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A profile of your business
How you
generate leads: You’ve
listed your firm in the yellow pages, you do direct mail, and you
network through other fellow attorney’s complimentary services who often
refer clients to you. Word of mouth is crucial to your business
development efforts.
How we can
improve this process:
Track calls as they come in to evaluate the return on investment (ROI)
for all your advertising campaigns. Imagine being able to track all the
referrals provided by other attorneys, so you know who to incentivise
and refer business back to.
When the phone
rings: Your assistant picks
up the call, and attempts to qualify the potential client by asking
several questions. Ultimately she/he may forward the caller to an
attorney who then asks more in depth questions, trying to decide if a
consultation is needed. If you have a large firm, a secondary “screener”
might further process the caller before an attorney gets into the
picture.
How we can
improve this process:
No more manual client processing.
Imagine having an online qualification questionnaire that your
assistants, or even your potential clients can fill out right from your
web site which automatically qualifies your clients for you based on
workflow rules you define. For example lets say you’re a defense
attorney, and your potential client is asked “Are you seeking to A.
Bring charges against a defendant, or B. Defend yourself from a pending
law suit. If the answer selected is A. You might have the questionnaire
bring up a list of attorney’s you might recommend, however if they
answer “B” you could have the system automatically submit their
registration information as a lead to follow-up on. This is the kind of
automation that makes sure nothing falls through the cracks.
After you’ve acquired your
client
Pretrial:
Set your client
profile to Contingency or Time and Expense based billing. Track fields
specific to your client profile such as Social Security # and other
relevant data. Define the discovery process using then attach documents
specific to each step of discovery. Assign case tasks to your
assistants, and see everyone’s availability, including Outlook scheduled
meetings. Perform all your time and billing for billable and
non-billable events, tying all billable events back to the Client’s
legal bill.
Trial /
Post-Trial: Assign all
relevant contacts to the Case, including associate and partner council,
professional witnesses, etc.. Attach your case-book documents to the
Case profile. Associate your competing councils case details and profile
to your own case profile for quick referencing. Audit trail of all email
history exchanged by anyone in your firm and the client from the
client’s own profile. Audit trail of all documents filed and uploaded to
the client profile.
These are just
some of the problems you’ll solve with BizAutomation.com. Want to
discuss more workflow scenarios with us and how BizAutomation can
automate them ? Give us a call or or
schedule a hands on demo. |