My Practice Makes Millions
My Practice Makes Millions
Learn about the innovative options for addressing the client intake process for your law firm. Times have changed. The ability to rapidly deliver quality legal intake services can make all the difference in your law firm’s success.
To grow a law firm to its fullest potential, you can’t just advertise. You also need a means of retaining the leads that do reach out for services. Times have changed. Not long ago, legal intake involved an office administrator or assistant answering the phone and scheduling leads.
These days most leads are the result of an online search. Google is often the first thing people turn to find an “attorney near me.” And while some may still call on the phone, they probably didn’t just seek the law firm’s number from the yellow pages.
Clients read online reviews, search social media referrals and sometimes look to professional referral services. Everything about connecting with legal representation has changed in recent years, and your firm must be equipped to handle it.
When a client emails you, you aren’t afforded a couple of business days to respond back. Chances are that your firm isn’t the only firm they reached out to. Do you have a plan in place to retain that lead, so they don’t end up with you competitor simply because they responded first? When a client calls your phone, do you have a skilled professional available to answer that call before they move on to the next Google listing?
No matter what size your law firm is or what type of help you need, LT Global can help you through the client intake process.
Legal intake is the initial process that law firms use to learn about a potential client and to determine if they’re a good fit. It includes:
Often, lawyers hire expensive legal intake companies to do the job. In reality, a comprehensive legal intake software, a part-time, outsourced telework legal receptionist or proper training of your current staff can be more efficient at a lower cost.
Much of this work can be done virtually with legal intake software or a well-trained remote contractor from our hand-picked team of outsourced remote staffing. Thanks to growth in digital and virtual tools, you may be able to avoid the expense of contracting with law firm intake companies or hiring additional in-house employees by investing in legal intake software and an outsourced assistant.
We empower our clients with technology like MyCase, a revolutionary case management software package for lawyers that includes legal intake software. Form the first lead, MyCase begins saving you time by establishing the client’s basic data using client intake forms — which will be used later to populate invoices, forms and more.
With this cutting-edge legal intake software, we can help you tailor all intake questions at every stage of the process. The software comes with a user-friendly template builder, but through our MyCase consulting, we can help you get the ball rolling on integrating the software into your firm’s everyday use.
These forms are incredibly customizable. You can even create forms to screen the potential client’s case automatically.
Once the consultation is over and you’ve determined to take the lead on as a new client, it allows you to create agreements that the client can sign using eSignature! It can in turn, get right to work by generating an invoice to collect retainer fees or consultation fees automatically! It features a powerful virtual reception tool so that you never miss a new client.
You will save endless time by not manually collecting data and putting it into the system or paying an office assistant to do it. This reduces the chances of errors and speeds up the process.
A well-trained remote contractor from our hand-picked team of outsourced remote staff can also help you with your legal intake service needs. LT Global’s founder realized early that the outsourcing market could bring a much-needed workforce to our clients. We ensure all candidates are well-trained in lead conversion, customer service, and even legal intake services.
This option reduces both overhead costs to your firm and labor expenses. Our remote staff provide superior service at competitive rates.
If you’d prefer a more traditional staffing solution, we also offer professional matchmaking to weed out candidates that won’t fit your firm and help you select a professional that has undergone comprehensive training in supporting law firms before they ever connect with your firm. This allows us to make sure your candidate aligns with your objectives and workflows seamlessly so that they can integrate and contribute to firm productivity on day one.
Our services are personalized and comprehensive. So, while other law firm intake companies may seem like an easy solution, our comprehensive approach integrates permanently into your law firm.
An intake service for law firms is crucial to retaining leads and filtering out poor fits for your firm, but lawyers don’t need to rely on legal intake companies when remote staff and powerful software can easily do the job — even faster.
This is all part of a wider menu of services that we offer our law firm clients: business strategy, executive coaching, marketing consulting, and more. Contact us to learn how we can transform the way your law firm does business.
Scale faster, lead smarter—LT Global’s fractional C-suite services drive law firm growth, clarity, and results.
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