Improving 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 MBA’s intake tips and articles about establishing procedureshandling inquiries, and  improving the intake process. For in-depth study, read the ABA’s book about Capturing Clients. Your clients will appreciate your improved forms, procedures, and software.

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