Attorney and Smokeball legal technology advisor Jordan Turk recently gave her insight on the client intake process, which you can watch here for free. (And be sure to register for Smokeball's upcoming free CLEs here.)
She focused on creating a client-focused process that’s seamless, comfortable and easy for the client to understand. Jordan also provided tips to ensure you're protected and are establishing the foundation for great client relationships.
Part 1: Potential Client
- 10 tips for better bonding and assessing your client's history
- Discuss what client wants (are their goals realistic?)
- Set reasonable expectations
Part 2: 12 Steps to Elevate Client Process
- Standardize conflict check process
- Narrow your lead sources
- Provide client paperwork ahead to fill out online
- Beware of waiver of privilege
- Be clear about case costs
- Give client a case roadmap and set expectations
- Have fee agreement already filled out
- Have the client initial the evergreen clause
- Collect the consultation fee prior to the consult
- Seal the deal before starting the work
- Trust your gut (it's okay to decline representation!)
- Follow up with PNCs that don't immediately retain you
Part 3: Fee Agreement Provisions
- 7 things to consider adding to your fee agreement
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