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.
Website - create a page at firm site to explains procedures and a form for inquiries.

Articles

Books


Sample - Intake Procedure
Zalman Law Firm (Irvine, CA, Personal Injury

Samples - Intake Form
Ettinger Law Firm (New York, Elder Law and Estate Planning)
Goldman Law Firm (Jacksonville, FL, Business and Estate Planning)
Bailey Law Firm (Bedfor, TX, General Practice)

Software

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