Sentences with phrase «one's client intake process»

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

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

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

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.

Legal work requires collecting a lot of information, which is a big reason why having a good client intake process is so important.

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

Your law firm client intake process should support your marketing efforts while providing quality and consistent experience to potential clients.

By developing a consistent, repeatable, and streamlined client intake process, you can experience many benefits:

A product like our own Lexicata can manage all of the common client intake processes with one, all - encompassing solution.

This post will help define some of the characteristics of an ideal client intake process for a small law firm, focusing on the important goals of efficiency, organization, and providing a good client experience.

We hope you have found these tips useful, and that you can find ways to improve your own law firm's client intake process based on the 4 most common things that most firms are currently missing.

Colorado Legal Services handles the initial client intake process and then sends selected cases to MVL for referral.

Lawyers also have to have a thorough client intake process that asks the best questions to determine whether it is appropriate to unbundle for a client or whether they need full service assistance.

Lexicata is a web - based platform to help attorneys manage their prospective client intake process and help them turn prospects into clients.

For example, Palace Law's old client intake process used to involve a number of different paper forms.

Palace Law didn't create their current client intake process all at once.

Law firms need to implement and adopt more standardized processes for handling legal matters, starting with a good client intake process to collect the required information.

Alert Communications works with clients to evaluate their current intake or screening process (if they have one), develop a script that fits their needs, and offers other services to law firms like email document delivery, new client intake processing, appointment verification, and more.

You might be surprised by how many firms don't have a comprehensive law firm client intake process that they periodically review.

Discuss ways to streamline the client intake process so you can get this number down to one.

After all, your client intake process is critical to your success.

This solution is perfect for busy attorneys who have ot balance client meetings, court appearances and childcare pickup with the client intake processes their business is counting on.

If you're ready to lower your cost per lead, optimize your client intake process, and maximize your ROI on your marketing spend, I'd love to speak with you!

Good phone manners and other aspects of the client intake process are discussed further in the free playbook, Legal Marketing 101: A Guide for Small Law Firms.

This post lays out why the client intake process is broken, and what you can do to fix it.

Intuitive tools like Workflow allow you to customize tasks and deadlines at the start of a matter, so you can you track court and statutory deadlines for each case, streamline your client intake process, or create templates for important dates that relate to specific types of cases or trials.

But, those law firms who are willing to think outside the box and implement technology to add efficiency to their client intake process stand to gain a leg up on the competition.

While I'm always more than happy to walk through an invoice when it makes sense, MEMN's client intake process has been deliberately designed to filter out clients who, for whatever reason, de-value lawyers in this way.

Here are some of our suggestions for ways you can improve your client intake process by using technology:

Using software to manage your client intake process helps to create a structured process for collecting information and an organized way of storing it, which can greatly reduce the likelihood of a costly mistake or oversight.

Fienman Defense LLC can not and does not represent you until our client intake process is completed.

Mastering the client intake process can be one of the most difficult skills to learn, especially as a new attorney.

Read on to learn about 4 key things that may be missing from your client intake process.

Although it's often overlooked, the client intake process is one of the most important parts of a law firm's operations.

But here at Lexicata, we take client intake seriously and we believe that optimizing your client intake process is the first step to improving your operations and growing your practice.

So, using Workflow, it's a simple matter to streamline your client intake process, create templates for important dates that relate to specific trials, or calculate and track your local court calendar rules and deadlines.

Essentially, client intake is really just the legal sales process, and by improving your client intake process you can increase the efficiency and profitability of your practice.

You can create an easy experience for clients by streamlining or eliminating any burdensome steps from the client intake process.

For example, you may want to automate your client intake process so that visitors to your website can become new clients even while you're away.

Law firms using Captorra's solution often execute documentation throughout the client intake process that requires signatures from both parties.

Part II walks you through the client intake process, including how to effectively gather information on new clients, manage the client selection process, make judgments, and use engagement and non-engagement letters.

The client intake process is the first step towards what will hopefully become a successful attorney - client relationship, but it is also useful for quickly identifying potential problems or matters that you would prefer not to handle.

The following are some tips on improving the ease and efficiency of your client intake process, so you can get the most out of this valuable tool.

Your client intake process should effectively provide you with the information and resources you need to begin working on the new matter.

The Law Firm can not and does not represent you until our client intake process is completed and an engagement agreement is entered into.

Each firm may operate very differently in terms of its approach to marketing, and it's client intake process.