Legal Intake Pros

🚀 Are you ready to supercharge your firm's client intake process? 💡 Start with an audit to uncover intake issues. Join Casey Meraz, Founder of Juris Digital, and Yani Smith, Founder of Legal Intake Pros and learn how optimizing your intake system can attract more clients and streamline your firm's operations. 💼⚖️ WATCH this clip from our podcast: https://lnkd.in/ed952FWK #LegalIntake #LegalPodcast #JurisDigital #LeadConversion #SEOforLawyers

Join Lead Docket and Legal Intake Pros for an insightful webinar on mastering legal intake! 🗣 Yani Smith, Legal Intake Pros | Joshua Hostilo, Lead Docket Register 👉: https://lnkd.in/g84uHi5r Learning Outcomes: - 👥 Identify the core pillars of a high-converting intake team -🔎 Explore Lead Docket's underutilized features and best practices - 💓 Enhance lead nurturing strategies - 🧠 Maintain top-of-mind awareness post-intake #leaddocket #legalintakepros #filevine #legaltech #legalintake #lawtech #legalsoftware #lawyers #legalteams #clientintake #legalmarketing

Big thanks to the team at Legal Intake Pros for sharing their expertise on the important topic of empathy at our recent lunch and learn session! 🙌 We're committed to constant learning and improvement, and their insights were invaluable in helping us nurture a supportive and compassionate team. #teamflood #lunchandlearn

Our client, Ben Leader of Elrod Pope Law Firm, shares his raw journey to achieving 210% growth without extra marketing spend through intake optimization. He delves into the challenges, commitment, and unwavering determination required to make it happen. Tune in and learn the gritty yet rewarding impact intake optimization can have on your law firm's team, culture, and growth trajectory—special thanks to Ben Leader and Kevin Daisey for the shoutout to Legal Intake Pros. 🙏🏽 🎙 https://lnkd.in/eCC2m-xQ

It’s so funny, every firm I speak with tells me they have great intake. Followed by “when we want a case, we sign it”. My experience has been the opposite and it’s no surprise great intake is hard! That is why I’m so grateful to Yani Smith for all of the invaluable information she shared during this episode! If you manage an intake team, handle intake or run a law firm get ready to take notes. Episode 73 of the Tip the Scales podcast. Listen here: https://lnkd.in/e6iWA2Qm

Thank you, Ben Leader, for the shoutout! Our entire Legal Intake Pros team appreciates the Elrod Pope Law Firm team for their unwavering commitment. 👏🏽 Onward and upward. 📈 #lawfirmgrowth #lawfirmintake #LegalIntakePros #intakeoptimization

Seven months. It feels like just yesterday that Legal Intake Pros came to life. Looking back on this journey, I'm flooded with a whirlwind of emotions—gratitude, rewarding exhaustion, and a pinch of disbelief. The overwhelming support we've received has been nothing short of humbling. Every client, every referral, and every law firm's breakthrough fuels our fire and drives us to push harder, go further, and reach higher. Legal Intake Pros takes a done-for-you approach to help PI firms evaluate their internal practices, identify bottlenecks, and execute the solutions to leverage their marketing investments, intake teams, and client acquisition technology–to propel growth. As a leader, I'm committed to optimizing our internal systems, building a thriving culture, and removing myself as a bottleneck in my business, too. There's something truly special about where we stand today. We're growing alongside our clients and practicing what we preach hand in hand. Amidst the hustle and bustle of daily operations, there have been moments of pause—when I've taken a step back to acknowledge how far we've come and our profound impact. Witnessing our clients thrive, shatter records, and make a tangible difference in the lives of those they serve drives us forward. But this is only possible with our exceptional team. The team's unwavering dedication, work ethic, and trust have been the bedrock of our success, and I am endlessly grateful for that. There's no doubt we are a part of something bigger than ourselves. Recently, we've partnered with The People Vault to build a thriving team culture, develop our core values, and create our team roadmap. This past Friday, we participated in a virtual workshop to build our team's vision and core values. We're gearing up to add another Intake Performance Coach and expand our Lead Docket Optimizers team. If you or someone you know is passionate about law firm intake or Lead Docket/Filevine, check out the link in the comments. We're just getting started. Here's to the next seven months—and beyond. So help me God. 🙏🏽 --- I'm Yani Smith with Legal Intake Pros Click my name + follow + 🔔 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 I help law firms maximize intake for growth. Click the link on my profile to learn more, or email me at yani@legalintakepros.com. #hiring #lawfirmgrowth #lawfirmintake #LegalIntakePros #lawfirmmarketing #intakeoptimization #personalinjury #lawfirm #attorney #lawfirm #marketing #legalintake #legalops #legalinnovation #legaltech #clientintake #Leaddocket #filevine

