Labor Day Monday at 9:42 p.m.
Saturday, Labor Day Weekend, at 6:06 a.m.
Friday, Labor Day Weekend at 10:57 p.m.
What do all of those dates and times have in common? Those are all dates and times when your law office was probably closed. No one answering the phone, no one greeting people at the door.
But they have a different common thread for our client, Frank. These are all dates and times when new prospects visited Frank’s website, requested a new client consultation, and submitted their confidential client questionnaire online.* This morning, when his staff arrived, they found each new client’s information already entered into the firm’s CRM, and a file copy ready to download and print. Frank also had email notifications letting him know that three new clients are ready for their initial consultations. Not only that, but he has the key information he needs for a meaningful consultation focused on meeting client needs, not data collection.
This is the power of the automated client intake process we developed and integrated with your E2 marketing CRM. Optional Zapier integration also can automate scheduling and even push information from your intake form into any one of more than 500 Zapier-supported apps (read more about Zapier automation at The Lawyerist.)
Don't Make Them Wait
It’s a fact of our new technology-driven world that your website visitors do not want to wait for a call-back after visiting your site. They are needs-driven to conduct an online search, and when they find the lawyer who meets their needs, they move quickly and on their own schedule. We find that nearly 85 percent of consultation requests and intake form submissions occur after regular office hours – when there is no one in your office to take or return a phone call.
What if this were your law firm?
What if you and your staff returned from a long weekend to find three new clients from your website? What if your staff were not burdened with assembling and mailing out intake forms that would take days to arrive? What if you could see those new clients this week and be fully prepared for a meaningful – even powerful – first meeting? What if you could see them quickly, while getting their planning done is still a high priority … instead of waiting two or three weeks and playing telephone-tag with someone whose busy life has already taken off in other directions?
What if more of your website visitors became new clients? Prospects who request a consultation and then go on to complete your intake process are highly likely to become new clients. They are already invested in the process and they chose to make that investment with you.
Learn the do’s and don’ts of automating your client intake process and see how the process works to save time, boost web-lead conversions, and better serve clients. On Day Two of The Summit you’ll hear from real people who use the program in real life, including one staff member who was initially skeptical but is now a raving fan. Discover how to avoid common mistakes that can offend and even turn prospects away, as well as the best practices that will delight both your new clients and your staff!
Depending on your state, this session may qualify for CLE.
Hurry to Register Now. Early registration discounts expire Sept. 15th and discounted lodging at Cheyenne Mountain Resort is filling up fast.
The Summit 2017
October 18-20 | Colorado Springs
Cheyenne Mountain Resort & Legacy Ranch
* Real data collected over the holiday weekend from an IMS client, not a dramatization.