Lead referrals for legal intake are a vital part of client relationship management for legal firms. It starts with client intake software, designed to capture client data and manage initial contact information. This software allows a firm to track client relationships over time and serve the potential upcoming needs of the client.
Lead referrals are then used to transfer the data collected in client intake software directly into the legal intake software that an attorney or law firm uses to track client matters. Legal teams can access critical client information faster and save time while improving client service by using lead referrals. Lead referrals help attorneys maintain relationships with clients and provide them with the best possible service.