How can I improve my law firm’s client intake?

Client intake is one of the most important functions within a law firm and it should leave your clients with a very positive reaction. Ways to improve your law firm’s existing procedures for successfully accomplishing this:

• Develop an intake system that is separate from your website
• Create a new-client checklist
• Automate your firm’s client agreements
• Use digitized standard form templates
• Keep track of new clients to efficiently identify their needs
• Use notes to improve your service
• Train all employees in its use
• Follow up after your clients have submitted an intake form
• Use e-Signatures

You also have the option to work with a legal marketing firm such as Atraxia Media. Our contact and screening center and our questionnaire and signing specialists work to ensure that your law firm can receive signed claimants.