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Customized Intakes Help Law Firms

Customized intakes improve lead quality. The intake process is one of the first interactions between your law firm and potential new clients. Of course, you want to put your best foot forward and make a good, lasting impression on those contacting you. Using a customized intake process is the best way to achieve this.

Why Are Intake Forms Important?

Intake forms are the first documents that potential clients encounter on their journey to hiring a law firm. As such, you want to make sure that your intake form represents your brand and your dedication to your clients. Intake forms provide a valuable service to your team, including:

  • Gathering information from calls or emails.
  • Streamlining the onboarding process for clients who sign up.
  • Providing your law firm with information about the client’s case and needs.

Intake Process of Clients

Intake forms are the backbone of the client intake process. This process includes first contact, communication between your firm and the potential client, sending retainer agreements, and following up. Think of the intake form as a method of walking potential clients through this process:

  • Initial Contact: Clients will call or email your law firm with questions or requesting information.
  • Needs Assessment: An intake specialist will ask questions designed to qualify the client for legal services.
  • Proposal: If the client qualifies, the intake specialist will discuss your services and the retainer agreement.
  • Contracts: The intake specialist will send the retainer agreement and relevant contracts to the client for them to e-sign.
  • Follow up: If potential clients do not immediately sign up, part of the intake process is following up on those leads. 

A client-focused intake process and intake form is the best way to show potential clients that you are dedicated to resolving their legal matter from day one. Once you have your intake process streamlined, your team will spend less time and money on intake tasks. 

Building a Better Intake Form

A great intake form is more than just branding. It is about creating an effective form that gathers necessary information without overwhelming the potential client. After all, the goal of client intake is to turn a potential client into a case. How do you build an effective intake form? At LCC, we believe there are a few components that are necessary for an intake form to be truly effective. These are:

1. Contact Information

An effective intake form can turn prospects into clients. But to do that, you have to know how to contact them. An effective client intake form gathers pertinent information that your intake team can use to communicate with prospects and follow up. This includes:

  • Full Name
  • Address
  • Email Address
  • Fax (if applicable)

2. Case 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, such as:

  • Party Names
  • Details of the Legal Issue (type of case, injury, location, etc.)
  • Any Case Numbers
  • Budget Limitations

The case information section of your intake form will be customized depending on the type of law firm you operate, and the types of cases you are targeting.

3. Referral Information 

Your law firm can learn a lot about where your leads come from by gathering referral information. 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.

4. Retainer Agreements

It is important that you provide information about retainer agreements, fee structures, etc. to potential clients early in the intake process. Provide 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.

5. Legal Fees 

Potential clients will often ask how much they can expect to pay, or how much is due up front. Having an overview of this information on your intake form can help 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.

6. Follow-Up Appointments

After the intake process is complete, our intake specialists will schedule a follow up appointment with the potential client. This is especially important if they have not already sign a retainer agreement. Scheduling a follow up appointment reduces the chances of the potential client ‘shopping around’ for other law firms.

Let Us Help Your Firm Grow

At Legal Conversion Center, we have spent more than a decade fine-tuning the legal intake 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. When you partner with LCC, your law firm is getting the benefit of:

Streamlined Processes 

With our customized intakes, you will be able to streamline intake and create the best first impression for your potential clients:

  • Customized intake forms
  • Highly trained intake specialists that answer inquiries 24/7/365
  • Case management integration
  • Spanish support
  • Contract acquisition

Retain More Clients 

The key to retaining clients is building a relationship that clients can trust. With LCC, cultivate the relationship between your firm and your clients. With our help, you can generate more leads, qualify more leads, and get more conversions than ever before!

Know Your Numbers

Have you ever wondered how effective your marketing, or intake really 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. Getting more clients is possible with customized intakes from Legal Conversion Center.