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 customized intakes specifically designed for law firms..
At Legal Conversion Center, 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.
We Offer Highly Customizable Legal Intake Services for Lawyers
At Legal Conversion Center, 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:
- Determine desired case types
- Develop personalized intake scripts
- Create user-friendly online intake forms
- Build protocols for attracting your target clients
These customizable 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.
Have a Question? Call Us Today!Why Are Legal Intake Forms Important?
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:
- 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.
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.
Custom Intake Services. Get a Quote!Building a Better Intake Form
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.
Contact Information
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:
- Full name
- Address
- Telephone number
- Email address
- Fax (if applicable)
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.
Consider the following case-related information:
- Party names
- Details of the legal issue (type of case, injury, location, etc.)
- Any case numbers
- Budget limitations
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.
Referral Information
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.
Retainer Agreements
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.
Legal Fees
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.
Follow-Up Appointments
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.
Need a Legal Assistant? Call Us Today!Intake Process of Law Firm Clients
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:
- 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 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. This streamlined approach is made possible through our contract acquisition services, ensuring convenience and efficiency in finalizing legal agreements.
- Follow up: If potential clients do not immediately sign, following up on those leads is part of the 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.
Legal Intake Call Center. Get a Quote!How We Can Help Your Law Firm Grow
At Legal Conversion Center, 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.
Streamlined Processes
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:
- Highly trained intake specialists who answer inquiries 24/7/365
- Case management integration
- Spanish support
- Contract acquisition
- Web response
Retain More 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!
Know Your Numbers
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.
Benefit from Our Custom Intake Service for Law Firms
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.
Need Legal Intake Services? Call Today.
