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How to Determine the Best Intake Tools for Law Firms of Any Size

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Law firm intake tools are widely available, and their features vary. Deciding which one is right for your firm is more than a mental exercise. Most of them require an investment of both money and the time it takes to train and adapt to the new system.

The decision is tricky because standalone intake solutions are available, but many solutions (like GrowPath) enable you to integrate intakes into case management – thus, intake case management. That broadens the scope of the exercise, so you need to decide first what kind of system you want moving forward.

ICYMI: In Case You Missed It

This is the sixth in our series of blogs that cover intake case management for law firms. Here are links to the series (which will update as they’re published):

Preamble: The Marketing and Intake Cycle

How to Create an Intake Department for a Personal Injury Firm (or Any Firm)

3 Keys to Successful Intakes Part 1: Before the Call

3 Keys to Successful Intakes Part 2: On the Call

3 Keys to Successful Intakes Part 3: After the Call

How to Determine the Best Intake Tools for Law Firms of Any Size

The Standalone Option

For some firms with ingrained task routines everywhere else, you may want to focus only on the squeaky wheel of intakes. That may have you leaning toward a standalone solution. Ask yourself:

How does this work with the other systems I have in place?

Will this solution scale with the firm?

How much will it cost both in time and dollars?

If you have multiple systems, talk to those vendors before making a decision. They may be able to tell you which tools integrate with the systems you have, and that could significantly reduce the time and cost. You’ll still have a patchwork system, but at least you’ll theoretically reduce the teething troubles.

Software, Service, and the Possible Disconnect

Let’s elaborate on standalones a bit. You can, for example, outsource answering the phone. There are providers who handle intake calls and online inquiries on your behalf. Easy! You can also find software solutions specifically for intake calls you handle yourself. The software ideally organizes and prioritizes intake tasks and helps you manage the call.

However, trouble may arise when these bespoke intake solutions are integrated into the case management software you’re using. How good is a solution that just exchanges one kind of work for another? And while you may have gotten what you wanted from the intake, it won’t matter unless you’re able to consistently follow through with that information.

Try to tease out whether a standalone solution is going to play well with the rest of your firm’s systems. If the disconnect is too great, you may just be trading one problem for another.

The Integrated Option

Most firms will opt for a more integrated approach – intake and case management in one. In fact, the more integrated your tools and systems are with each other, the more benefits you’ll realize. So, if you’re making a change, consider making the one with the greatest benefit over time.

Whether you’re “modernizing” a firm or starting a new one, you want to eat that investment of time and money in as few bites as possible. Again, there are many choices.

We’ve outlined the must-have aspects of case management software before, but here are the unbiased questions you may want to ask yourself when considering new case management software:




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