An efficient and effective intake process is important to the survival of plaintiff law firms, but how do you know if and where improvements should be made?
- It is important to understand how your firm operates and culture to ensure how readily you will accept change.
- Know where your work comes from and where you want to generate new growth.
- Does Intake take priority or is it taken for granted? Successful changes to your process may come down to how seriously Intake is treated in your firm.
- Your firm can be good at generating leads and answering inquiries, but how quickly are they handled? Ensuring that a qualified legal professional is able to quickly assess and sign potential clients prevents your competitors from doing so.
- You aren’t going to have to worry about managing intakes if marketing campaigns aren’t filling the sales funnel.
- Ensuring everyone is on the same page and has the proper support to do their job is key to ensuring potential clients receive consistent service.
- Many firms are now adopting technology to allow the firm to quickly sign agreements without clients having to come into the office. This practice avoids the possibility of potential clients changing their minds.
- When inquiries don’t meet your firm’s criteria or are not in your area of law a referral program can still yield benefits. Developing a network of attorneys for reciprocal referrals benefits both, particularly if your state allows payment of referral fees. You also build goodwill with potential clients as you provide them with someone who can help them with their legal issues.
- Knowledge is power and you can only understand and improve when you track each part of the process.
- It is one thing to acknowledge that there are improvements to be made. It is another to budget time, energy, funds, and get approval to move forward.
How We Can Help Your Plaintiff Firm
Plaintiff firms survive and thrive by continuing to open new files. Automating this process at your firm allows more time for attorneys to service their current clients.IntakeFlowChartSample
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Digital Marketing
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Final Approach
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Research beyond the business plan
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What is included in the service?
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Market Research
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Cost Planning
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Google Analysing
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Final Approach
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Research beyond the business plan
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