Jack Duffley’s Post

What to expect when you move in-house: New faces - Outside counsel often have limited audiences. C-Suite and Sales are the frequent flyers. But once you move in-house, you will interact with everyone. New work - Say goodbye to long memos and welcome to a world of doing things yourself. I spent 10 years in-house and never had a paralegal or assistant for the “non-legal” work. Self-sufficiency is a great way to develop other skills. New responsibilities: Be ready to attend meetings where Legal has no takeaways. Where your presence is required because your time is free. Same goes for reviewing documents that have no legal implications. Sometimes, team members like to have another pair of eyes. New approach: Velocity > everything else. Yes, you need to be thorough and thoughtful. But not at the expense of losing a deal. You’ll need to learn the pulse of the organization as that beat will dictate how you lawyer. #generalcounsel #inhousecounsel #ceo

Seven months. It feels like just yesterday that Legal Intake Pros came to life. Looking back on this journey, I'm flooded with a whirlwind of emotions—gratitude, rewarding exhaustion, and a pinch of disbelief. The overwhelming support we've received has been nothing short of humbling. Every client, every referral, and every law firm's breakthrough fuels our fire and drives us to push harder, go further, and reach higher. Legal Intake Pros takes a done-for-you approach to help PI firms evaluate their internal practices, identify bottlenecks, and execute the solutions to leverage their marketing investments, intake teams, and client acquisition technology–to propel growth. As a leader, I'm committed to optimizing our internal systems, building a thriving culture, and removing myself as a bottleneck in my business, too. There's something truly special about where we stand today. We're growing alongside our clients and practicing what we preach hand in hand. Amidst the hustle and bustle of daily operations, there have been moments of pause—when I've taken a step back to acknowledge how far we've come and our profound impact. Witnessing our clients thrive, shatter records, and make a tangible difference in the lives of those they serve drives us forward. But this is only possible with our exceptional team. The team's unwavering dedication, work ethic, and trust have been the bedrock of our success, and I am endlessly grateful for that. There's no doubt we are a part of something bigger than ourselves. Recently, we've partnered with The People Vault to build a thriving team culture, develop our core values, and create our team roadmap. This past Friday, we participated in a virtual workshop to build our team's vision and core values. We're gearing up to add another Intake Performance Coach and expand our Lead Docket Optimizers team. If you or someone you know is passionate about law firm intake or Lead Docket/Filevine, check out the link in the comments. We're just getting started. Here's to the next seven months—and beyond. So help me God. 🙏🏽 --- I'm Yani Smith with Legal Intake Pros Click my name + follow + 🔔 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 I help law firms maximize intake for growth. Click the link on my profile to learn more, or email me at yani@legalintakepros.com. #hiring #lawfirmgrowth #lawfirmintake #LegalIntakePros #lawfirmmarketing #intakeoptimization #personalinjury #lawfirm #attorney #lawfirm #marketing #legalintake #legalops #legalinnovation #legaltech #clientintake #Leaddocket #filevine

🤔 "What are the best tips for declining a client after/during screening consult, especially if it's a paid consult?" Last week, I saw someone post this question in a FB group for attorneys and legal professionals. 📝 The solution contributors agreed upon most in this conversation was to tell the prospect: "After evaluation, we determined that our current caseload does not allow us the bandwidth to give your matter the attention it deserves." Many agreed "short and sweet" was the best approach. To me, this is akin to that old cliche breakup excuse, "It's not you; it's me." It's a little dismissive and disingenuous. 🤷♂️ I respect the opinions and experiences of those contributors. However, I didn't feel this was a very client-focused solution. It's not compassionate and it likely won't spark referrals. Even someone you have rejected can be a great referral source if you reject them with care. Below was my response. No one acknowledged it, but hopefully someone will attempt it. I think they will find it better received and it will probably feel better to the attorney or non-attorney salesperson to reject in this way. 🔍This was my advice: "If you can create a resource to send them home with, like an e-guide or checklist of things they should do going forward, that will help them feel like they got value - like they got a map of what to do next. That way, they didn't leave with nothing. Also, if you can't help but you know someone who might be able to, providing them with a referral would also show value. If there are resources online that could help them, providing links to those resources would also show value." I'm curious - how do you all out there tell a prospect you can't help them? PS - This is a throw back to 8 years ago when I was a young, 33 year old legal marketer at an annual conference that no longer exists :P #ClientCare #LegalMarketing #LawFirmMarketing #LawFirmManagement #

Your target client is looking for someone to solve their legal problem. They're going to have to trust the person they end up hiring. So make use of follow-ups and ways to re-engage clients who don't buy on the first call. Follow up with them from time to time, ask questions, send them helpful materials. Don't just wait for them to reach back out - make the extra effort to reach out, stay in the loop, and keep being helpful. #lawyermarketing #lawyer #client #legalmarketing #lawfirmmarketing

Why did a flexible talent and on-demand legal services marketplace launch Panel Management and RFP software products? It's a very common question. Our mission at Priori is to help in-house teams find the right lawyers for projects at the right price. Sometimes those are lawyers you don't yet know (flexible talent and law firm marketplace) and sometimes those are lawyers you already have relationships with (panel management and RFP). And sometimes you don't know what the right solution is yet. That's Priori's core value proposition -- we can be a single-source solution for all outside counsel decision-making and hiring.

