Improving Client Intake

You can keep clients happy and increase profitability by improving client intake. Following are intake tips and resources for implementing them. 

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.  


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