Mastering the Client Intake Process

The client intake process is often overlooked at law firms.

A potential client calls.

You speak with them.

You return their call.

You set up a consultation.

They retain your firm and sign a retainer.

Simple stuff, right?

In practice, the intake process is fraught with pitfalls that plague many law firms from running law firms that are bringing in as many new cases as possible.

And often it’s not in plain sight.

Law firms may be unaware that they lost a potential client because of their action or inaction.

A lost client doesn’t usually tell you, “I didn’t hire you because you didn’t return my call immediately.”

But, there are best practices. And there are ways to improve these processes at nearly every law firm.

Chances are, your law firm is letting new clients slip through the cracks.

You’re probably not signing on as many new clients as you can because of your intake processes.

But how can you fix that?

Michael Chasin is the CEO of Lexicata – the #1 CRM for law firms. And he’s seen it all, having worked with thousands of law firms to streamline their intake processes with technology.

So, Lexicata and JurisPage are co-hosting a webinar.

Called Mastering the Client Intake Process and Boosting Law Firm Sales, this webinar will teach you things like:

  • Top mistakes to avoid with client intake
  • How to drive more lead conversions
  • How to build a proper sales funnel
  • The best process for client retention
  • Tools to manage and automate your intake process
  • And more!

To register, click here.

The webinar is on Wednesday November 15th at 1pm ET.

At JurisPage, we’ve worked with a lot of law firms.

And we’ve seen law firms that consistently generate new leads, but not as many new clients.

Often the culprit is the intake process.

Firms that run their practices the most efficiently, with clearly documented processes and tools that help them stay on top of every new potential client, are the ones that sign on the most new clients.

And we’ll dive into all of this at our webinar.

So, sign up here, and we’ll see you then!

Andrew Cabasso
About the Author: Andrew Cabasso
Andrew Cabasso is an attorney and co-founder of JurisPage, an online marketing agency for law firms, now part of Uptime Legal. Andrew has given many lectures and CLEs on website design and Internet marketing to legal professionals. He is the author of Search Engine Optimization for Lawyers and The Complete Guide to Attorney PPC. Follow Andrew on LinkedIn, Google+, or Twitter.

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