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Tag Archives: law firm client intake

Winning Small Law Clients: Tips from a Shoe Salesperson

Want to Win More Clients Watch a Shoe Salesperson, Says Survey

Law firms can learn a thing or two about client service by emulating a Nordstrom shoe salesperson, says a new ABA Benchmark Client Intake Study. The survey, which aims to get a real sense for what prospective clients experience when trying to engage with a law firm, concludes law firms are missing the client service mark in a big way. ... Read More »

Building Client-Value Processes Into Law Firm Client Intake

Building Client-Value Processes Into Law Firm Client Intake

Every buttoned-up law firm builds protective measures into client intake. Whether it’s conflict searches, sending out engagement letters for signatures, setting up matters in practice or financial management software or any of the day-to-day tasks that play a key role in establishing proper records and conducting due diligence, all are considered standard processes for shielding the firm, and the client, ... Read More »

Tech Consultant Craig Bayer on Client Value Metrics

Tech Consultant Craig Bayer on Addressing Client Value Metrics

Most people associate a statement of work with a bill, but that doesn’t have to be the case, according to Craig Bayer, a technology consultant with Optiable and speaker at the ABA TECHSHOW. A statement of work, without the fees can simply be a gentle, if not reassuring, reminder to a client that the law firm is thinking about their ... Read More »

Best Practices for Effective Law Firm Client Intake

Best Practices for Effective Law Firm Client Intake

Note: This post was penned by Christopher Anderson and originally published in Legal Management Magazine in June 2103. The number of business leads were increasing every month, yet the number of cases the firm took on were declining says Luke Marchie of a firm with which he’s previously worked. The problem, according to the marketing director who is currently with Young, Klein & ... Read More »