The Law Firm Blueprint

S6:E30: Inside Intake and The Business of Law

6 snips
Nov 14, 2024
Discover the transformation of the client intake process in law firms, highlighting the journey from a cell phone to a dedicated team. The hosts emphasize building a tailored intake structure to boost profitability and satisfaction. Dive into the competitive shift of law into a business landscape and the vital role of client interactions and technology. Explore the dynamics of legal professionals engaging online and the significance of community resource-sharing for aspiring lawyers. Gain insights into the unique challenges faced by legal entrepreneurs.
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ANECDOTE

Humble Beginnings

  • Seth Price initially handled client intake using just a cell phone, screening for viable cases and client finances.
  • He even took calls on weekends, recognizing the competitive advantage of 24/7 availability.
ADVICE

Prioritize and Delegate Intake

  • Delegate intake tasks as soon as possible, but keep intake separate from other administrative duties.
  • Dedicate a separate phone line and emphasize the importance of keeping that line open.
ANECDOTE

The Gift of Gab

  • Seth's first intake hire had excellent communication skills, leading clients to request him in court.
  • However, he also had a short-term memory issue, necessitating detailed note-taking.
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