Sentences with phrase «business intake experience»
The InOutsource team brings decades of law firm, information governance, and new business intake experience.
https://www.inoutsource.com/ Not exact matches
For example, an intake form should be presented as a way to personalize the client's experience, not a data - collection tool for your business.
As NSU explains, «This course provides hands - on experience for students on a number of key operational aspects of the practice of law, including the business foundation of successful law firm management; security and confidentiality of client information; marketing, public relations, advertising and social media; duties of technological competence under ABA «Ethics 20/20» amendments to the Model Rules of Professional Responsibility; predictive coding and other eDiscovery issues; client intake and case management; and issues related to the scope and composition of representation, including the unauthorized practice of law and unbundled legal services.»
Aaron Street: I think a related thing we talked a lot about yesterday was how those concepts can tie together as part of your website marketing, but broader, your kind of consistent client experience so that your website looks and feels like the interactions they're going to have when you do intake or consultations or a welcome kit with them will look and feel like your letterhead, and business cards will look and feel like your office so that when they are getting to know you through your website, they are getting to know what it will actually be like to work with you.
Eric Mosca, CRM, director of operations for InOutsource, has more than 15 years of experience in new business intake and information management consultation.
Not business intake and not CRM, Intapp Open Experience captures information on current matters and projects and makes it searchable, avoiding the need for extensive data entry.
Our proven experience in areas such as information governance needs assessment, records management implementations, business intelligence and new business intake has allowed us to work with some of the world's leading law firms.
Briley Hussey, Associate Project Manager, LexisNexis: As LexisNexis experiences growth, and an intake in higher caliber clients — implementing a successful Project Management Office is imperative to the success of the business and onboarding of...
Sharp business acumen and experience in managing broad scope of customer service operations, from client outreach programs and handling intake calls to responding written inquires and managing client follow - up.
[65b] Experience in doing this work also enhances business contact networks and practice - building skill, as well as knowledge of general practice matters (such as fee setting and collections, and the sharing of intake forms and similar procedure and administrivia).