{"id":23100,"date":"2020-05-28T11:33:47","date_gmt":"2020-05-28T11:33:47","guid":{"rendered":"https:\/\/www.process.st\/templates\/intake-process\/"},"modified":"2024-03-19T15:27:32","modified_gmt":"2024-03-19T15:27:32","slug":"intake-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/intake-process\/","title":{"rendered":"Intake Process Template (For Law Firms)"},"content":{"rendered":"\n
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Introduction to the Intake Process Template (For Law Firms):<\/h2>\n
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Those working in law firms<\/strong> have their work cut out for them.<\/p>\n

But when it takes 3 or more<\/a> days to respond to leads, 61%<\/a> of firms forgetting to ask the client's name during the initial conversation, and when 35%<\/a> of initial calls go unanswered, something's wrong<\/strong>. <\/p>\n

Luckily, the team at Process Street<\/a> created this Intake Process Template (For Law Firms)<\/a>.<\/p>\n

This process template helps law firms<\/strong> take in new clients the right way, and ensures<\/strong> quality doesn't slip<\/strong>. No unanswered inquiries. No forgetting important steps.<\/p>\n

Here's how it works.<\/p>\n

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. <\/p>\n

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<\/a>.<\/p>\n

If the client can be worked with \u2014 and is thus taken in \u2014 you'll gather important documents, devise a client strategy, and then follow the strategy that's been created.<\/p>\n

Simple.<\/p>\n

This checklist should be used<\/strong> by<\/strong> each practicing lawyer<\/strong> whose role requires them to bring in and work with clients. It should also be run each time a potential client inquires<\/strong> about working with your firm.<\/p>\n

The jury's out: Sign up<\/a> to Process Street's nifty BPM software<\/a> and start using this checklist template today!<\/p>\n <\/div>\n<\/section>\n

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Getting started:<\/h2>\n
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The tasks in this section require you to confirm your own basic details, and then reply to the potential client's inquiry with an intake form.

\n In terms of automation - and making life a lot simpler - set up a Zapier integration where a checklist from this template is automatically launched whenever a new lead comes in. <\/p>\n

The following tasks have Process Street's workflow automation<\/a> feature stop tasks<\/a> attached. This ensures order and that important steps aren't skipped over.

\n Learn more about stop tasks by watching the video below.<\/p>\n <\/div>\n

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