Law Firm Client Intake
Manage episode 374327065 series 3443367
In the latest episode of Wildly Successful Law Firm podcast, Nermin Jasani discusses why intake forms are one of the most important forms in a law practice. Here are 3 key takeaways to help you optimize your intake process:
- Intake forms are crucial for capturing data and insights - they allow you to track the effectiveness of your marketing strategies and help you determine which types of clients you should follow up with.
- Every law firm needs an intake form in place. Sadly, many lawyers still rely on non-data-rich forms like Microsoft Word documents or PDFs.
- Nermin Jasani offers intake forms for various types of attorneys - immigration, personal injury, business, family, and trademark law. The intake forms are built using the airtable platform, and they provide essential information that can be used to optimize marketing and client acquisition.
Check out Nermin's podcast and the "$20 and 20 minutes" section on her website to access the intake forms. If you have any questions or suggestions, she is open to hearing from you!
📌 Pinned Resources 📌
Want hidden gems 💎? Join the newsletter: https://ws-lawyers.com/newsletter/
Strategize your success for 365 days 🏆 - Exclusive planner for law leaders - https://a.co/d/gp7LvNT
🛟Lifesavers for your law firm: Visit the shop
🤯Tired of those admin tasks? Automate your law firm
💰Not seeing enough money in your law firm? Show me the money
🍼Feeling like a babysitter and not a law firm owner? Team SOS
https://ws-lawyers.com/intake-business/
https://ws-lawyers.com/client-intake-immigration-law-firm/
https://ws-lawyers.com/personal-injury-intake-form-new-client/
https://ws-lawyers.com/client-intake-form-family-law-practice/
115 episodes