Intake Law consultations are incredibly important in your law firm. This is the first in-person interaction with a potential client. A well established process should be in place for efficient decision making.
Good screening requires thorough and accurate information. It gives you the opportunity to evaluate the case, as well as the client. The client intake consultation can begin with the initial phone conversation.Client Intake Forms
You know that you need forms for client intake. Ensure your intake forms are of high quality. You should incorporated a template document requiring the essential information, as to not forget to document anything important.Incoming Call Forms
A client may call you to inquire about their case. It is advised that you have a specific form for the person taking the call to document information. The data gathered during the call should be thorough enough to make a decision on whether or not the firm will want to take the case.
Processes and procedures should be in place to gather necessary information quickly. A quick response to the client is crucial, therefore the phone client intake process needs to be efficient. Make sure that all necessary information is gathered in order to respond to the client in a timely manner.Office Forms
These are the forms that you will want to gather concrete and personal information such as: social security numbers, legal names (both past and present), spouse names and other necessary but sensitive information. This is the information that cannot be received from a phone conversation.Intake Evaluation
There are many questions and concerns that need to be addressed during the consultation and afterward during the evaluation period. You need to ensure that the case is desirable for your firm. You also need to consider the client that you will be representing.
There are many reasons to not take a case. Be aware of your natural and professional instincts. You may not agree with the client’s decisions. If you think the client is lying, then you should not represent them. If the matter is outside of your expertise, you may not want to take the case.
Client intake law consultations are crucial in all law firms. When you consult with a law firm consultant, they can advise you with the best client intake practices. They have the experience and the knowledge to provide you with efficient intake strategies.