Sentences with phrase «client intake»

My formal presentation centered on the value of a well - honed new client intake process and how it can affect your bottom line.

If you followed last year's advice to set up streamlined office procedures like client intake forms, be sure to get some tech involved to make this simple.

Consider how your law firm manages the new client intake process, and how you / your staff treat potential clients.

With client intake software, you will have a matter pipeline which gives you an instant, visual representation of the current status of every potential client in your system.

Are you still using these broken processes for client intake in your practice?

With client intake software, you can easily track the source of any potential client so you know what percentage of business is coming from referrals compared to other marketing methods.

I have written countless posts on the importance of client intake for a solo attorney.

When you think about it, your law firm has procedures for everything from client intake to discovery process.

But we haven't really touched on exactly what a good client intake process looks like, or why.

The billable hour remains an easy way to track what you've done in a day, like how much time you've spent doing client intake, drafting motions or returning phone calls.

He also focuses on improved client intake / discharge processes, services tracking, outcome data collection and reporting processes.

If you are effective at client intake, you should spot a problem client from a mile away.

If you are always busy, or just do not like client intake, a virtual assistant can take care of that.

By using client intake software, you will have a systematic process for capturing all of these data points, and you can even generate reports to measure how they are changing with time.

Our visa petition service includes client intake, compiling supporting evidence, drafting support letters and completing all forms pertaining to the visa application.

In the current legal marketplace, branded networks have emerged as client intake channels for many solo lawyers.

There are plenty of days where I spend the majority of my day handling client intake and working on active cases early in the morning or late at night.

These activities include the initial client intake, the first discussion of fees, the fee estimate, the fee agreement, and sustained client communications.

Now, more than ever, is the time to have Spanish - speakers answering calls and performing client intakes at your law firm.

We do ask that you fill in the online client intake form relevant to your legal matter so that we can keep our fees low.

She walks us through client intake, negotiations, and settlement from a plaintiff lawyer's perspective.

Your law firm client intake process sets the tone for your relationship with your client.

For example, if you follow the same client intake procedure for every case, you can create a workflow of the tasks you usually complete to onboard a client.

Poor scheduling does not just put a halt to your potential client intake; it also makes your business look bad in a client's eyes.

Effective client intake can be one of the most difficult skills to learn.

He frequently speaks about the technology and processes surrounding client intake workflow, conflicts and records management.

One of the toughest parts about running a solo practice is juggling everything, which can make client intake and client communication a tricky task during busy periods.

Treat your website like a marketing tool, and save client intake for later in the funnel, once you've had an opportunity to build rapport and establish trust.

Read this post to learn more about why better client intake leads to greater law firm efficiency.

And some firms are better than others about enforcing client intake policies.

A virtual receptionist service that offers client intake can ask a potential new client about the specifics of their case rather than having the client wait for you to return the phone call.

An efficient client intake process helps make a good first impression, but more importantly, it can save your law firm time and money.

Here are the top 25 reasons why you need client intake software in your law firm.

As noted above, this is where client intake is critical.

A successful law practice starts and ends with successful client intake.

To create the best possible customer service experience for your clients, you have to examine your entire client intake process.

Client intake certainly gets easier with experience, but there is always room for improvement.

The best way to really optimize your process and implement a consistent, organized workflow is probably by using actual client intake software.

They also reduce the retainer amount they should be taking for all kinds of reasons, like being afraid higher initial pricing will reduce client intake.

Initially, all potential clients will speak with one of the firm's client intake staff members or an available paralegal.

Because client intake is almost never the stage of the lawyer's (or firm's) workflow that is holding back the rest of the system.

In this post, we will illustrate the value client intake software can bring to your firm and show exactly how it can help you retain more clients and grow your practice.

When things get busy, most solo attorneys dream of hiring an assistant to handle answering the phones, doing basic client intake, and handling the firm's accounting.

Develop client intake forms and interview processes that enhance the ability to understand client requirements and led to a 20 percent increase in customer satisfaction.

Everything a therapist needs to know to record client intake, treatment, and progress.