Automated lead qualification for legal services

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i feel like law has a lot of catching up to do and that's a good thing because it's all improves the efficiency for the law firm owners and also for the clients this entire process is good for both sides will make your life easier and optimizes the process that your clients have to take in order for them to be served completely from beginning to end can you walk me through the process from the point of view of the client i mean first of all could you describe to me a typical client for one of your law firms and then how that process works from the client end of things so let's talk about lemon law lemon law is somebody who has usually a newer car 2017 or a newer car and it's had been having car been having some issues and you have to take it into the dealership to repair and if you if you take it to the dealership multiple times you may have a claim against the car manufacturer so what i do is i put up ads and the ants say hey if you've been having car problems then you might be entitled to get paid and what i do is in my little client generation system is i qualify as qualifying questions up front hey tell me about your case what year is your car etc i collect that information so that i don't have to require somebody to go in and qualify every single lead we could qualify usually about 80 of our leads just through that part if they qualify great uh let's set up a system to automatically fall up with them and contact them right away to get them signed up at that point the next team takeover takes over which is our own client client onboarding team for that it's always information and documents so let's collect the information up front that is collected in an intake those answers are automatically auto populated in our crm which automatically prepares all the discovery and anything that needs to be done on the back end second is let's go collect our documents which is also automated through certain emails and texts automatically sends them requests for these documents to collect those we'll continue asking for those documents until it's collected once it's collected then it pushes them into our crm and which pushes them all along to get them through this process as soon as possible cr crm can you define that for us please case management software whatever that kind of keeps tracks of your two parts your leads to get them signed up and then second is client sign up to all the way through finishing up serving them fully but do you use a commercial client management software or is this something that you've developed all on your own no you definitely don't want to develop it yourself it's too complicated no definitely you use a couple of different ones but the main one that we use right now is hubspot that's the most popular crm in the world it doesn't have to be for legal the second most popular one is salesforce but there's a whole bunch of popular ones like such as clio blah maddix all those i think honestly it gets the job done as long it's about how you use it not necessarily which one's the best one so you so you have the client upload their information into the crm correct either we have uh people that get in contact as soon as they're on board as soon as they're signed up then we get people to go collect that information and sometimes even even if they if they're not responsive then we're able to automate that kind of outreach say hey congrats for being our client go ahead and submit your documents here etc and does a person make a phone call or go see the client or does the client come into the office or is it all virtual yeah we never ideally need to see a client in person you know everything all these things can be requested through email text that's part of the scalable we never want to do any one-to-one interactions okay so the client ultimately gets all of their documentation their paperwork uploaded into uh the crm and what happens at that point a lot of automation takes over so it takes all that information that we collected up front and it prepares a lot of the paperwork for us i would say about 80 of the efforts is done through the automation and then the last part is obviously reviewing it to make sure it's good make sure obviously our clients interests are fully maximized and pretty much taken over from that point forward so then what happens does it generate a demand letter pretty much yeah generates a bunch of documents things that helps our team to be able to take it over and review it and file it does it ever have to go into litigation does it ever have to be filed in court sure sure and even that part again a lot of it a lot of the busy work can be filled out already for you and then our team just does checks make sure that it's good good to go at some point somebody who's admitted to the bar needs to show up in court correct if it goes to litigation if it goes to litigation right what percentage of these lemon law things end up going to litigation not a big percentage single digit so if that most of it can be done before any buddy with a jd after their name actually has to show up in court correct yeah you have a very unique way of practicing law i mean i've never heard of anybody who practices law the way you do which is fine and i'm wondering what is it that you really like about practicing law because you're a very bright guy you have a mind that works in an incredible way from at least from my point of view and i'm wondering what it is about law that you really like because it seems to me that you could do pretty much any type of business applying some of these same principles i feel like law has a lot of catching up to do and that's a good thing because it's all improves the efficiency for the law firm owners and also for the clients this entire process is good for both sides will make your life easier and optimizes the process that your clients have to take in order for them to be served completely from beginning to end a lot of people that hear these things are like oh you know here comes the new way or this is gonna or look at the negative aspects of this but no i actually everything for me my mind works in opportunities how can we optimize this everything is on the positive side of things improving things not necessarily breaking anything just improving how is actually practicing law met or different from your expectations uh i don't think it affects it one bit if anything optimizes it i would say because again you don't get bogged down on the tedious and repetitive stuff a lot of it a lot of law could be is very repetitive if you actually analyze what's being done so if you can take that off your hands then let's focus instead dump that focus into the part that really matters the art and in the art and the science behind you know the legal aspect of you know helping your clients win that's where you'll have the highest you know value for your clients when your mind goes towards those part not the tedious and repetitive stuff in the introduction i mentioned your book virtual law firm secrets i assume that you outline these principles in that book yeah i basically take the top ways to make the biggest impact to be able to streamline your law firm so that you're in control of your law firm your your law firm is in control of you so what i found out basically when i started utilizing these concepts and applying these concepts from my my own law firms and duplicating and not doing for other lawyers and all that stuff i realized a lot of law firm owners deal with they're stressed and overwhelmed because again they're bogged down with the nitty gritty stuff what if you could take off all those nitty-gritty details of running the day-to-day and automate it or maybe let's try to figure out a way to hire virtual people to be able to delegate those stuff up so that everybody can focus on their what they're good at what they enjoy doing most i think that's where true success for most lawyers is not making the most money it's not necessarily have the most you know prestigious job that's great maybe it makes you feel temporarily good but long term your true happiness and true success is comes down to doing what you're good at and what you enjoy doing the most if you can get yourself to focus on only those things you will be a happy lawyer and a happy person that will have a big impact for your law firm so a lot of these things just basically clean up that those other miscellaneous tasks that you ask that you don't want to do so to get you closer to to working in your desired zone lawyer nation i hope you enjoyed that video if you did take them over right now to subscribe right below and turn on the bell notification to get notified every time i post the video because right now i'm posting five videos a week providing lots of value to lawyers so click right here to subscribe and to watch the next most relevant video click right here go do it go watch it