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.
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.
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.
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.
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.
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.
To create the best possible customer service experience for your clients, you have to examine your
entire client intake process.
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.
Phrases with «one's client intake»