I recently worked closely with one of our law firm clients to implement their online intake process. He is a great guy and we had a lot of fun working together. We had even more fun, though, when we launched his online intake process (CLIP®) and were blown away with the results!
Though every client intake is obviously kept confidential, I do continue to get an email notice every time someone completes the process. And what I really love is counting how many new clients he gets over the weekends and holidays.
So how many new clients came through his website and completed the online process last weekend?
Since the office closed on Friday afternoon until it opened again on Monday morning, NINE NEW CLIENTS visited his website, requested an initial consultation, and completed the entire intake process online.
How great it must feel to walk in on Monday morning and see nine new appointments logged while you (and your staff) were taking time off! And not only are these new clients scheduled, but a record has already been made in the CRM, the client questionnaire is complete and the data stored in his case manager. He knows exactly what type of client is coming in and their hot buttons ... which means he's well-prepared for that initial consultation to be a closing meeting.
A process like this makes for a great client experience: it meets client demands for convenience and immediacy and empowers them to start moving forward with their planning right away. It also meets the law firm's needs, saving valuable time and labor costs for the law firm, compressing the sales cycle and boosting profits.
Our CLIP® client intake process is fully integrated with your Essential Solution® marketing system, leveraging all of your online marketing efforts to convert new website visitors into new clients -- even when your office is closed!
Learn more in this quick video:
If nine new clients over one weekend sounds like something you want for your law firm, give James a call at 1-877-352-2021 and find out how to get started now.