and tackle them head-on. Implementing a great intake system will then boost and enhance your operational efficiency to whole new levels and help you save more time and handle fewer administrative tasks. You will also benefit by having a standardized process where you can quickly trigger the right operational workflows and engage the right stakeholders shortly after your client has exchanged information with you.

Your efforts will pay off by lowering your operational costs and drastically improve your customer experience and customer service. Your client is the most important asset to your business and you must do what you can to keep them satisfied. The client intake platform of your choice should fit within your customer service strategy. If not, you should take some time to analyze your law firm operation and see in what way you can make your customer service fabulous.

It is a tool that you must leverage to give your customers an absolutely fantastic experience unlike what they have seen at other firms. Are you currently using a client intake system? How is that working for you? We will be happy to get your comments and hear from you. A client intake form is used to gather information about a client allowing an attorney or a professional to have basic information about a prospect or a new client when reaching out to them for the first time.

A client intake form can be used to get information about a new client or a prospect, it can be used by an active client to obtain relevant information to handle a question or process a request. The client intake form not only guides the client to provide needed information but also allows for the efficient processing of the request and minimizing lots of back and forth between a company and the client. Sign in.