Legal Marketing 101

AI Again: Part 2: Supercharge Client Intake

June 10, 2024 Rosen Advertising Season 3 Episode 21
AI Again: Part 2: Supercharge Client Intake
Legal Marketing 101
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Legal Marketing 101
AI Again: Part 2: Supercharge Client Intake
Jun 10, 2024 Season 3 Episode 21
Rosen Advertising

AI Again: Part 2: Supercharge Client Intake

Imagine cutting down your manual workload while increasing the accuracy and efficiency of handling new clients—it's not a distant dream but a reachable reality.

In this episode of Legal Marketing 101 we're embarking on a hands-on journey to enhance your intake system using AI. We’ll lay out a practical guide that integrates seamlessly with your existing CRM, making it both cost-effective and efficient.

Whether you're new to AI or looking to refine your current system, this episode is packed with actionable insights to get you on the right track.

 From the episode: WhatConverts

Visit: Legal Marketing 101 Youtube

For more, visit rosenadvertising.com

Send us a Text Message.

Support the Show.

Show Notes Transcript

AI Again: Part 2: Supercharge Client Intake

Imagine cutting down your manual workload while increasing the accuracy and efficiency of handling new clients—it's not a distant dream but a reachable reality.

In this episode of Legal Marketing 101 we're embarking on a hands-on journey to enhance your intake system using AI. We’ll lay out a practical guide that integrates seamlessly with your existing CRM, making it both cost-effective and efficient.

Whether you're new to AI or looking to refine your current system, this episode is packed with actionable insights to get you on the right track.

 From the episode: WhatConverts

Visit: Legal Marketing 101 Youtube

For more, visit rosenadvertising.com

Send us a Text Message.

Support the Show.

Speaker 0:

Welcome to Legal Marketing 101. I'm Toby Rosen and welcome back to Episode 2 in our AI Again series. Today, we are going to talk about intake, and we're going to go through how to set up AI for your intake, step by step. The only issue we may have is that there are tons of systems that you can use to set up a system like this. What I'm going to talk about is not the only option. However, this system does work and it's pretty cost effective, and if you're going to add some more AI to your process, following along with this little guide will get you on the right track.

Speaker 0:

In the last episode, we talked about how most systems are giving you some kind of toned down AI or some kind of generative AI that doesn't really do anything more than what ChatGPT does by default. But today we're focusing on how AI can help summarize and categorize clients for both digital and phone intakes, and how it can be seamlessly integrated into your existing CRM system. The goal here is to streamline the initial intake process, reducing our manual work that's required and increasing the accuracy and the efficiency of the system overall. So this episode is going to be a little different than usual, because we're going to walk through this setup together, but it's going to be fun, so let's get through it. We're gonna go step by step. Step number one is tracking and recording calls with WhatConverts. The foundation of this whole approach is using a tool like WhatConverts or CallRail to track phone calls and incoming leads.