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Maximizing Growth: Client Acquisition and Intake Systems for Law Firms
Introduction to Intake Process in Law Firms
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Understanding the Importance of the Intake Process (5:10)
Exploring the Key Components of an Effective Intake Process (5:10)
Identifying the Challenges in the Intake Process (5:06)
Best Practices for Streamlining the Intake Process (6:00)
The Law Firm Intake Process
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Initial Intake Meeting: Purpose, Structure and Essential Information (6:38)
Gathering Relevant Details and Client Information (5:24)
Assessing Potential Conflicts of Interest (4:43)
Setting Realistic Client Expectations
Measuring Success Metrics for the Intake Process
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