News & Analysis as of

Process Improvement Training Client Services

9Sail

Optimizing Intake and CRM Systems for Better Lead Conversion

9Sail on

Law firms spend a lot of time and money on building their reputation, growing their online presence, and getting potential new clients to reach out about new matters, but drop the ball when someone does call the firm or fill...more

IR Global

Reducing Workflow Interruptions

IR Global on

Accountants tend to be polite and accommodating with colleagues and Clients. That’s a good thing!...more

Omnizant

Intake: The Broken Link in Your Firm’s Business Development Chain

Omnizant on

The phone is ringing, emails are blazing in—your marketing agency is doing its job. So why isn’t your caseload growing? The intake process is a make-or-break moment in the client journey. This is where your firm needs to...more

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