How to Determine the Best Intake Tools for Law Firms of Any Size

Presenter demonstrating case management software to a team.

Law firm intake tools are widely available, and their features vary. Deciding which one is right for your firm is more than a mental exercise. Most of them require an investment of both money and the time it takes to train and adapt to the new system. The decision is tricky because standalone intake solutions […]

4 Simple Steps to Tighten Your Law Firm’s Processes & “Lean” Into Increased Income

Large stacks of paper files and documents in an office.

  The “Lean” management methodology is all about continuous improvement. It was popularized by Toyota and other manufacturers, but can be applied to any business – even those that provide services, such as law firms. It recommends focusing on your firm as a system and prioritizing waste elimination, client focus, and continuous process improvement. By […]

3 Keys to Successful Intakes, Part 3: After the Call 

Professional working on a laptop in a modern office.

Assuming you have not signed the client immediately – the best case scenario – there’s more work to do. If you’ve done the intake correctly and want the case, the path ahead should be clear. While most people tend to focus on what happens after an intake call, this also applies to missed calls.  By […]

3 Keys to Successful Intakes, Part 2: On the Call

Office headset resting on a laptop computer.

Call etiquette is a vastly researched, studied, and taught skill. Phone manners go a long way to creating rapport, but you need more than that. An intake call is not the proper time to engage in tangential conversations. The challenges faced by firms may differ based on their size, but the ultimate goal is the […]

3 Keys to Successful Intakes, Part 1: Before the Call

Business team meeting in a modern conference room.

  As the old saying goes, ”prepare to succeed or you’re preparing to fail.” This applies to managing your intakes, regardless of your firm’s size or practice area. If you’re hoping that whoever picks up the phone knows what to do, they don’t, and you’ve equipped them to fail. Getting your intake department ducks in […]

How to Create Intake Departments for Personal Injury Firms (Or Any Firm)

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We tend to focus on personal injury firms because that’s where Jove has its roots. However, best practices are best practices – widely applicable regardless of the type of law your firm practices. You may learn something you can use, regardless of your preferred practice. Also, we’re very aware small-firm and large-firm intake departments may […]

What Is Intake Case Management: A Guide

Case management software dashboard displayed on an office monitor.

You run a law firm. The phone is ringing. Someone answers. And just like that, the fuse is lit and you’re on the clock. The intake process you have in place is going to determine whether you can sign and keep that client. If you subscribe to the idea of case management phases, intake is […]

3 Tips to Combat Declining Intakes at Your Law Firm

Office headset resting on a laptop computer.

As the founder and CEO of one of the largest personal injury firms in the Southeast, I’ve learned a great deal in nearly 25 years of running a law firm. I’ve seen business ebb and flow. I have not seen it all, but I have seen enough to know how to face and overcome problems […]

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