Multi-million dollar firms will tell you the secret to their success is their client intake.It is the meat and potatoes of a law office. The intake process isn’t solely based on collecting data. The information should be geared towards steps that determine if the client is the right fit for the practice. The process should consist of an inviting client experience. It should set the tone and expectations for your practice, all while allowing information to arrive quickly to you and your staff. This year you want your practice to be successful. Let’s take a look at 3 essential steps to improve your client intake process.
Clean and Updated Lead Data
First, you want to make sure potential clients have your current contact information. You also want to make sure the potential client’s contact information is accurate as well. How much money is left on the table from data inaccuracies? Make sure all your contact information is the same across all media platforms, and verify the CRM software is collecting correct lead data.
Client Intake Flow
All information provided by the client should flow. Design your process where each step moves smoothly and efficiently. Make sure questions are not repetitive and are easy for the potential client to understand and direct them to the “E Sign” portion of the form.
Onboarding
Now that you have a paying client, make sure the onboarding process is clear and direct. Provide the client with information that sets the tone for what they should expect while working with you and your firm. Also make sure to provide them with the necessary tools needed to communicate with you throughout the case life cycle.
The client intake process should be the door to your firm. With these quick and easy tips you are well on your way to signing up ideal clients.
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