Law Firm Client Intake Best Practices

Law Firm Client Intake Best Practices

Despite that it is the first chance you and a potential client will have to meet each other and discuss a case, the client intake consultation can often make or break the relationship. As it is commonly said, you never get a first chance to make a first impression. Growing a firm means attracting new clients. So, you need to work hard to make sure an intake consultation goes well. You do not want to have potential clients walking out the door with no intention on returning because the intake consultation was not excellent. To ensure you have the best client intake onsultations possible, following the guidelines listed below.

Law Firm Client Intake Best Practices Check for Conflicts

If there is any type of conflict of interest, you want to learn about it right away. As soon as you can, run the potential client’s name through your system, then do the same for every name associated with the case. If anything pops up in your records, do some more digging to see what the connection is. If the conflict is old and totally unrelated to the case, you do not have anything to worry about. However, if it is current or in any way related to the case the intake is about, you will need waivers of conflict to be signed. This must be done before any confidential information is shared with you.

Collect Intake Paperwork

Be sure to get the potential client’s biographical data and other pertinent information. However, if the client is submitting this information online, be sure there is no way for him or her to share confidential information before you can check for conflicts. Also,have a questionnaire for your potential client to fill out. The form should be specific to the type of case it is, as the questions will be different for a personal injury case than they are for a divorce.

Decide if this is a Good Fit

Not every lawyer is a good fit for every potential client or case. For a lawyer and a client to be a good fit, it is a two-way street. You both need to be comfortable with each other. Not only do you need to look for signs of conflict, but you also need to be on the lookout for signs that indicate the right fit. Has the client worked with several lawyers unsuccessfully? If so, then why? Do you have the time and resources available to fit the requirements of the case? Is it an area of law with which you are familiar? The answers to these questions will tell you everything you need to know. But, if you need more convincing, have someone on your staff do some Internet research on the potential client to see if any red flags come up.

The intake consultation is perhaps the most important meeting you will have with a client. If you do not want to take anything to chance, contact Attorney Consultant, Inc. today to sign up for an upcoming intake workshop. It is the best way to help your firm grow.

Invest in Your Law Firm

If you run a law office, you know that it has its challenges. Managing a law office requires strategy and planning. It involves much more than just being a great attorney. You may want to consider a law office management consultation.

 law office management consultation

Running a law office is more complex than representing clients. It is essentially a business in which legal services are provided. Investing in a consultant will help you with the overall business development of your law firm. They will provide necessary strategies to be implemented in the growing of your business. The knowledge and expertise they provide will improve and increase the flow of your business.

The clients are imperative in a law office. The consultant will seek out client feedback, ensuring their satisfaction. They will also assist with providing client management systems.

There is much to manage when you run a law firm. Leadership and management skills are a must. Your law office management consultant can help you further develop these vital skills that will take your firm to the next level.

You also have marketing to consider. Organizing the marketing aspects of a law office require much planning and involvement. The consultant will guide you through effective marketing strategies that can be easily implemented into your business. Your law firm will grow by following the marketing strategies that will be provided to you.

The best attorneys are not afraid to gain valuable assistance through hiring a law office management consultant. They will greatly assist you with putting the best practices together for your business to run as efficiently as possible.

Investing in a law firm consultant will be worth the time and money. It is the best investment you could make for your law firm business. Your entire staff will benefit from the strategies that will be implemented into your office.

If hiring a consultant is something that you are unsure about, you can always request a consultation. Many consultants offer free consultations. You should bring all of your questions and concerns to the meeting. You should know after the initial meeting if the consultant will be a good fit for you and your business. You will also leave the meeting more familiar with the products and services that they can offer.

A law office management consultant can greatly benefit your law firm. It is an investment you will not regret making for your business. Your business will grow, as will your knowledge and confidence in all aspects of your law firm.

The Benefits of Intake Workshops for Law Staff

There is no question that the intake consultation is one of the most important meetings a lawyer can have with a client. Not only can it be the deciding factor of whether or not a potential client wants to hire your firm, but it is also the first opportunity a client has to meet with you and set the basis for the relationship you will forge throughout the case. The intake process does not always come naturally to an attorney, so it is a good idea to participate in an intake workshop to learn the best way to conduct the consultation. Here are a few benefits you will get from participating in an intake workshop.

intake workshops for law staff

Learn How to Turn Prospects into Clients When someone comes into your law office for the first time, he or she is still a prospective client. For your firm to flourish, you need to turn that prospect into an actual client. The intake consultation is your first (and perhaps only) chance to do so. During an intake workshop you will learn the skills and strategies that are essential for turning prospects into clients. Some of these skills include learning how to respond when the phone rings, learning how to respond to an Internet lead, and how to respond to a prospect when your office is closed.

Generate Leads

Before prospects become clients, they need transform from leads into prospects. That change is not always easy. But, attending an intake workshop will provide you with the expertise that is needed to generate new leads that you can cultivate into active clients.

Increase your Firm’s Income

Even the most service-oriented lawyer needs to make an income. That income comes from clients as well as other sources. Not only can an intake workshop help you increase your client load, but it can also help you increase your firm’s income in other ways as well. Learn how to streamline your organization so you can cut costs.

Open to Everyone

Intake workshops are not limited just to attorneys. They are open to paralegals, legal assistants, advocates, and all office staff. The reasoning behind this is clear. The acquisition and retention of clients is not the responsibility of a lawyer alone. Every employee on staff has a role in helping to make sure a prospect becomes a client. Therefore, everyone can benefit from attending an intake workshop.

If you have questions about the benefits of attending an intake workshop or would like to schedule a workshop for your firm, contact Jim Brown at Attorney Consultant, Inc. today. Let our expertise help you help your firm.