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Episode 239: Fix Your Intake

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Manage episode 395680525 series 2914144
Content provided by Molly McGrath. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Molly McGrath or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Molly dives deep into the intricacies of law firm intake systems, debunking common myths and confronting the inefficiencies rampant in the industry. She dissects show rates, conversion tracking, and the proper categorization of leads and clients, emphasizing that knowledge coupled with action is the true catalyst for power. The key to mastering intake isn't found in a fancy spreadsheet or dashboard; it's in the gritty details of each step and interaction.

Key Takeaways:

  • Intake systems and processes are frequently mismanaged in law firms, needing more action-oriented understanding.
  • True show rates involve clients showing up prepared and engaged, rather than a simple follow-up call.
  • It's crucial to track metrics by practice area and individual team member performance.
  • Intake doesn't stop at the first call; it extends to the moment the file closes after a client's matter is fully resolved.
  • Employees, empowered with the right knowledge and processes, can become instrumental in transforming law firm efficiency.

Quote for the Show: "Knowledge is power with action and execution." - Molly McGrath

Links

Ways to Tune In:

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 395680525 series 2914144
Content provided by Molly McGrath. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Molly McGrath or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Molly dives deep into the intricacies of law firm intake systems, debunking common myths and confronting the inefficiencies rampant in the industry. She dissects show rates, conversion tracking, and the proper categorization of leads and clients, emphasizing that knowledge coupled with action is the true catalyst for power. The key to mastering intake isn't found in a fancy spreadsheet or dashboard; it's in the gritty details of each step and interaction.

Key Takeaways:

  • Intake systems and processes are frequently mismanaged in law firms, needing more action-oriented understanding.
  • True show rates involve clients showing up prepared and engaged, rather than a simple follow-up call.
  • It's crucial to track metrics by practice area and individual team member performance.
  • Intake doesn't stop at the first call; it extends to the moment the file closes after a client's matter is fully resolved.
  • Employees, empowered with the right knowledge and processes, can become instrumental in transforming law firm efficiency.

Quote for the Show: "Knowledge is power with action and execution." - Molly McGrath

Links

Ways to Tune In:

  continue reading

100 episodes

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