Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain

Non-Eventcast

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
• [e-mail]
• 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/