S6:E27: Executing on Intake with Tim Smith & Tony Chapman

In this episode of The Law Firm Blueprint, hosts Jay Ruane and Seth Price are joined by Tim Smith, attorney at the Mike Morse Law Firm, and Tony Chapman, fellow attorney and intake star. The group dives into the art and science of intake processes. From identifying the right traits for hiring intake personnel, to balancing empathy and sales skills, this episode is packed with actionable insights for law firms aiming to improve client engagement and conversions. Tim and Tony share their top five traits to look for in intake hires and their approach to scaling intake. They also discuss how to maintain quality control with remote intake staff and the role of AI in call analysis. Whether you're just starting to build your intake team or looking to enhance your existing processes, this episode is full of valuable takeaways. You'll also hear about the critical role of data in optimizing intake performance, using technology to keep clients on the phone during the signature process, and how to handle the emotional challenges intake staff face. Don't forget to like and subscribe for more episodes of The Law Firm Blueprint!

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