How to Track Client Interactions Using the Lexicata Timeline

As a solo lawyer just starting out, you probably only have a few clients and a few new inquiries each month. It’s relatively easy to stay organized. But as your law firm grows, you will hire more staff, take on more clients, and do more marketing to generate more inquiries. Growth is a great thing, but it comes with challenges as it becomes harder to stay organized. Email inboxes become cluttered, and spreadsheets just don’t cut it. This is why CRM (client relationship management) solutions exist in the first place. In this post, we’ll provide an overview of how to manage and organize your contacts in the Lexicata CRM, and we’ll also explain how to track client interactions using the Lexicata timeline. That way, as your firm grows, you and your staff can easily stay organized and never miss a beat.

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Google Advertising 101 for Lawyers

Finding and sourcing clients as a law firm or attorney can be difficult. There are strict rules and guidelines that effect how and where a lawyer can advertise their services. Plus, there is a lot of competition in the market vying for the same clients you are. So where do you start when it comes to marketing your firm? The answer to that question may depend on your practice area, but in this post we will break down the basics of Google advertising for a law firm so you can assess whether or not this is a good strategy for your practice.

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Lead Management Best Practices for Law Firms

There’s a lot of buzz about case management in the legal industry. It’s basically just all of the systems and processes a law firm uses to manage its clients, matters, documents, billing, etc. Most law firms are using some kind of case management software to help organize all of this information. But there is a lot more to running a successful law firm than just managing cases. One area in particular where many law firms fall short is lead management. Unlike case management, where all of the processes happen after a client has retained your firm, lead management happens pre-retention. It’s all of the processes required to track, follow up with, intake, and otherwise convert a prospect into a paying client. If you hope to grow your law firm, proper lead management is just as important case management, so it’s worth spending time focusing on it. In this post, we’ll provide our list of six lead management best practices to help lawyers land more clients and grow their firms.

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3 Reasons Law Firms Fail at Software Implementation and How to Avoid Them

If your law firm has attempted to adopt a new software program and failed, you’re not alone. Implementing new processes is never easy, since people naturally gravitate toward doing things the same, familiar way. But failing to update your processes can be risky in today’s fast moving business environment. Today’s law firms face a changing landscape and an unclear future. Adopting new technologies is becoming critical to maintain a competitive edge. But getting everyone onboard with the changes can present challenges. In this post, we’ll explain the three main reasons that many law firms fail at software implementation, along with some helpful tips to overcome these hurdles and succeed.

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8 Legal Marketing Statistics that Might Surprise You

Looking at legal industry marketing trends and statistics can help you get a better idea of how to market your law practice. For instance, you can learn about what marketing strategies are currently working, and also identify some of the common mistakes others are making, which might be areas where you can gain a competitive edge. To give you a better idea of what today’s legal marketing landscape looks like, we rounded up eight legal marketing statistics from around the web, some of which came as quite a surprise. Read on to learn what these statistics mean, and how you can use this information to get an edge on your competition.

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Tech Savviness is More Important for Lawyers than Ever Before…Here’s Why

Despite the incredible technology advancements happening all around us, many law firms are stuck in their old ways. They still use software from two decades ago and they still do a lot of their work on paper files. But we are in the midst of a technology driven transformation which will only continue to accelerate as today’s younger generations make up an increasingly large portion of the workplace. As a result, tech savviness is becoming more important for lawyers than ever before. Read on to learn the two main reasons why this is the case.

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3 Ways a Law Firm Blog Will Help You Grow Your Practice

These days, blogging is no longer just a hobby like it may have been in the past. Some blogs are full blown businesses on their own, with millions of pageviews and millions in ad revenue. Others are powerful marketing channels which produce millions of leads for businesses around the world. But does this mean that blogging is dead for the rest of us hobbyists and small business owners? Not even close. In fact, there’s no time better than now to start up a blog for your law practice. In this post, we’ll cover the three biggest ways that starting a law firm blog will help you grow your practice.

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How Legal Process Automation is Changing the Way Law Firms Work

Technology is reshaping every industry right before our eyes. Some industries have already been completely overhauled, such as the music business and video rentals. Others are dying a slow painful death, like the taxi business and retailing. And in some industries, the technology shift has barely begun. Legal services falls into the latter category, with minimal changes so far. But as technology continues to expand and become more powerful, the pace of change could accelerate. In this post, we’ll discuss how legal services are changing with the times, and how legal process automation will play a major role in the law firm business model of the future.

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4 Client Intake Best Practices for Law Firms

At many law firms, client intake is a disjointed process of back and forth calls and emails, and manual paperwork. The process can be arduous for both clients and staff. Worst of all, poor organization can expose law firms to liability when mistakes are made and result in lost business when things slip through the cracks. The better job you do at managing your intake process, the more efficiently your law firm will operate, and the more business you will close. Read on for our list of four client intake best practices to help get your law firm on track for success.

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Why Smart Law Firms are Hiring Salespeople

Sales is not something that most lawyers think about, even though they are probably out there selling almost every single day. There just hasn’t ever been a role for sales in the traditional legal business model. But that may be starting to change. Legal services are becoming increasingly commoditized, and law firms are waking up and realizing they need to start acting like a real business, where marketing and sales are the name of the game. In this post, we’ll explain why smart law firms are hiring salespeople, explain the role of a salesperson in the firm, and look at how focusing on sales can help you grow your practice.

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