A good receptionist can be the cornerstone of any law firm’s practice. They are the face of your firm; they are the first impression clients get when they walk into your office. But your receptionist can only do so much, and he/she’s often torn between helping clients physically and helping them on the phone. Physical clients should take priority, which is why you need a backup: a virtual receptionist to catch all the calls after a few rings.
From my research, Ruby Receptionists is the most widely used virtual receptionist/call center service. While not exclusive to attorneys, the company markets heavily toward the legal profession; they integrate with Clio and Lexicata among other attorney products. In this review, we’ll take a look at Ruby Receptionist’s major selling points, and why they seem to be on top of the answering service/virtual receptionist market. (more…)
Captorra is a legal intake and Client Relationship Management (CRM) tool that focuses on high volume Plaintiff attorneys. Like most CRM software, Captorra manages your contacts’ information and reminds you when to follow up with them for your intake. The program is not as well-known as Lexicata or Contactually, but it offers a central feature that its competitors don’t have: an emphasis on immediate response to website inquiries. We’ll cover this feature, as well as many others, in this review. Let’s dive in with its central selling point:
Captorra: Multiple Leads, Immediate Responses
If you’ve read our post on Conversion Rate Optimization, you’ll know how important it is to offer an easy way to contact your firm through your website. Usually that’s in the form of a text box where the prospective client can enter his contact information and briefly explain his case: (more…)
Contactually is a Customer Relationship Management (CRM) tool that markets to Lawyers and Real Estate Brokers. Along with Lexicata, Contactually is one of the most popular CRM tools among lawyers. As a modern CRM platform, Contactually’s bread and butter is streamlining your communication with clients. From setting up meetings to sending reminders, Contactually aims to reduce the amount of time you spend on your email client. In this review, we will talk about the main features of Contactually, its pros and cons, and which attorneys would benefit most from the software.
Contactually’s dashboard keeps you up to date with your clients. It shows you what tasks should be completed today from the automatic deadlines you set for yourself, or you can see what’s “recommended”. In “recommended,” Contactually’s own algorithm will suggest which clients you should follow up with based on frequency of contact and importance of client. With Contactually’s “recommended” feature, clients won’t fall through the cracks if you forget to remind yourself to follow up. (more…)
Intake Conversion Experts (known as ICE for short) is a 24/7 legal intake answering service specializing in mass tort cases. 100% of their clients are mass tort law firms. This review will give an overview of some of the best features of ICE, and which attorneys would benefit most from their services.
The Intake Conversion Experts
ICE was founded by Gary Falkowitz, a former Managing Attorney of the law firm Parker Waichman, one of New York’s largest in personal injury. Gary started the company with the founders of Captora, a client relationship management (CRM) software company. While the two companies operate separately, the ICE team’s thorough understanding of Captora makes them more effective and detail-oriented.
ICE has over 150 clients, all of them mass tort law firms. 50% of their call center staff speak Spanish, and the company uses 3rd party interpreter services for any other languages needed. (more…)
Lexicata is a cloud-based program to help lawyers with Client Intake and Client Relationship Management (CRM). These two areas are essential to any lawyer who wants to streamline their office operations. The right management tool can save you hundreds of hours every year.
Many applications in the market specialize in either CRM or Client Intake, so I was skeptical about a package deal. Plus, a lot case management software (like Clio or PracticePanther) already provide these services within their software, so why would I want something separate?
The short answer: Lexicata’s Client Intake and CRM are much better than anything I’ve found in case management software.
Of course, Lexicata is not for every law firm. This review will break down if Lexicata is right for you. (more…)
I’ve mentioned this is our previous post, but if you are looking for more clients, you need a 24/7 intake call center working with your firm. Often times, especially in medium to large cities, clients are simply going through the list of lawyers they’ve found via Google, and the first one to answer and takes care of the client is the one who gets the business. There are a lot of legal intake call centers out there, and I plan to review as many of the services as I can.
Alert Communications is currently the first result in Google for “legal intake call center” and similar searches, so we know they are a major player in the industry. Based out of Southern California, Alert offers both client intake and virtual receptionist services. They mostly work with small and medium-sized law firms, and they can support English and Spanish call-ins. They separate themselves from the competition in a number of ways.
I’ve received a full virtual tour and consultation of their services, and done a considerable amount of independent research. Here is my review: (more…)
2018 Update: PracticePanther has updated its Accounting Features since this post was first published. See the new Accounting section for more.
PracticePanther Legal Software is a web-based software program that caters to small and medium-sized law firms. It’s one of the “Big Four” in legal software along with Clio, RocketMatter, and MyCase. It is the newest of the four (est. 2012), but the program has quickly risen to prominence over older, more established practice management software. It’s the new kid on the block, but I was surprised by how well it stacks up to its competitors.
Practice Panther, along with the others in the Big Four, offer very similar features: contact lists, deadline tracking, task management, automatic calendaring, and cloud-syncing. It’s certainly in the top tier of practice management software, but how does it shape up to the competition? This review will take a look at PracticePanther’s most distinguishing features, and we’ll see how it stacks up to the competition.