Create Client Intake Forms with Gravity Forms

For those of your hosting your website on WordPress, Gravity Forms is a great plugin to easily and quickly make client intake forms to help you save time and take steps towards automating this part of your practice. Not sure how to create a client intake form with Gravity Forms? Our download can help with that.

If you’re looking for more ways to automate your practice, we have a podcast episode on the very topic!

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Podcast #188: The Key to Better Family Relationships, with Jim Sheils

In this episode, we talk with Jim Sheils about why family sometimes falls to the wayside as a busy working professional, and how to balance success at work with success at home. We also talk about a few ideas you can implement in your family and work life to help keep a balance between the two.

You can get Jim’s book, The Family Board Meeting here. An updated version of the book will be out later this summer and will expand the language and application of the original book to make it accessible for everyone.

Jim Sheils

Jim Sheils is dedicated to fixing the epidemic of entrepreneurs and busy working professionals with broken homes, by teaching parents how to reconnect with their spouse and children, and hold that connection forever. His goal is to provide a simple, easily implemented framework to help working parents focus and implement where it really counts, at home. One book Jim thinks everyone should read is Man’s Search for Meaning by Viktor Frankl.

You can connect with Jim on LinkedIn.

Thanks to LawPay, Ruby Receptionists, Sanebox, and New Law Business Model for sponsoring this episode!

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Transcript

If you are hard of hearing, please contact us for a transcript of this episode.

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3 Ways to Automate Client Intake

Client intake can be a time-consuming process. Automating your client intake is an easy way to get your potential client’s information and to free up more time for lawyering. Learn 3 ways you can automate this process, and check out some of our articles for client intake best practices!

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Claim Your Google Business Profile

Claiming your Google Business Profile, aka Google My Business, is a simple and easy thing to do that helps boost your local SEO standings and helps you engage with current and potential clients in a new way. Check out our download to learn how to claim your Google Business profile.

And if you want learn more about local search and local SEO, check out our resource page!

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Calls to Action: A Checklist

Interested in creating the perfect call to action on your website? Check out our download for tips on creating one, where to place it on your webpage, and for some inspiration before you create your own.

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Chart of Accounts Template

This chart of accounts template helps you start healthy bookkeeping practices for your law firm by giving you a template for outlining the assets, liabilities, capital, revenue, and expense accounts you will track in your firm’s general ledger.

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Website Security Checklist

Over 31 states have followed comment 8 of the ABA’s Model Rule 1.1, which states, among other things, that attorneys have an ethical duty to “keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology.” This includes your website. To help you get started, we’ve created this website security checklist. Check it out and get to securing and protecting your website!

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