One of the keys to client satisfaction is that you begin your client’s amazing journey from your first touchpoint with them. A carefully-curated client intake process is a great place to start. You could automate your law firm client intake, of course, and you should do a deep dive into your customer journey mapping exercise. Train your staff, yourself, or your virtual receptionist to gather the data you need and put it in the right place for you to easily access it later. And remember that the bad clients you don’t take will be the best money you never made. You can learn more about law firm client intake on Lawyerist right here.
This page is coming soon in 2020.