Training for your new Intake Staff is here!
Your Intake Specialist is the most important person in your office. He or she controls the flow of business coming in and, to some extent, the bottom line. In this course, we have put together a tested and honed system for Intake Specialists so that someone can learn the ropes of the position.
Phone sales and customer service training is not a one time event. You must check in and manage and mentor your intake specialist. We recommend you have your intake specialists take this course at least every six months to pick up new tidbits and keep skills sharp. Whether you’re new or an experienced office staffer, this course will give you the training needed to answer phones, what to say, track callers, and how to deal with tricky situations.
Returning student? Select a lesson track below or log in
One Year Full Office Access
Intake Specialist Training
Introduction to Intake Specialist Terms
The Intake Specialist is the face of the firm and the voice of the firm. You are the person every potential client speaks with before ever stepping foot in the office. So your role is extremely important. This lesson introduces you to the common terms that you’ll be hearing throughout the course, that will be critical to your success in the law office.
Technology Tools in Intake
In this lesson, you’ll learn about which technology systems we use, how to use them and what they’re for. You may not use exactly the same things we use, but you’ll want to use the major pieces we talk about here in order to ensure your success.
Ethical Rules and Tips For Intake
Ethics are a key driver in a law office, and this lesson will teach you what you need to know to make sure you are following the rules and representing your law office correctly. We concentrate on the most important things which are to not give legal advice, to keep client information confidential, and to properly put all of the information you receive in your office systems.
Overcoming the no is as easy as knowing what to say and how to say it. Sure it won’t work all the time, but these phrases will help you improve your ability to schedule that consultation.