Improving Client Intake
You can keep clients happy and increase profitability by improving client intake. Following are intake tips and resources for implementing them.
Tips
Alternatives - offer in-person and Zoom alternatives for initial consultation.
Delegate - assign responsibility for processing inquiries to a lawyer or staffer.
Forms - use a short intake questionnaire that is quick and easy to complete.
Procedure - adopt procedures for welcoming clients, evaluating ability to pay, and checking for conflicts.
Software - use contact management apps to improve efficiency and facilitate marketing.
Articles
Books
Samples
Bailey Law Firm (General Practice)
Ettinger Law Firm (Elder Law and Estate Planning)
Goldman Law Firm (Business and Estate Planning)
Ettinger Law Firm (Elder Law and Estate Planning)
Goldman Law Firm (Business and Estate Planning)
Software
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