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

Automating Intake

Creating Welcome Kits

Establishing Procedures

Ethical Considerations

Handling Inquiries

Making Clients Feel Special

Improving the Intake Process

Intake Tips

Onboarding Clients

Retainer Agreeements

Scheduling Appointments

Training Staff

Books

Capturing Clients

Guide to Law Firm Intake

Intake Procedures

Risk Management for Law Firms

Writing Client Letters

Forms
ABA
Georgia Bar
Michigan Bar
My Shingle
South Carolina
Themis (Clio)

Sample - Intake Procedure

Imani Law Firm (Irvine, CA, Personal Injury)

Kugelman Law Firm (San Franciso, Tax Advocates)

Masker Law Firm (Nasvhille, Employment Law)

Seddiq Law Firm (Tysons, VA, Estate Planning)

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

Buyers Guide

Reviews