Elevate Intake: 12 steps for creating a seamless client consult [on demand webinar]

  • 8 February 2023
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Elevate Intake: 12 steps for creating a seamless client consult [on demand webinar]
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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

  1. 10 tips for better bonding and assessing your client's history
  2. Discuss what client wants (are their goals realistic?)
  3. Set reasonable expectations

Part 2: 12 Steps to Elevate Client Process 

  1. Standardize conflict check process
  2. Narrow your lead sources
  3. Provide client paperwork ahead to fill out online
  4. Beware of waiver of privilege
  5. Be clear about case costs 
  6. Give client a case roadmap and set expectations
  7. Have fee agreement already filled out
  8. Have the client initial the evergreen clause 
  9. Collect the consultation fee prior to the consult
  10. Seal the deal before starting the work 
  11. Trust your gut (it's okay to decline representation!)
  12. Follow up with PNCs that don't immediately retain you

Part 3: Fee Agreement Provisions

  1. 7 things to consider adding to your fee agreement
     

If your firm is struggling to manage client communications, virtual receptionist Smith.ai is elevating the client experience and integrates directly with Smokeball. Learn how your firm would never miss another call, decrease interruptions, and increase business.


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