Adventures In Legal Tech

Intake & Onboarding: The Foundation Of The Client Experience with Matt Defrain


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For the third episode of our special series with ProfitSolv, we discuss the primary building blocks for a technology forward law firm with ProfitSolv's Joyce Brafford and Law Ruler's Matt Defrain.

[SPONSORED by TimeSolv]

Episode Highlights 05:44 Perspectives on conspiracy theories 12:12 What Law Ruler is 14:04 The concept of a client journey and how it applies to law firms 16:22 How to build a killer client journey 20:31 The drawbacks of not responding quickly to client inquiries and the benefits of using lawruler for instantaneous responses 27:53 The value of integrating Law Ruler with other law firm software 29:11 How Law Ruler can automate case management and intake automation, as well as after outreach marketing 34:16 Practice-specific data like the average time to open and close a matter and marketing expenditure for each practice area

Episode Resources

  • Connect with Jared Correia
  • [email protected]
  • https://redcavelegal.com/
  • https://www.linkedin.com/in/jaredcorreia
  • https://twitter.com/RedCaveLegal
  • www.linkedin.com/in/jaredcorreia/
  • Connect with Joyce Brafford
  • https://www.profitsolv.com/
  • https://www.timesolv.com/
  • https://www.rocketmatter.com/
  • https://www.cosmolex.com/
  • https://www.linkedin.com/in/joyce-brafford
  • Connect with Matt Defrain
  • https://www.linkedin.com/in/matthew-defrain
  • https://www.lawruler.com/
...more
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Adventures In Legal TechBy Jared Correia

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