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Intake For Law Firms

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Welcome to the Modern Law Practice course on intake for Law Firms

 

In this video course, you’ll learn how to optimize your intake system, decide whether you want an internal or external intake team and exactly how to evaluate their performance. You will get sample scripts, job descriptions, and mock recordings you can use to train your team. If your law firm has a steady supply of leads and you are not getting enough clients, or you are getting the wrong clients.

This course, and all our courses on intake, will change your firm and change your bottom line.

Each video lesson is packed with material to help you bring in more clients through intake, develop the tracking system to keep your numbers on target, how to hack your consultations to bring in the clients YOU want, and how to adjust your numbers with a course correction.

       Lessons include the following sections:

      How to use this course

       

      1. Introduction
      2. The lifecycle of a client journey
      3. What’s a Marketing Funnel

       

      Intake

      1. Should YOU be handling Intake?
      2. What is a lead?
      3. Why your admin can’t do intake
      4. What is the relationship between Admin and Intake
      5. How to hire an intake person
      6. How to train an intake person
      7. Leveraging Role Play
      8. Outsourced intake team
      9. Avoiding isolation in your intake team

          Final Thoughts

          1. What to do if you need more help

           

           

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          Your Instructors

          Billie Tarascio

          Billie Tarascio

          Attorney and Instructor

          Owner of Modern Law, Billie has been teaching attorneys around the country how to increase their revenues through systems and technology. She helps attorneys avoid the fears and traps commonly associated with the feeling of "sales" when working to bring new clients on board.

          Chad Burton

          Chad Burton

          Attorney and Instructor

          Chad Burton has been bringing his technology and systems expertise to attorneys since 2013, after running his own law firm in Ohio. He has successfully helped firms around the country set up the online and offline tools they need to keep track of data, and to use that data to grow their client base - and bottom line. 

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          Course Information

          2021 Update

          Intake Course Update 2021
          Training Your Intake Team (PI Version)
          Screening for PI Attorneys
          Hiring Your Intake Team
          Signing the Client Virtually
          What’s Happening On The Call?
          Mastering the Process

          How to Use This Course

          Introduction 

          The course will cover all things intake, consultations and related technology. Learn about your instructors and how best to use the course materials.
          The Life Cycle of the Clients Journey

          The client’s journey includes a series of questions and decisions they must make before they hire a lawyer. How can you help the client remove barriers to hiring.
          The Marketing Funnel

          The marketing funnel for potential clients begins with those who need a lawyer, those who contact the firm, those come in for a consultation, and ultimately, hire.

          Intake

          Should You Be Handling Intake?

          Your biggest priority is getting clients if you’re a solo practitioner or new to the business. But if you have all the work you can handle, it’s time to start talking about getting an intake person.
          What is a lead?

          A lead is anyone who contacts your law firm who has a problem within your area of practice and in your jurisdiction. Doesn’t matter if they can afford it.
          Why your admin can’t do intake

          A common mistake that law firms make is to have an admin assistant process intake, along with many other tasks, including drafting documents, helping clients, talking with the court, etc. Intake is an entirely separate role that needs focus.

          What is the relationship between Admin and Intake

          This lesson explains the interplay between admins and intake, including effectively using virtual receptionists. Love your virtual receptionist? So do we!
          How to hire an intake person

          If you have decided you want to hire an intake person for your office, congratulations. Let’s break down what this job should be about. Remember, this is a full time sales position.
          How to Train An Intake Person

          Once you have your intake person, they need proper training. They need to understand their job, their role, and have the time, experience, and skills to perform
          Leveraging Role Play

          Role play is key to great training of your intake team. You’ll want them to listen to calls and practice all your lines and scenarios. Identifying patterns helps a ton!
          Outsourcing your intake team

          Modern Law Practice has created a dedicated outsourced intake team to tackle the challenges an internal intake team. You can take advantage of of our system and our team.

          Avoiding Isolation in your intake team

          It is critical to support your intake team. Regular meetings, access to data and celebration should be a regular part of your intake management.

          Final Thoughts

          What To Do If You Need More Help

          You’ve made it to the end! Now it’s time to apply the theoretical into practice. For more help, join us for a live workshop or email us today at info@modernlawpractice.com