Improve Lead Capture, Screening & Intake: Quick-Hitting Growth Tactics for Small Firms

Is your firm's intake process in need of an overhaul? Do you have difficulty converting new potential clients into actual clients? A lack of responsiveness is cited as the number one reason for client complaints to the bar, so it is more important than ever to stay on top of matters and set a good model for communication early on.

In this program, we'll identify essential processes and tools that attorneys can implement to ensure quick response times to new potential clients, prevent good leads from falling through the cracks, and avoid clients who are likely to be a poor fit for your firm.

From discussing tools for automating lead capture and calendaring to reviewing examples of qualification questions and intake forms templates, in this session you'll get an in-depth look at how to best organize the intake process and convert more leads to new clients in a predictable, effective manner.

1. Review best practices for capturing leads and conducting new client intake, and how to develop an efficient, standardized process for your firm that generates the types of clients you truly want
2. Identify the best lead qualification and intake questions, effective formats for lead forms, and how to best communicate during the initial "vetting" phase
3. Discuss how to automate the lead-capture and client-intake processes using affordable software and services