"Their real job is to help that prospect further down the path of hiring—not a lawyer, but hiring you." - Conrad Saam   When you are not able to answer the phone, your answering service can book your prospect for an appointment with your firm. The faster the prospect is moved through the sales funnel, the greater the likelihood they are going to work with you. #legalmarketing #digitalmarketing

🚀 The Power of Lead Generation in the Legal Industry 🏛️ In today’s fast-paced legal landscape, the ability to connect with the right clients at the right time can be the difference between a thriving practice and missed opportunities. At Attorney Alert, we’re harnessing the power of cutting-edge technology to revolutionize lead generation for law firms. 🔍 Why is Lead Generation Essential? Lead generation is not just about finding potential clients; it’s about building relationships with those who need legal assistance the most. With targeted outreach, law firms can ensure they are providing help where it’s needed, exactly when it’s needed. This isn’t just good for business—it’s good for the community. 📈 How Attorney Alert Makes a Difference: Our platform empowers law firms by connecting them with clients who have recently been arrested and are in immediate need of legal representation. Through our sophisticated client-matching algorithms, we streamline this process, ensuring that no one slips through the cracks of the justice system. 💡 The Benefits: Increase Client Base: Expand your reach with clients actively seeking legal help. Boost Engagement: Engage with clients who are ready to make a decision. Grow Revenue: Capitalize on new leads and convert them into long-term clients. The future of legal services is here. Attorney Alert is not just a tool; it’s a game-changer for law firms looking to enhance their client acquisition strategies. #LeadGeneration #LegalTech #AttorneyAlert #LawFirmGrowth #ClientAcquisition #LegalMarketing

🚀 Ready to boost your ROI? Check out our latest video on the benefits of hiring ACD Legal Support paralegals! From increased efficiency to cost savings, our expert paralegals are here to elevate your legal team. Curious about how they can make a difference for your firm? Watch the video and let us know: What’s the biggest challenge your legal team faces right now? Drop your thoughts in the comments! 💬 #LegalSupport #Paralegals #ROI #LegalTeam Visit us now to schedule your free consult https://hubs.ly/Q02QCVPy0

As a corporate lawyer, I’ve come to appreciate the critical role that sales teams play in driving a company’s success. While Contract Lifecycle Management (CLM) tools are excellent for legal processes, I often wonder about the potential of sales contract tech. Sales teams generate deals, and having a tool that helps them understand key components of contracts could significantly streamline their workflow. Here’s why making the lives of sales folks easier matters: Sales teams are the primary drivers of revenue. Streamlined processes enable faster deal closures, boosting the company’s bottom line. Simplifying and clarifying contract processes for sales teams reduces errors and misunderstandings, minimizing legal disputes and compliance issues. Easier processes mean sales teams spend less time on administrative tasks and more time selling, enhancing overall company performance. Improving the working relationship between legal and sales fosters better communication and cooperation, leading to more innovative solutions and a cohesive company strategy. A streamlined sales process can be a significant competitive advantage, enabling your company to respond quickly to market opportunities and client needs. Ultimately, making the lives of sales folks easier contributes to a more agile, efficient, and profitable organization. If there isn’t such a tech solution out there specifically targeted at making contracts easier for sales rather than making contracting processes easier on legal, maybe it’s time I create one! I think that would be a fine marriage! 😉 … and on that note… Happy Friday! #SalesTech #LegalTech #SalesEnablement #Innovation #CorporateLaw

📈 STREAMLINE YOUR LEAD MANAGEMENT WITH LEGAL VA PRO 🚀 Personal injury law often attracts high volumes of unqualified leads. With Legal VA Pro, filter them efficiently through a four-step funnel process: 1️⃣ Lead Capture: Attract potential clients through website forms, ads, and more. VA Role: Manage intake forms, inquiries, and lead flow. 2️⃣ Initial Qualification: Eliminate leads that don’t meet basic criteria. VA Role: Apply qualifying questions and pre-screen leads. 3️⃣ Preliminary Case Review: Assess case viability by reviewing documents. VA Role: Compile documents and conduct preliminary reviews. 4️⃣ Lead Nurturing & Lawyer Review: Convert high-quality leads into clients. VA Role: Schedule consultations, follow-ups, and smooth handoffs to attorneys. Let Legal VA Pro handle the lead flow so you can focus on winning cases! 🎯 #LegalVAPro #LeadManagement #LawFirmSupport #PersonalInjuryLaw #Efficiency