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Posts Tagged: ‘client intake’

Client Intake IV – Using Less Paper

This is the fourth in a series on client intake.  I will focus on some of the reasons why it makes business sense for a law firm to develop and use a client intake system as well as how a practice management system can help make the whole process much easier. A final reason to […]

Client Intake Part III – Phone Inquiries

This is the third in a series on client intake.  I will focus on some of the reasons why it makes business sense for a law firm to develop and use a client intake system as well as how a practice management system can help make the whole process much easier. Earlier this week I […]

Client Intake Part II – Information Gathering

This is the second in a series on client intake.  I will focus on some of the reasons why it makes business sense for a law firm to develop and use a client intake system as well as how a practice management system can help make the whole process much easier. Another reason to use […]

Client Intake Part I – Define a Process

It has been a crazy couple of months.  Probably the busiest quarter Krause Practice Management has ever experienced.  Unfortunately, that meant very little time to blog.  Now that things are finally calming down, even if only a little, I am going to make a serious attempt to start blogging again on a regular basis. This […]