Watch the YouTube version of this episode HERE

Are you an attorney who is looking for tips on improving your client intake process? In this episode of the Maximum Lawyer Podcast, CEO Becca Eberhart chats with Vaidas and Steve from RizeUp Media. They discuss common pitfalls in client intake, such as delayed responses and inadequate engagement tools.

Vaidas and Steve share the top mistakes that law firms make during the client intake process. The biggest error is not picking up the phone when clients call. In today's world, no one leaves a message and during that period, most clients would have moved on to the next firm and possibly secured a lawyer. Adding a chat feature or after hours answering service are good features to include in the intake process to ensure people can always access your services.

Most clients are seeking urgent information and usually need support quickly. In urgent situations, client intake needs to be flawless. It is best to create a standard process for urgent matters to ensure someone can get important information and speak to a lawyer quickly. Make sure your staff know how to interact with clients who are in crisis and can convey information clearly.

Take a listen to learn more!

02:37 Tools for Effective Client Engagement

06:56 Impact of Local Service Ads

14:01 Hold Music Matters

20:11 Website Quality and Content

25:33 Controlling Online Narrative

33:04 Tracking Marketing Results

Tune in to today’s episode and checkout the full show notes here.

Connect with RizeUp Media:

Are You Losing Clients Due to Poor Client Intake Practices?