Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain
Non-Eventcast
English - March 15, 2024 09:00 - 37 minutes - 34.1 MB - ★★★★★ - 4 ratingsTech News News Technology Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv’s Joyce Brafford and Law Ruler's Matt Defrain.
[SPONSORED by TimeSolv]
Episode Highlights
05:44 Perspectives on conspiracy theories
12:12 What Law Ruler is
14:04 The concept of a client journey and how it applies to law firms
16:22 How to build a killer client journey
20:31 The drawbacks of not responding quickly to client inquiries and the benefits of using lawruler for instantaneous responses
27:53 The value of integrating Law Ruler with other law firm software
29:11 How Law Ruler can automate case management and intake automation, as well as after outreach marketing
34:16 Practice-specific data like the average time to open and close a matter and marketing expenditure for each practice area
Episode Resources
Connect with Jared Correia [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal www.linkedin.com/in/jaredcorreia/ Connect with Joyce Brafford https://www.profitsolv.com/ https://www.timesolv.com/ https://www.rocketmatter.com/ https://www.cosmolex.com/ https://www.linkedin.com/in/joyce-brafford Connect with Matt Defrain https://www.linkedin.com/in/matthew-defrain https://www.lawruler.com/