Optimizing your law firm’s intake systems can streamline efficiency and help increase your overall return on investment. Despite the overwhelming benefits of effectively training your staff and properly managing your intake process, many firms disregard this success strategy and continue to miss opportunities.
Every time your firm receives a submitted contact form, takes a phone call, greets a walk-in visit or manages a case from filing to finish, there is an opportunity to maximize efficiency or squander resources and waste time. Alleviate wondering which type of firm you are by analyzing management issues, addressing pitfalls and implementing training that works for your firm’s success, not against it.
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Precision Legal Marketing designs successful intake management and training systems based on your law firm’s particular client profile. Every law firm is
different. Therefore every law firm requires its own intake management and training systems. By identifying your client profile, recognizing their subjective needs and providing the solutions they need, you can shift your process from sign-on to focusing on relationship building.
Training your staff to optimize the intake management induces an increase in retention rates and client satisfaction. The primary goal of Precision Legal Marketing’s systems is to maximize the amount of time attorneys and staff are able to devote to effective case management and nurturing client relationships, by minimizing the superfluous time the legal team is required to exert on tasks that can easily be streamlined or automated.
There is no denying that personal involvement and client contact with the attorney and legal staff is imperative. However, law firms must also train its staff to maintain a healthy balance between case management and waste. Automated messages and processes at critical junctures can be disseminated on a personal yet efficient level. Precision Legal Marketing will pinpoint crucial points of contact based on your law firm’s practice to deliver automation techniques, templates and frameworks that suit your needs.