Intake Workshop for Attorney Registration

Intake Workshop for Attorney Registration

Intake is crucial in a law firm. This is how and when the clients are secured. Learning how to strategically increase your law firm’s intake will benefit your business in countless ways. There are strategic implementations that can be incorporated in your intake process.

intake workshops for attorney registration

An intake workshop is dedicated to teaching you how to grow your clientele. If you have the option to attend an intake workshop for attorneys or advocates, you should take advantage of the opportunity. An intake workshop will benefit you, your advocates, and your support staff. You can partake in an intake workshops for advocate registration to reap all of the benefits from these workshops.

Support Staff

The support staff plays a major role in your law firm. They interact daily with your clients and with your potential clients. With the right skills, they can help you generate greater client intake.

Your support staff will learn valuable new strategies for intake. The Staff will learn strategic skills, including how to properly take phone calls. They will leave the workshop eager to put their newfound skills to practice.

Attorneys and Advocates

You know that client intake is important. You may already have some effective strategies in place. It is beneficial to continue to grow your knowledge and add to your toolbox.

Attending an intake workshop will benefit you and your law firm. You will get a new outlook on how to handle leads. You will also learn valuable ways to respond to prospective clients when the office is closed. Your office can flourish with the fresh, but experienced outlook you will receive when attending an intake workshop for attorneys. Complete your intake workshops for attorneys registration to get this process rolling. As an attorney, you will benefit greatly from this day workshop.

Intake is an important process in all law firms. It best to have strategic procedures in place in order to be as effective as possible. There is always room for improvement and growth. Pinning down concrete client intake practices takes work. When you have access to the best strategies, your law firm will develop a solid intake process.

When you attend a law firm intake workshop, it truly benefits your entire branch. In fact, your entire office can be a part of the workshop. Everyone will learn something new. Your firm’s current practices will be enhanced with new strategies learned in the workshop. Your team will gain valuable tools to pull from during the entire intake process.

Your entire team will benefit from an intake workshop. Register for an intake workshop for attorneys, advocates, and support team to build your client intake process.

The Benefits for Intake Workshops for Law Firm Staff

Continuing education is essential in all careers. Training will help keep skills sharp and help workers learn the best techniques for their jobs. The field of law is no exception. Many law professionals can benefit from intake workshops. Intake workshops for attorneys as well as intake workshops for advocates are definitely worth the time. The initial meeting or intake going well is what will gain you clients. It is imperative that this go well. You are essentially being interviewed by your potential client and this person will determine whether or not you will be hired for the case. There are many things to consider during this intake and it may not come naturally to everyone. This is where training will be beneficial.

intake workshop for advocate

What will you learn in an intake workshop?

How to generate leads

Before someone can become a client, you need to know how to make a lead into a prospect. An intake workshop will help you generate new leads. This will help you increase your number of clients.

How to increase the income of your firm.

No matter what kind of attorney you are, you need to make money for your firm. This is true of service-oriented lawyers as well. You need to keep your firm running. More than just gaining clients, you also need to know how to run your firm as a business. There are ways to streamline and cut costs in order to keep more of the income that you’re bringing in from those clients.

Many different people can benefit from intake workshops

Not just lawyers will benefit from attending an intake workshop. In addition to the intake workshops for attorneys, it can also be an intake workshop for advocates as well. You can also have your legal assistants, office staff and paralegals attend. Because a lawyer isn’t the only person that clients interact with, the rest of your staff can benefit from these workshops also. Each of your staff has a role in helping to turn prospects into clients. Make sure they receive the proper training as well.

Training is helpful in any industry. For the law industry, consider an intake workshop for all of your staff to learn how to better acquire clients. Contact us with any questions or to register for a workshop.

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.

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.

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.