Those working in law firms have their work cut out for them.
This process template helps law firms take in new clients the right way, and ensures quality doesn't slip. No unanswered inquiries. No forgetting important steps.
Here's how it works.
First off, you'll confirm your basic details and respond to the potential client's inquiry with an intake form. Once it's been filled out, you'll screen the client to see if it's possible to help and work with them.
Then, you'll set up and have a meeting with the potential client. After writing and uploading meeting notes, you'll then again assess whether you can help and work with the client after learning more details. This is done via an approval task.
If the client can be worked with — and is thus taken in — you'll gather important documents, devise a client strategy, and then follow the strategy that's been created.
This checklist should be used by each practicing lawyer whose role requires them to bring in and work with clients. It should also be run each time a potential client inquires about working with your firm.