Avoid These Common Pitfalls When Conducting a Legal Client Intake Consultation

Avoid These Common Pitfalls When Conducting a Legal Client Intake Consultation

The first legal consultation you have with a potential client, known as intake, is an important first step in the relationship you will forge with that person. It is the basis for a healthy attorney-client relationship. Since intake is so crucial, it is important to avoid the following pitfalls that can befall even the best of attorneys.

client intake process law firm Being Insensitive

Usually, when a potential client visits a lawyer, it is not a happy occasion. Often people seek out legal help because they are in legal trouble or they need help with a major problem. These problems can be quite personal and embarrassing, such as overwhelming debt or a drunk driving incident. These issues can often produce strong emotions such as fear, guilt, and a sense of failure. Therefore, attorneys must show compassion and understanding in order to build a sense of trust. Being insensitive to the emotions a client will make it difficult to foster a healthy relationship that will allow you to help your client in the best way possible.

Interrogating your Clients

A good lawyer has strong interrogation skills, as it is an essential component of any trial. However, a great lawyer knows when to turn those skills off. The client intake consultation provides your clients with the opportunity to tell their stories in the way they need to with no judgments. Rather than asking pointed questions, keep them open-ended and allow your clients to provide the information freely rather than putting them on the defensive.


Of course, as a lawyer, you want to ask your clients lots of questions. But, avoid this temptation during the intake consultation. Give your clients time to tell their stories without interruption. This small gesture will indicate to your clients that you care about what they are saying.

Getting Distracted

Do not allow yourself to be distracted during the intake consultation. This is not the time to take incoming calls or to check your emails. Those tasks can be taken care of at another time. If you tend to them during an intake, it sends the message that there are issues that are more important than your client. No one wants to be made to feel like a second fiddle, especially during a vulnerable time.

Pretending to know answers

A client will have many questions during an intake consultation. You will not know the answers to all of them. It is perfectly acceptable to say you do not know, but will do research and find out. It is a far better response than making up an answer.

If you would like help improving your intake consultation techniques, contact Attorney Consultants, Inc. today. We can get you going down the right path.

The Advantages of Working with an Attorney Consultant Firm

Running a successful law firm is hard work. It takes time and dedication to every aspect of the business Often, it can be difficult to juggle the responsibilities involved with properly serving clients and making sure the business stays afloat. Working with an attorney consultant firm is the perfect solution. Take a look at all the advantages you can achieve when you work with an attorney consultation firm.

legal client communication Intake

Intake consultations are a crucial component of your relationship with every potential client you see. The quality of your intake procedures is a huge determining factor in the number of new clients you can gain every month. When you work with an attorney consultant firm, a representative will assess your firm’s intake procedures and offer insightful feedback on how to improve it. Once your intake procedures are streamlined and optimized, you will be amazed at how fast your firm grows.

Case management

Once you have secured a new client, you must be able to efficiently handle the case. Every attorney knows that managing a case requires an immense amount of work, from its outset to its conclusion. An attorney consultant is well versed in many tricks of the trade that can help make your case management more efficient. Since there are so many facets to keeping a case organized, a good attorney must take advantage of any help that is available. Doing so can help you keep your clients satisfied, which will in turn also help you increase your business.

Client communication

Having strong communication skills in an essential characteristic of an attorney. As your firm grows, it can get increasingly difficult to keep the lines of communication open. An attorney consultant can show you new strategies and help you create a system that helps you increase client communication while a case is pending. Doing so can help increase client satisfaction, which can lead to additional referrals.

If you want to grow your law firm without alienating current clients, working with an attorney consultant firm is a great option for you. If you would like to learn more about how an attorney consultant can help you, contact Attorney Consultants, Inc. today. We would love to hear from you.

Hire a Legal Case Management Consultant to Help Your Law Firm

Between advising and representing clients, trying to gain new clients and drawing up legal documents, how do you have time to manage all the other aspects of the firm? All attorneys and law firms can benefit from hiring a legal case management consultant.

legal case management consultant

Many attorneys feel that their law firm is running smoothly, but after hiring a case management attorney consultant, they discover more efficient ways to manage their cases. When cases are well-managed, it allows the law firm to bring in additional cases without sacrificing the quality given to each client. If business is down, legal case management consultants can give you fresh ideas for bringing in new clients, and generate new enthusiasm for you, your staff, and your firm. A consultant can also help you receive favorable decisions on complex cases, such as malpractice and ethics.

