If you're going to get it right, you want to give yourself every advantage you can. Software designed specifically for legal firms, including options directly involved with new client onboarding, can be a huge help.
Key Questions to Ask About Present Onboarding Practices
You likely have an onboarding solution of some kind, even if it doesn't involve modern legal software options. The question is: does what you do right now really work, or is there room for improvement? One of the best ways to determine this is to ask a few key questions, such as:
- How Long Has it Been Since You've Updated the Process?
- What Does a Strong Client Onboarding Process Look Like?
- How does Legal Software Optimise the Onboarding Process?
- Are You Keeping Records on the Onboarding Process to Inform Upgrades?
- How do you track conversions from new enquiries?
How Long Has it Been Since You've Updated Your Client Onboarding Process?
Onboarding software solutions were essentially a word processing template in the nineties. If you haven't updated your processes since then, explore what's available today.
The term "CRM" is very important. Customer Relationship Management doesn't just create a file in your network that can be used to keep client information organised. You can automate outreach, generating necessary paperwork in a fraction of the time it would take to individually put together a packet. Here's a blog concerning a few diverse applications of CRM.
As it turns out, this software can even be used to help market your business. If your firm is able to pursue a larger lawsuit involving multiple clients, having options to organise all associated information is important.
What Does a Strong Client Onboarding Process Look Like?
Do you have a strong onboarding process already? That will likely incorporate new software that has been around long enough the bugs have been worked out of it.
Strong onboarding involves swiftly covering your legal obligations regarding onboarding and assuring relevant information is stored safely. Part of that storage will involve what's known as "failover protection".
This is basically having backups both on and off-site. Data management generally will play a huge part in how you onboard new clients. When software makes it easier to manage this information, that proves to enhance operations overall.
How Does Legal Software Optimise the Onboarding Process?
Software designed for client onboarding makes workflow management less complex. Many modern legal software options incorporate a cloud element that allows information to be accessed wherever a secure Internet connection can be found.
Software designed for client onboarding makes workflow management less complex. Many modern legal software options incorporate a cloud element that allows information to be accessed wherever a secure Internet connection can be found.
The management of new client enquiries is a clear area where legal software can transform the onboarding process.
Take LawMaster client, Hynes Legal, as an example. Prior to upgrading to LawMaster, Hynes Legal was managing new enquiries manually through their administration team. Website and phone enquiries were manually documented and emailed to the relevant lawyer to compile a manual quote. As many of these enquiries were similar in nature, this proved to be an unnecessarily time-consuming and repetitive process.
With LawMaster however, Hynes was able to deliver automated responses to new enquiries and distribute automated quotes and associated documents internally. This translated to a conversion rate for new enquiries above 90%.
Are You Keeping Records on the Onboarding Process to Inform Upgrades?
If you're not keeping records already, you should start. New onboarding software solutions incorporate features that can save time and reveal trends you wouldn't have thought to look for otherwise.
Optimised Client Onboarding is a Benefit to Your Legal Firm
Software from developers who specialise in solutions for legal firms, such as LawMaster, can do much to optimise not just your onboarding process, but operations overall.
You can collect more relevant data, optimise onboarding, determine what efficient processes look like, and find out if your present onboarding infrastructure is efficiently contemporary. If it's not, by upgrading you stand to conserve time and resources in a way that gives you the potential to be more profitable.
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