Brian LaBovick, Managing Partner of the LaBovick Law Group has countless alcaldes and achievements in his career. However, there is one project he has kept from the legal community. For nearly two decades Brian and his CTO Jason Hadrava have carefully crafted a platform for intake that would exceed the demands of any high-volume firm.
Meet Intake Matters
A necessity inspired CRM for law firms who seek to find an adaptable solution that will streamline and automate the intake process from lead capture to close.
Before law firm intake systems existed, work on Intake Matters™ began. Created to support the changes in marketing types and sources, multiple practice areas, referral partners and office locations. Fast forward to 2019, the platform has evolved into an esthetically beautiful platform that is a pleasure to use. Free from the clutter of traditional practice management features. An elegant design that begets high impact results.
Intake Search
Let’s walk through a day in the life of an intake staff member. A personalized intake screen with tabs specific to their role or practice group present open or default search criteria. Pop-ups immediately notify staff of important notes or critical alerts. To help prioritize tasks, team members search by contact type, such as “paid lead” or enter an inbound lead to find potential duplicates and merge if found.
Conversion Playbooks
The Intake Matters™ Workflow Builder makes the possibility for lead handling and call script delivery endless.
Imagine an intake team member sitting down at their desk and from start to finish having every call choreographed for them. Reduce errors, ensure the entire cadence of follow is completed. Engage and convert prospects with SMS text messaging and eSignature retainer agreements.
Workflow builder
Productivity Tools
- Chat on right hand side bar
- Video recent activity
- Create tasks for follow-up
Lead Scoring
There is nothing more valuable than knowing where you need to spend your time.
Lead scoring principles are applied to PNC’s based on engagement and conversational milestones.
Marketing Source
View and report on the cost per lead
Lead Cost Management
As a law group who practices in multiple areas, including SSDI leads are generated through traditional marketing channels but also purchased through services on a pay per contact basis. A client acquisition strategy that can be extremely profitable if managed and monitored closely, which most firms do not have a system in place for.
For every purchased lead, intake staff have the ability to quickly qualify and dispute a contact. Each record is imported directly from the provider, also a huge time saver. Then if disputed a template email send the record back to the source with the reason for dispute. Functionality that eradicates countless hours of wasted reporting time and friction between the lead provider and law firm client.
Outside Calendars
The holy grail, or bain of existence for law firms… a master calendar. One that combines and syncs with every staff members account for instant booking of any open time. Intake personnel can view the entire firm, or Team specific calendars for round robin scheduling of new consultations or appointments.
The Dictionary
With incredible foresight into the needs to support a growing practice, a Dictionary database was created. For anyone familiar with software development, this is a genius move. Because, it allows milestones associated with a case or contact to be added to a list of ‘objects.’ An approach that creates a nimble product that can be expanded to suit business processes over time.
Implementation and Support
Built with customization in mind, the platform can be hosted in a private cloud or on Intake Matters™ managed infrastructure.
