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Do's & Don'ts of Legal Client Intake
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Back to blog postsDo's & Don'ts of Legal Client IntakeApril 22, 2021xx minute readThumbnail from Wistia.(Go to the published site to see)Watch full videoTable of contentsIf there’s one thing we can all agree on, it’s that attorneys are busy people.Yet, believe it or not, a vast majority of their tasks are administrative, sometimes even making it a challenge for them to prioritize practicing law over monotonous office work like getting back to potential clients.You heard that right — sometimes lawyers have so much going on that they hardly have time to be lawyers.Sounds pretty backward, right?Yet, for a law firm to succeed, it has to prioritize the tedious administrative tasks — like the client intake process. The client intake process is unquestionably the most important part of a law firm’s opportunity to uphold its reputation. First impressions count, so if a lawyer blows their intake process, they’ve already lost half the battle.Far too many law firms neglect their client intake...
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