The Secret Plan To Launch Your Firm Into 2024: Intake

Maximum Lawyer

Watch the YouTube version of this episode HERE

Do you need to reevaluate your firm’s intake process? In this episode of the Maximum Lawyer Podcast, Jim and Tyson discuss ways to improve the intake process, which is part of a series aimed at preparing law firms for the upcoming year.

The intake process is a very important part of the client-lawyer relationship. This is when a client is first coming on board and it is used to see if a lawyer will take on a case. Jim shares how lawyers should spend time looking at their firm’s process and focus on analyzing how fast or slow it takes for a client to sign up with the firm. Speeding the process up will ultimately lead to more money.

Another part of the intake process is focusing on the sales aspect of it. Make a list of the common objections and questions that you receive in your intake process and then address them as you are marketing your firm to potential clients. An example is while on the phone speaking with someone who would like to take some time to review a contract, have the intake person ask if there is anything that needs to be addressed on the spot. This cuts out the need for someone to call back asking for more clarity. As firm owners, you have a wealth of knowledge that your intake staff might not have. So writing down responses to those commonly asked questions for your staff to have as a script is a great way to ensure more clients are coming through the door.

Listen in to learn how to improve your firm’s intake process!

00:56 Discussion on evaluating the firm's intake process

2:47 Exploration of common objections during the intake process

5:08 Importance of providing information about the firm's background to enhance credibility

Tune in to today’s episode and checkout the full show notes here.