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

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 […]

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

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

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

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 a […]

How to Create an Intake Department for a Personal Injury Firm (or Any Firm)

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

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 […]

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