Knockdown, Drag Out: Law Firms Require Two Stages of Intake

It's clear that law firms need ed to think more granularly about their intake processes . The convenience economy was accelerated by the pandemi c, which means that any business intake process must now b e tight as a drum . Now , in thinking about your law firm’s intake process , understand that it comes in stages . The first stage is a basic qualification level = give us your contact information, tell us what your legal need is, let us know whether you live in our jurisdiction , etc. Of course, legal consumers want a speedy response, and transition to a next step (like scheduling an appointment), so they will only tolerate so many qualification questions – usually 7,10. But, that’s enough to get some basic answers, and to determine whether the potential client is a fit for the law firm. But, there’s often a second level of intake, that’s probably just as important; and, that’s when you need to collect data to effectuate the repres...