Find Out How to Identify and Resolve Time and Money Wasting Challenges in Your Client Intake Process

Your website and advertising campaigns are successful and you have clients calling your firm to ask about your legal services or request a consultation. But, after you spend money on bringing these clients to your door, are you taking the right steps to build your client base? When a potential client contacts your firm, do you have an easy-to-use, standardized intake process to ensure that both your new client and your law firm are covered? If not, you could lose the client, or take on a case that does not fit your law firm profile.

Download our free eBook, “Identifying and Resolving Client Intake Challenges at Law Firms,” and learn how to effectively cultivate leads, engage new clients, and improve your bottom line. In this straightforward guide, you get a comprehensive view of the pitfalls of client intake and how to avoid them:

• Find out about seven common intake challenges that impact the client development – and profit margin – of every legal practice.
• Learn how to take charge of your intake process to ensure you gather the right information when a new client contacts you. The days of pink telephone message pads and scribbled phone numbers are over. Data acquisition, secure storage, and accessibility are key to your legal and financial success.
• Do you have a standardized template to obtain the initial information offered by a prospective client? From name and contact information to details of an incident or legal case, how your staff members handle intake calls influences whether a client chooses to schedule a consultation with you. Find out four key points you should understand about communication with a prospective client during their first call to your firm.
• Discover how to prioritize and qualify clients. When emails and phone calls come in from interested clients, learn how to organize the information, prioritize callbacks, and evaluate the factors that influence whether your firm should take the case.
• Accurate, organized client files are essential to provide effective, responsible legal service. Find out how to process and organize the physical and digital documents that are key to legal cases.
• Conflicts of interest can disqualify you — or a potential new client — from representation. Learn how well-organized data can inform conflict searches, saving you time and money in identifying foreseeable conflicts and risks.

Find out how to streamline your intake process, turn leads into clients, and leverage technology to support business best practices. Whether you are building or expanding your client base, a well-organized intake process gives you the best chance of success.
Download our free eBook today.

Testimonials

Douglas H. Sanders

Partner, Sanders Phillips Grossman, LLC

Shawn Lehocky, Chief Strategy Officer

Pond, Lehocky, Stern, Giordano

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