{"id":7005,"date":"2023-03-01T17:27:37","date_gmt":"2023-03-01T17:27:37","guid":{"rendered":"https:\/\/thisisswell.com\/?p=7005"},"modified":"2023-03-01T17:27:37","modified_gmt":"2023-03-01T17:27:37","slug":"client-intake-best-practices","status":"publish","type":"post","link":"https:\/\/thisisswell.com\/client-intake-best-practices\/","title":{"rendered":"Client Intake Best Practices"},"content":{"rendered":"[vc_row type=”in_container” full_screen_row_position=”middle” column_margin=”default” column_direction=”default” column_direction_tablet=”default” column_direction_phone=”default” scene_position=”center” text_color=”dark” text_align=”left” row_border_radius=”none” row_border_radius_applies=”bg” overflow=”visible” overlay_strength=”0.3″ gradient_direction=”left_to_right” shape_divider_position=”bottom” bg_image_animation=”none”][vc_column column_padding=”no-extra-padding” column_padding_tablet=”inherit” column_padding_phone=”inherit” column_padding_position=”all” column_element_direction_desktop=”default” column_element_spacing=”default” desktop_text_alignment=”default” tablet_text_alignment=”default” phone_text_alignment=”default” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_backdrop_filter=”none” column_shadow=”none” column_border_radius=”none” column_link_target=”_self” column_position=”default” gradient_direction=”left_to_right” overlay_strength=”0.3″ width=”1\/1″ tablet_width_inherit=”default” animation_type=”default” bg_image_animation=”none” border_type=”simple” column_border_width=”none” column_border_style=”solid”][vc_column_text]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.<\/p>\n
The client’s journey<\/a> from lead to a contract can be broken down into several stages:<\/p>\n 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.<\/p>\n During this stage, the law firm will qualify the lead<\/a> 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.<\/p>\n 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.<\/p>\n 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.<\/p>\n 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.<\/p>\n Once the negotiations have been completed, the client will sign a contract with the law firm, agreeing to the terms outlined in the proposal.<\/p>\n The final stage is service delivery, where the law firm will provide the services agreed upon in the contract to the client.<\/p>\n 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.<\/p>\n 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.<\/p>\nInitial Contact<\/h3>\n
Lead Qualification<\/h3>\n
Consultation<\/h3>\n
Proposal<\/h3>\n
Negotiation<\/h3>\n
Contract Signing<\/h3>\n
Service Delivery<\/h3>\n
Intake Process<\/h2>\n