Probate Law And Estate Planning Firm Are Seeking Intake Coordinator With A Passion For Helping Clients!If You Are Interested In Applying For This Position, Please Read The Entire Job Posting And.

It cost over $100k and 18 months to build. Capture a potential new client. But when it takes 3 or more days to respond to leads, 61% of firms.

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Client intake is when a law firm gathers information about a potential client to assess whether the firm can represent them. It is our specialty and we have refined our process to an art. Intake training is the best investment you’ll make for your firm this year.

The Client Intake Process Is A Critical Part Of Running Your Law Firm.

Think of it as the crucial final stage of your. There’s a lot of great software to help automate and streamline your intake process. Legal intake — the process of converting contacts into clients — is one of the most important processes in your law firm.

Our Highly Trained Law Firm Intake Agents Know How To.

At legal conversion center, legal intake is what we do. Legal client intake form template for immigration law firms; It ensures that your intake specialist—the person interfacing directly with clients when they contact the firm—records all.

All Sessions At 2:00 Pm Est:

The primary responsibility of a legal intake specialist is to set up and manage the processes of onboarding new and prospective clients who are a good fit for your law firm. The purpose of this initial meeting is twofold: Think of the intake process as a waiter showing the menu to a dinner guest.