Thank YOU Legal Intake Pros! I and The Flood Law Firm appreciate your invaluable knowledge and expertise! #intakenerd #thebest

I used to be consumed by the pursuit of lead supply, relentlessly seeking ways to flood our law firm with potential clients. What kept me up at night? The increase in quality leads wasn't translating into more signed cases. After shifting from endlessly staring at marketing reports to auditing our Lost and Rejected leads, I spotted recurring trends that kept pointing back to the intake process. I learned that stagnant growth isn't always your marketing's fault. Sometimes, it's the need for more time to optimize your intake with the right tools, training, quality control, and systems. Sometimes, it's the friction and bottlenecks within your firm's intake process. While in the trenches, I would research services to help resolve the fundamental issues and assist the firm with the long-term execution, but I came up empty-handed. That's when I rolled up my sleeves and shifted my focus from lead supply to intake optimization, integrating marketing and intake operations to build data intelligence and optimize intake. It was a relentless journey of trial and error. The reality is that it's not easy to work ON your firm when you're swamped working IN your firm. My journey ignited my passion to help more law firms optimize intake and led to the launch of Legal Intake Pros. We work with law firms to address the core issues and optimize their intake while doing all the heavy lifting. It is precisely what I wish I had 8 years ago. Every week, I meet law firm owners facing these same challenges, and they can be hard on themselves or their teams when learning that the core issues are within the firm's operations. I remind them to be kind to themselves because realizing you're doing it wrong is the first step toward getting it right. Accountability comes after groundwork and knowledge. When you know better, you can do better. There are no shortcuts to creating a predictable and profitable law firm, but it's a worthwhile investment in your law firm's future. 📈💼 --- I'm Yani Smith with Legal Intake Pros. Click my name + follow + 🔔 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 I help law firms maximize intake for growth. Click the link on my profile to learn more, or email me at yani@legalintakepros.com. #lawfirmgrowth #lawfirmintake #LegalIntakePros #lawfirmmarketing #intakeoptimization #personalinjury #lawfirm #attorney #lawfirm #marketing #legalintake #legalops #legalinnovation #legaltech #clientintake #law #intake

It's an exciting time for forward-thinking law firms. More and more law firms recognize the importance of optimizing their intake operations, realizing that the roadblock to growth isn't always a lack of leads. 💡 In recent years, there have been several standard enhancements within small to mid-sized law firm operations that support intake and growth: ⬇ 🔝 Adopting Cutting-edge Intake and Case Management Software 🤝 Building Intake Teams 📞 Incorporating Call Recording for Valuable Insights 💻 Increasing Investments in Digital Marketing Strategies 🏆 Prioritizing the Prospect and Client Experience However, despite these investments, expanded teams, and advanced software, we often meet law firm owners who wonder why their cases aren't increasing as expected. Even after investing in the right tools, teams, and marketing efforts, uncertainty can linger. These tactics are essential, but they're just pieces of the puzzle. When you increase investments to drive case volume, you also take on higher risks. Now, it's time to protect your investments and maximize your resources to reach your goals strategically. ⬇ 1️⃣ Prioritize Data Integrity: Ensure that all data collected from these efforts is accurate and reliable to create valuable business intelligence. 2️⃣ Ownership of Data Integrity and Analysis: Designate someone responsible for maintaining data integrity and analyzing the data for insights. 3️⃣ Leverage Data for Informed Decisions: Use this data to make informed marketing decisions and lead your teams. 4️⃣ Quality Control Routines: Implement and monitor quality control routines to reduce conversion friction and maintain accountability. This business intelligence is your compass for your growth strategies. It's like transitioning from playing checkers to chess. 💡💼📊 --- Hi 👋🏽, we're Legal Intake Pros. We specialize in helping law firms maximize their intake processes for growth. Click the link on our profile to learn more, or email us at info@legalintakepros.com. #lawfirmgrowth #lawfirmintake #LegalIntakePros #lawfirmmarketing #intakeoptimization #personalinjury #lawfirm #attorney #lawfirm #marketing #legalintake #legalops #legalinnovation #legaltech #clientintake #law #intake