Intake for Law Firms

S1 E8: Eat (the whole) Steak

This week Liel and Grace welcome Harlan Schillinger, a renowned legal marketing authority, for a conversation on CRM & CMS.  Harlan explains, how he most recently was able to double in three months the caseload for a law firm with the use of a CRM. We review what are the differences between CRM and CMS…

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S1 E7: T.U.I. (Texting Using the Internet)

In this week’s episode Grace and Liel invite over Brett Whitten for a conversation on online intake. Brett is an Account Manager at Ngage Live Chat, a leading live chat service that thousands of law firms across the nation use to convert website visitors into clients. Brett and the Ngage team have been on the…

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S1 E6: Hello, Is It a Law Firm You’re Looking For?

In this week’s episode, Grace and Liel have a conversation about telephone intake with Cisco Adler from Digital Rain, a legal digital marketing agency specializing in PPC. Cisco has listened to thousands of intake calls over a period of 10 years, and he joins to discuss the best practices he has learned from listening to…

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S1 E4: I Just Called to Say You Need Me

In this week’s episode, Grace and Liel introduce the second block of episodes of their 2020 Growth Tool Kit for law firms, dedicated to intake and retention. They introduce the term “client-centered intake” and explain why law firms should adopt this intake approach. During the episode, they cover the following elements of intake: availability, empathy…

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