What to Expect Once you have decided to hire a case management attorney consultant, you can expect them to visit your office to meet with you, your associates, and depending on the size of the firm, most of your staff or key people. Interviewing everyone gives the consultant insight into how cases and clients are handled, and what changes can best benefit the firm.

After the initial consultation, the consultant will send an analysis of the firm and recommendations based on what was discovered during the interviews. The analysis report is usually 50 pages or more. After you have had time to review the report, three or four telephone appointments will be scheduled for an in-depth conversation about the analysis.

The case management attorney consultant will discuss the implementation of the recommendations. While it might seem overwhelming, the consultant will be there to advise, coach, and encourage you; they will be with you every step of the way when you need them.

Post-Consultation Results It will not take long to see the benefits of hiring a legal case management consultant. You will reduce overhead while bringing in new clients, your expenses will be better managed, your staff will be more productive, and you will make more money.

Teaching your case managers better methods of managing cases, attorneys can engage in more comprehensive representation of their clients. A case management attorney consultant can help your in-house case manager be more productive by providing he or her with current tools. Your internal case manager can use case management software, which will help streamline processes along with other benefits:

Management – set up an intuitive case and matter filing system, automate tasks, calendar, and manage your contacts.

Billing – track time and expenses, create professional legal invoices, online client payment options, financial reports.

Documents – unlimited document uploads, create document templates, and secure, document sharing.

Communication – secure client portal available 24/7, direct, private messaging, Real-time activity streams.

Additional ways an attorney consultant can help your law firm include marketing, workshops and telephone coaching. If you decide to hire a new partner or sell your firm, you will need to get that information out to the community. A consultant will know the best way to accomplish that. You and your staff can learn the best intake methods by attending dynamic and interactive workshops. If you have a crisis or even a simple question, a case management attorney consultant is just a phone call away for coaching.

Take the time to talk to some fellow attorneys who have hired an attorney consultant. Most likely, you will hear that the consultant helped them create and brand their market share, run their offices more efficiently, and reduce the cost of their practices. You might also hear things like they maximized the potential of each attorney and support staff member, improved the income to expense ratio, and brought in more clients. Additionally, you will learn how the consultant helped other lawyers by creating business and marketing plans and increased the value of their time and that of the firm.

Many lawyers start feeling like their practice is running their lives instead of them running the practice. Some of them feel like throwing in the towel and walking away – this the best time to contact an attorney consultant. They can help you remember why you became an attorney in the first place and why you love it. Maybe you need a partner or an associate to help take some of the caseloads. A consultant can contribute to making that determination – they will help bring positive change to your law firm. You are in a position to alter the lives of your clients – they depend on you to be at your best so that you can adequately represent them at your fullest potential. Bringing in a consultant can also revitalize the morale around the office, ease the minds of the employees and help you enjoy your practice again.

Grow Your Law Firm with a Law Firm Marketing Consultant

All law practices are in need of valuable law firm marketing. Running a law firm requires strategic planning. Marketing is important to increase clientele, and increase the number of cases that the firm represents. You can experience great benefits from investing in a law firm marketing consultant to help you implement vital strategies.

law firm marketing

A law firm marketing consultant can help you grow your legal business. They will assist you with creating marketing strategies. They are skilled and experienced with helping law firms, and they will help you effectively develop your legal organization.

When you outsource your marketing strategies with a marketing consultant, you will have help growing your firm. Developing your firm is something you do not have to do alone. A consultant will assist you with strategies with increasing client volume, client management, and new business development.

If your firm is struggling, a consultant can help you identify the problem areas. They will not overlook anything in your practice. The consultant will handle your business with care and customize your law firm marketing plan. Every aspect of your firm affects the overall operations of the business. Phone calls, client consultations, advertising, and overall management affect the results that the firm is getting. The law firm marketing consultant is experienced with improving and growing law firms.

