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As a law firm, building an effective client intake process is essential for efficiently managing new clients and ensuring their needs are met. Here are a few ways your law firm can build a client intake process.

Client Experience

The client’s journey from lead to a contract can be broken down into several stages:

Initial Contact

The first stage of the client journey is the initial contact, where the client reaches out to the law firm through various channels such as phone, email, or an online form.

Lead Qualification

During this stage, the law firm will qualify the lead by gathering information about the client’s case and determining whether it is a good fit for the firm. This can be done through an intake form, a phone call, or an in-person consultation.


After the lead has been qualified, the next stage is consultation. During this stage, the law firm will provide the client with more information about its case and the services the firm offers, and the client will have the opportunity to ask questions and discuss his or her case in more detail.


After the consultation, the law firm will create a proposal for the client, outlining the services that will be provided and the cost of those services.


Once the proposal has been created, the law firm and the client will engage in negotiations to finalize the terms of the agreement. This will include discussing the scope of work, payment terms, and any other relevant details.

Contract Signing

Once the negotiations have been completed, the client will sign a contract with the law firm, agreeing to the terms outlined in the proposal.

Service Delivery

The final stage is service delivery, where the law firm will provide the services agreed upon in the contract to the client.

Throughout the client journey, it is important for the law firm to maintain good communication with the client. This will help to build trust and create a positive relationship between the firm and the client, which is essential for the client to become a long-term client.

Intake Process

Your intake form should be easy for clients to understand and fill out and should include all relevant information about the client and their case. This will help you to quickly and accurately assess the case and determine whether it is a good fit for your firm.

Automating your intake process can save time and reduce errors. This can be done by using online forms, client portals, and even chatbots that can help clients with frequently asked questions.

Make sure your staff is trained to handle the intake process, including how to fill out the forms, how to answer client questions, and how to follow up with clients. After a client has completed the intake form, make sure to follow up with them within 24 hours. This will help to build trust and ensure that the client feels heard and valued.

Seasonal Influx

Having more leads than staff can follow up with can be a common problem for law firms, but there are ways to prepare for this scenario and manage the influx of leads effectively.

The Swell system is built to prioritize leads based on their potential value to the firm and the urgency of their case. This will help your staff to focus on the most important leads and increase the chances of converting them into clients. Automating your lead management process can help to streamline the process and reduce the workload on your staff. This can be done by using software like HubSpot or Tidal that can automatically assign leads to the appropriate staff member and track the progress of each lead.

If the volume of leads is consistently high, you may need to hire additional staff to help manage the influx. This could include hiring paralegals, legal assistants, or intake specialists to help with the follow-up process. If you are unable to manage all the leads internally, you can consider outsourcing some of them to other law firms or legal service providers. You can use a call center service to handle the initial contact with leads and screen them based on your criteria, then pass along the qualified leads to your staff for follow-up. This will help to ensure that all leads are followed up in a timely manner.

Continuously evaluate and improve your intake process to ensure that it is efficient, accurate, and client-friendly. This can be done by gathering feedback from clients and staff and by regularly reviewing your process.

Are you looking to generate more leads for your law firm?

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Contact us today to schedule a consultation and learn how we can help you generate more leads and contract more clients. With our proven methods and experienced team, we will work with you to create a customized marketing plan that will help you to reach your target audience and increase your visibility in the marketplace.

See the results for yourself. Schedule a consultation and start generating more leads for your law firm with Swell.