Bridging The Client Intake Gap

This guide will show you how technology can streamline client intake, now and into the future.

Do you consider yourself a sales professional? Most lawyers don’t, but professional services are bought and sold, just like products in any other industry. A law practice is still a business, after all, and your long-term success will depend on how well you can attract clients and sell your services to them.

Unfortunately, many law firms struggle to properly track and follow up with potential clients. In fact, according to an ABA Benchmark Study, 42 percent of law firms take three or more days to reply to a voicemail or web-generated inquiry from a prospective client.

Customer relationship management (CRM) systems can create a more structured process for client intake, helping you avoid losing business, administrative errors, and negative reviews from dissatisfied clients.

Client intake is really about how you sell your legal services, and streamlining your process will help you bring in more business, faster. In this guide, you’ll learn how to:

  • Avoid losing prospective clients;
  • Increase client satisfaction; and
  • Automate tasks to save time.

This guide will show you how technology can streamline client intake, now and into the future. Sign up to receive the free guide.