The One: Why You Need a Universal Intake Form in Your Law Firm

All new leads in a law firm should ultimately filter through a single, universal intake form.  This form will gather contact information, identify a case type and allow the lead to provide some basic information about her case.  That’s whether the lead is completing a form on your website, or providing this information to a staffperson of yours over the phone (who is filling out a form on her behalf), or whether a staffperson in your office is adding the information to the form from a direct email query.

There are a whole host of reasons why this strategy works well.  First, it is a form that gathers all the necessary initial information, without pestering the client for more extraneous detail.  Second, it gathers all the primary information, which can then be directly added to a customer relationship management software, and tagged appropriately.  Third, because you’re asking for a case type, you can automatically start the intake pipeline for that case type in your practice, via the automation tools you use for engaging leads. 

 

It turns out that most law firms overdo it with their initial intake procedures. 

 

A streamlined, simplified, consistent approach is best. 

 

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If you need help drilling down to a more targeted lead pipeline, just give us a call. 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, Vermont Bar Association members have access to experienced law practice management consultants at a special discounted rate.

To get started, visit Red Cave's Vermont Bar Association landing page, and start running your law practice like a business.