Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain
Episode description
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
- jared@redcavelegal.com
- 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/