Your law firm's intake process can make or break whether a potential client chooses to become your client. Manni Sandoval shares some helpful legal intake tips in an article for Attorney at Work.
After you've gotten the potential client's name and contact information and listened to their first initial questions or stories, it is a good idea to let them know roughly how long the intake call will take and make sure they have an adequate amount of time to complete the process. You can offer to schedule a time to call them if they are limited on time. According to Sandoval, "Leads generally appreciate the consideration, and you’ll have a more productive intake if they’re not watching the clock."
Another way to facilitate a successful intake call is to create a script of questions you need to ask and keep it on your desk or a conveniently located spot on your computer. This will help you get all of the information your firm needs before ending the call.
Your firm may find it beneficial to occasionally discuss your intake process as a team to discuss what is going well and if there are any steps of the process that could be improved upon.
For more tips, click here to read Sandoval's article for Attorney at Work.