The intake process is one of the first interactions between your team and potential new clients. Of course, you want to put your best foot forward and make a good, lasting impression on those contacting you. The best way to achieve this is to use a custom intake service specifically designed for law firms.
At Legal Conversion Center (LCC), we have over 100 years of combined experience helping law firms meet their full potential. As a full-service intake provider, we know how to produce conversion rates that will propel you ahead of your competitors. Call us today for a free consultation and learn more about our legal intake services.
At LCC, our dedicated team provides personalized solutions designed to meet the specific needs of each law firm we serve. Partnering with us will allow you to experience the distinct benefits of our customizable services.
If you decide to partner with us, you can benefit from our many customizable services, such as:
These custom intake services are the cornerstone of our famously efficient legal client intake process. By implementing these procedures, you can anticipate a notable uptick in both initial consultations and new client acquisitions.
Intake forms are the first documents that potential clients encounter on their journey to hiring a law firm. As such, your form should accurately reflect your brand. Intake documents not only collect essential information but also serve as a tangible representation of your firm’s values and commitment to client care.
Intake forms provide a valuable service to your team, including:
The intake form is more than just a procedural necessity; it is an opportunity to make a lasting impression and cultivate meaningful connections with the potential clients.
A great intake form is more than just branding. It is about creating an effective means to gather the necessary information without overwhelming the potential client. After all, the goal is to turn a potential client into a case.
At LCC, we have outlined the roadmap for building an effective intake form.
A successful form turns prospects into clients. However, to do that, you have to know how to contact them. The form should gather pertinent information that the intake team can use to communicate with prospects and follow up.
An intake form should ask for the following contact information:
Part of the intake process is qualifying a prospect as a potential client. To do this, your intake form should gather pertinent information about the client’s case.
Consider the following case-related information:
The case information section of the form will be customized depending on the type of law firm you operate and the cases you are targeting.
Gathering referral information can help your law firm learn where leads come from. Your intake form can include customized questions like, “How did you hear about our law firm?” Learning where your leads come from is a powerful tool for targeting your marketing efforts.
Provide potential clients with information about retainer agreements, fee structures, and other relevant details early in the intake process. Offer basic information about retainer agreements on your intake form. If your law firm requires a retainer agreement before signing the case, disclose this on the form.
Potential clients often ask how much they can expect to pay or how much is due upfront. Having an overview of this information on your intake form can alleviate client worries. Clients seeking legal help are often struggling (sometimes financially). Be sensitive to this, and let your clients know if you are flexible or have rigid payment options.
After the intake process is complete, LCC’s intake specialists will schedule a follow-up appointment with the potential client. This is especially important if the potential client has not already signed a retainer agreement. Scheduling a follow-up appointment reduces the chances of the potential client’ shopping around’ for other law firms.
Intake forms are the backbone of the client intake process. This is a structured sequence of steps designed to initiate and formalize engagements with prospective clients.
Think of the intake form as a method of walking potential clients through this process:
A client-focused intake process and form are the best ways to show potential clients that you are dedicated to resolving their legal matters from day one. Once you have streamlined the process, your team will spend less time and money on these types of tasks.
At LCC, we have spent more than a decade fine-tuning the services we offer. We believe that your intake process should be as unique as your brand, and that’s why all of our services are fully customizable.
Law firms leverage our call center services to enhance client management, accessibility, and conversion rates. By entrusting these responsibilities to our legal intake professionals, your firm can allocate resources more effectively, allowing greater focus on core legal processes.
With our customized services, you can streamline intake and create the best first impression for your potential clients:
The key to retaining clients is building a relationship that clients can trust. We will help you cultivate the relationship between your firm and your clients. With our post-retainer services and assistance, you can generate more leads and get more conversions than ever before!
Have you ever wondered how effective your marketing or intake is? With LCC, we can track and monitor your efforts, so you know exactly where your marketing budget is going and whether it is truly effective.
We offer a wide range of customizable legal intake services that can align with your law firm’s unique requirements. Whether you seek clarity on the functionalities of our call center or wish to explore how we can support your operations, our team has the answers.
Contact the Legal Conversion Center today to discuss an effective strategy for your law firm. Start your free consultation to get started.
