5 Tips to Optimize Your Legal Intake Process

Your legal practice, like any other service business, needs deliberate strategies for finding, acquiring, and keeping clients. Your legal intake process is a strategy that involves everything you do from the time a potential client first contacts you about a case until they become a paying client. Having a reliable legal intake procedure in place can guarantee a constant stream of income for your business. However, few legal practices are able to successfully establish and maintain one. Why Streamlining Your Legal Intake Procedure Is Crucial is the Subject of This Guide.

Ask All the Necessary Questions

The qualification process is a crucial aspect of the legal intake process, and an important part of qualification is asking the correct questions of leads. Understanding the lead’s legal concern and the chance of a conversion are both crucial. Some software options such as Gavel provide superior interaction with customers thanks to a flexible, user-friendly layout that allows for individualization via personalized questions such as using the customer’s name repeatedly throughout the survey. The client has the option to revisit any past questions and responses, as well as update any previous information provided to the attorney. The first step in the screening process should be collecting basic information like their name, phone number, email address, etc.

Create a Reliable Qualifications Process

First things first, you need to establish or improve upon a foolproof system for qualifying leads. Increasing conversions should be the overarching objective of the qualification process, which involves much more than simply seeking new instances.

Hire Bilingual Legal Intake Specialists

This is crucial in order to sign up as many customers as possible. If you don’t want to lose leads because of a language barrier, your legal intake process should accommodate potential clients who don’t speak English.

Whether you choose to engage an answering service, establish an in-house team, or do a combination of the two, having bilingual workers on hand will be essential for this purpose. You can’t possibly recruit linguists fluent in every language in the world, and you don’t have to. While English is the most widely spoken language in your area, the second most prevalent language spoken there is. Finally, make sure the caller may choose the language they want to speak in, so that their call can be sent to a bilingual expert.

Build Rapport

Due to the sensitive nature of their business, law firms and their solicitors must maintain tight relationships with their clients. They may need to disclose private information to their lawyers, such as the nature of the case. If you want to gain their trust, your initial interactions with them should be friendly, pleasant, and sincere.

Make Your Staff Empathetic

Almost every client who walks through your doors will be under stress and feeling a wide range of emotions if you focus on areas of law such as personal injury or divorce. Your intake specialist should be sympathetic given this information.

They should have the ability to empathize with the other person and realize that they are also going through a challenging time in their lives. Only by attentively hearing them out, treating them with dignity and respect, and assuring them repeatedly that they are in excellent hands will you ever hope to earn their trust.

Investing in the improvement or creation of a nearly ideal legal intake process for your law business can pay dividends in terms of both revenue and client satisfaction. You’ll soon have more pending cases than you can effectively manage.

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