Client Intake

You can keep clients happy and increase profitability by improving client intake. Start by making client intake the responsibility of a member of the firm or a staff assistant. The responsible person can be tasked with implementing procedures to welcome clients, evaluate their ability to pay, and check for conflicts.  To get started, check the resources at the MBA website and read the ABA’s book about  Capturing Clients and articles about establishing procedures, handling inquiries, and  improving the intake process. Next implement improved forms, procedures, and software at your firm. Your firm and it’s clients will be rewarded by your efforts.


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