Treating Intake as a Sales Process

30 Jan, 2023 Tips & Help

Treating intake as a sales process is an essential part of running a successful law firm. The process involves identifying potential clients, building relationships with them, and ultimately leading them to become paying customers who are satisfied with the services provided. It’s not just about selling legal services; it’s about making sure that each client feels heard and valued during their experience with your office.

Identify and Foster Intake Relationships

The first step in treating intake as a sales process is to determine who your ideal customer is. Consider demographics, such as age or profession, but also think about interests or values that you believe should be reflected in your practice. Once you have identified this target audience, start building relationships by engaging on social media or attending networking events focused on those people. You can also host seminars where potential clients can learn more about the types of cases that you handle and how they could benefit from working with a lawyer who specializes in those areas of law.

Once these relationships are established, it’s important to make sure that everyone involved understands what services will be provided after becoming your client. This means discussing fees upfront so there are no surprises later down the line and providing clear communication throughout the entire process—from initial contact through the resolution of the case. Additionally, ensure that every person involved has access to reliable legal advice—from answering simple questions over email or phone calls to offering face-to-face consultations for more complex matters when needed.

Following Up is Key

Finally, don’t forget to follow up! After someone leaves your office from an initial meeting or consultation appointment, take some time out of your day to send them an email thanking them for taking time out for their visit and asking if they have any additional questions before moving forward with representation. This shows appreciation for their business while also opening up lines of communication between both parties going into future interactions—which could eventually lead towards becoming long-term paying clients and referral business!

If done correctly, treating intake as a sales process can help build trust with potential new clients right from their first interaction with your firm. It can ultimately work to increase the profitability of your business. So don’t forget: identify target audiences; build relationships; discuss fees upfront; provide clear communication; offer reliable advice; follow up after meetings/consultations–and watch how quickly success can follow!