Blog: Business Education

Client intake is a critical part of operating a successful law firm. It’s also time-consuming and takes you and your staff away from serving other clients (billable hours). Of course, you can’t skip intake –– you’d never get new clients. You can outsource the process, however.

Online retail (e-commerce) has exploded in recent years. It’s one of the fastest-growing segments of the economy, and businesses within this space range from global giants like Amazon and Walmart to digital mom-and-pop shops that specialize in niche products. Despite that diversity, all online retailers should have 24/7 chat and call answering services available for customer support. But why does it matter so much? We’ll explore the most important reasons in this post.

New clients are the lifeblood of any legal practice. Without a steady stream of people to represent, attorneys can’t bill hours. Without billable hours, the practice doesn’t make a profit, and bills aren’t paid. Of course, finding new clients involves a complex combination of marketing, client outreach, and then handling the influx of interest.

Your law office never gets a second chance to make a first impression. That means it’s essential to put your best foot forward with every new client call. Of course, that’s challenging to do when law offices are busier than ever. Outsourcing your needs is a viable solution, but you have a decision to make: should you choose a legal intake professional or hire a legal answering service?

Often, “lead generation” and the practice of law seem unrelated. Isn’t generating leads something that salespeople need to worry about? Why should a lawyer be concerned?

Law firms are busier than ever. They’re also trying to make do with fewer employees to maximize their budgets and reduce overhead. However, that should never come at the expense of client communication, client intake, or lead qualification.

Artificial intelligence (AI) is everywhere these days. It powers your Amazon search, helps you find the fastest way to work in the mornings, and helps you make shopping lists without having to use pen and paper. AI is also making inroads into the area of business services, including virtual receptionists. That’s a good thing because this technology can dramatically transform your workday. Here’s a look at a few of the ways it’s doing that.

Americans received 33 million robocalls a day in 2023. While many of those went to homes and personal cell phones, a significant number went to businesses. Those calls are more than a mere annoyance. They cost your team time, reduce productivity, and come with a financial cost. Thankfully, business owners and decision-makers are not powerless in the face of robocalls. With the help of virtual receptionists, you can reclaim your team’s time, attention, and productivity while protecting your business from security breaches.

The client intake process is crucial. This is where you establish your expertise, create the client’s first impression of your firm, and begin to build the trust required to carry the relationship forward. It’s also where you begin transforming a lead into a paying client. The problem is that inefficiencies in your intake process can cost you time and money while eroding trust. In this post, we’ll cover five best practices your firm must employ to improve the efficiency of your client intake process and build a thriving legal practice.