I recently spoke with new clients who have a very successful, busy practice with multiple attorneys and an engaged, well-qualified support team.
Their biggest headache? Data handling, specifically having to handle the same client intake data over and over.
Here was their process, I wonder if yours may be similar:
- Client calls to request an appointment.
- The Director of First Impressions does a great job of screening, scheduling and collecting data. She has a terrific checklist and a paper form to collect essential data by hand.
- This form is scanned and emailed to the attorney in advance of their meeting.
- The data is then keyed into the appointment calendar, the contact manager, and the case manager.
- A New Client Packet is assembled, with nearly 20 pages of paper forms. All of this slips into a manila envelope, gets weighed for postage, and mailed out the next day.
- Two days later, the client receives the package (three days after their initial phone call) with instructions to complete and either fax, scan and email, or physically mail back to the office before their meeting.
- About half the time, clients arrive in the office with their completed paper work in hand. Other times, they return it by mail (and sometimes it arrives a few days after the meeting), sometimes they bring the blank, or only partially completed, forms back in with them.
- At any rate, the attorney seldom gets this information more than a few minutes prior to the meeting. So the first 30 minutes of the initial consultation is spent either reviewing the packet information with the client, or helping them complete the form.
- After the meeting, the hand-written forms are scanned and saved to the case manager, and client data is re-keyed into the document interview.
What if you automated this process, with digital data that never has to be re-keyed? What if clients could give you their essential data and tell you about their most pressing concerns, immediately, when they are most ready and interested?
What if your initial consultation were focused, not on their data, but on their needs? What if you walked into the conference room already knowing your client well enough to predict their budget, their decision-making style, and their best planning approach?
What if all of this data were already digitized, replicated and categorized across your data management systems, even pre-scheduling your follow-up marketing and client maintenance to run on auto pilot?
What might you accomplish with that extra time? How might you delight clients?
Here is what one of our clients did:
- In one month, more than 1,000 unique prospects visit his website.
- In one month, an average of 20 new clients complete his client intake process online.
- Over the past year, more than 200 new clients have completed his online intake process, start to finish.
He has a Break-Out Practice.
He grew from sole practitioner to a firm of four attorneys and a five-member support team. And he is not slowing down!
Learn how he did it – and how you can, too – when you attend The Summit 2017. On Day Two, we show you a client intake process that works, and why getting this right is the difference between success and failure.
In fact, here’s what he had to say about the process:
Wow! Wow! Wow! This looks fantastic. The ability to navigate to the different pages before completing each page is great. Clients can click through and see what they need to collect. The save feature is perfect. It works beautifully. Very professional and pleasing to the eye.
FULL SPEED AHEAD!
Ready to get YOUR Break-Out Practice?
Save $200 off your Early-Bird Registration before Sept. 15.
October 18-20 | Cheyenne Mountain Resort | Colorado Springs, CO
Register Online: https://www.thesummit2017.com/register.php