It’s important to regularly review and have a deep understanding of your financial health to ensure that errors will be caught and performance can be analyzed. Always knowing the status of your business allows for adequate planning and, if necessary, a change of course before it is too late!
The battle isn’t over once you secure a client. Sometimes the biggest challenge is the intake process. It can be difficult to gather all of the necessary information, especially if your clients have to speak to a staff member to access an intake form or the staff isn’t fully trained in how to use them.
There are several ways you can improve the process, though. To start, adding an intake form to your website can start the intake process without taking up staff time or requiring additional training. You shouldn’t use just any type of form, however.
If you want to get the best results, we highly recommend that you use a logic-based intake form. These smart forms route your prospective clients through the form so that they aren’t overwhelmed by irrelevant questions. Instead, they’ll be presented with the minimum number of questions required for their specific situation.
These forms can help qualify or disqualify leads so you connect with clients that are the right fit for your firm. They also populate information from intake forms into client matter, eliminating unnecessary data entry.
When was the last time you added a new blog post to your website? Do you even have a blog section?
If you aren’t regularly adding blogs to your website, you could be missing out on opportunities to connect with leads and clients and boost your website’s SEO.
While regular blogging might seem like a big ask for busy attorneys, it’s important to remember that quality is more important than quantity. It’s better to put out a small number of well-written content that highlights your experience and knowledge than a constant stream of irrelevant, unhelpful blogs.
To make blogging more manageable, consider building out a content calendar to stay organized. You can work with a digital marketing or SEO agency to determine the right topics, or you can draw from common questions and concerns you see from clients. Identify a manageable cadence—for example, two 1,000-word blogs a month—and stick to it.
For a prospective client, your website usually provides the first impression of your law firm. If it looks outdated or has missing information, your law firm will appear less professional than a competitor with a more up-to-date website. Fortunately, it doesn’t require much effort to clean up the basic items on your website.
Law firms should go through once a year to check their website and:
Legal software like CosmoLex can support your law firm’s web presence with tools like client portals, embeddable payment links, legal CRM, and more. Sign up for a free trial or schedule a demo today.
It’s important to regularly review and have a deep understanding of your financial health to ensure that errors will be caught and performance can be analyzed. Always knowing the status of your business allows for adequate planning and, if necessary, a change of course before it is too late!
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