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Dial M for Mystery Shopper – Sponsored by CallRail

Lunch Hour Legal Marketing

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Optimizing Legal Intake Processes

This chapter analyzes a secret shopping exercise at a law firm, focusing on the phone intake experience and the overall efficiency of gathering client information. It emphasizes the importance of quick responses and compassion in initial interactions, while also discussing the benefits of online payment systems and call analytics for law firm marketing. Key insights from Clio's Legal Trends Report are highlighted, underscoring the need for law firms to optimize their processes for better client engagement and lead conversion.

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