How to Make a Successful Law Firm Client Intake Process

A strong client intake process is key to running an efficient law firm. Here’s how to make a successful law firm client intake process.

A strong client intake process is vital to thriving in the legal field. Client intake is when a firm makes the first impression on a prospective client and allows them to attain the confidence to choose the right lawyer.

What is Client Intake?

Client intake is acquiring new clients and obtaining the personal information needed for the client’s legal case. The client intake process sets the foundation for fostering a positive relationship and building trust between the attorney and the client.

Client Intake Form

A client intake process begins when a client completes a client intake form.

Essential elements to include on a client intake form:

Basic contact information
Legal case information
Your client’s annual income
Your client’s budget
The client’s requirements and expectations

Steps to the Client Intake Process:

1. Capture a potential new client

You can attract clients to your firm through referrals, the internet, advertising, or various other channels.

2. Obtain the potential new client’s contact information

Making it accessible to clients to share their contact information with you is essential.

3. Pre-screen the client to ensure they are a perfect fit for your firm

Before scheduling a consultation, ensure the client and the legal assistance they need align with your firm.

4. Before taking on the new client, ensure there are no conflicts that can appear in the future

Conflicts that can appear before taking on a new client include having no real legal issues, the client’s budget will prohibit them from affording the legal services, etc.

5. Schedule an initial consultation

A consultation where you can gather information on the client’s legal case while leaving a good impression is the core of the client intake process.

6. Draft and sign a fee agreement where the attorney-client relationship is formalized

A fee agreement is where the client agrees to pay all legal fees included with your legal services.

6. Set expectations for communication, how to pay bills, and availability

For a strong client intake process, attorneys should make clients aware of what to expect, which ultimately will make it easier for the client and the attorney.

FAQs About How to Make a Successful Law Firm Client Intake Process

Can the client intake process be online?

Usually, the attorney conducts the client intake process in person. However, with increased access to many online platforms, such as Google Forms, attorneys no longer need to print, scan, and file all the forms included in the process.

Can the client intake process add value to the firm?

Yes, clients are the main factor that increases a firm’s value. Attorneys who provide an outstanding client intake process attract new clients and make sure they walk away with a great impression.

What if a client is unwilling to enclose financial information during the client intake process?

Ultimately, the lawyer decides whether or not to continue with the client. However, knowing whether a client can afford your legal fees is vital to prevent any conflicts in the future.

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