If your firm is well-established, you can still benefit from the help of a consultant. They will examine the overall operation of the firm, while implementing vital strategies to keep your legal office growing.

Not only does a law firm marketing consultant help with the marketing of your law firm, they help with the business aspects of it as well. You may be a brilliant and talented attorney, but a little help with the business operations of your firm will make a huge difference in your law firm. The consultant will even advise with finances and saving your law firm money. They will allow you to manage valuable time. The assistance they will provide to marketing and growing your law firm, and the time they will save you is invaluable.

The benefits you will receive from a law firm marketing consultant are not limited. You can discuss your law firm needs in a consultation with a law firm marketing expert. The consultant will go over everything they can offer you and your law firm. Your law firm will grow, as well as your confidence, peace-of-mind, and valuable time.

Don’t Rely on General Business Advice for Getting Legal Clients

One of the most vital things that an attorney needs to do for their practice is bringing in new clients. Turning a prospect into a client is not always the easiest thing to do, especially for a new practice. One of the ways that an attorney can improve how they bring in new clients is by attending intake workshops for attorneys. This attorney consultant intake workshop can change the way that you prospect and sign clients.

Business Advice for Getting Legal Clients Why Attend Intake Workshops for Attorneys

There are all types of professional development courses available to business owners that can help them to bring in more clients. These classes are all well and good, but attending a workshop geared towards attorneys will make it easier to apply what you learn to your business. You won’t have to piece together how to best fit the information given to a general business to your law practice. This attorney consultant intake workshop will focus solely on how your law office can improve.

Who Should Attend?

Any attorney that is looking to fill out more of their schedule by bringing in more clients can be benefitted by attending this intake workshop. It can change that way that your practice runs entirely just by tweaking how you are currently handling your daily tasks. This workshop is also a great tool for your team to learn. Send in the advocates or support staff to give them better tools in running the law office more effectively.

What Can You Learn

Over the eight hours of the workshop, you’ll learn several different techniques that will help you to find clients better. We look at what you do as prospecting to harvest better leads that turn into clients. You may be doing something ineffectively with how you respond to people that respond to your office. Some of the tips that you’ll learn about include how to better respond to people that call your office, how to better respond to Internet leads that come in from your advertising and website, and how to capture people’s attention when they try contacting your office at times when your office is closed. Each of these actions can change the narrative, and help to harvest that prospect into a client. This, however, is just the tip of the iceberg in how you can maximize your legal practice.

Register Soon

The time is now to change the way that your practice brings in new clients. Keep your schedule full with clients with just a few tweaks to the way that you do things. Register today for an upcoming attorney consultant intake workshop to change your life.

Why Work With a Legal Consultation Service?

If you are looking to increase business for your law firm, one great way to do so is by working with a legal consultation services. If you are unaware of the benefits you can reap from this type of service works, keep reading for a brief overview.

Legal Consultation Service

What can a legal consultation service do?

There are many ways in which a legal consultation service can help your firm. It can bring in more clients, reduce overhead, create business and marketing plans, and help to create a unique niche in the market.


Working with a legal consulting service can bring a unique and creative perspective to a law firm. With the help of a legal consulting service, a firm can easily become a shining star in the community.


A legal consulting service can help a law firm come up with innovative solutions to problems and help to create systems that will bring in new clients. They can also be a source of unique ideas to help manage the firm and present it in a professional manner.


Every law firm can benefit from objective advisement, and a legal consulting service can provide exactly what is needed. When you follow the advice that is provided by the legal consulting services, you will be able to serve your clients better and will also file fewer appeals.


When you work with a legal consulting service, you enter into a strong partnership. The long-term commitment you create will have untold benefits for your firm and the clients you serve.

Meet your potential

You know how much your firm can grow; working with a law firms consulting service can help you get there. The legal consulting services can show you how to earn more money, be more efficient, and gain more personal satisfaction out of your career.

If you think your law firm can benefit from working with a legal consulting service, contact Jim Brown at Attorney Consultants, Inc. today. We can help you help your clients and grow your business.