WHAT IS THE CLIENT INTAKE PROCESS AT YOUR LAW FIRM? The Key To Increase Revenue In Your Law Firm

Описание: Intake is one of the most, if not the most, important aspect in your law firm. Because you can be an amazing lawyer, but if you're a solo and not bringing in any clients to help, then you're amazing lawyering skills aren't being put to good use.

In coaching my clients who are either planning to open a solo law firm, or who are looking to improve their solo law firm, we have to look at your intake process and streamline it so that we make it easy for clients to sign up.

Part of it is your internal systems and processes, part of it will be some tech (but don't worry! I'm not a techy person and even I can do this stuff!)

Helping you have the best law firm while living your best life

Want to learn how I run my law firm under 30 hours/week? Get your free guide here: https://www.darcellobo.com/workless

Need a free daily planner? I got you covered! https://www.darcellobo.com/dailyplanner


Learn more about my coaching services: www.dalcoaching.com

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Learn more about my law firm and my coaching practice at: www.dallawfirm.com

Come say hi!
IG:   / darcellobo  
LinkedIn:   / darcellobo  

Bio: As a coach and consultant for lawyers, my goal is to help them run successful law firms in a way that fits into how they want to live their lives. As a law firm owner since 2016, and a mom of two young children, I understand how easy it is for lawyers to prioritize their work, their clients, and their families, but put themselves on the backburner. I approach my coaching and consulting practice by looking at the attorney as a whole person, and bringing a sense of humanness to the legal profession. There’s a way for lawyers to have successful law firms, make money, but also have time for things that are important to them outside of work, including making time for ourselves.

Contact: For business inquiries only, please use this email: [email protected]

Business address:
19803 1st Avenue S., Ste 200
Normandy Park, WA 98148

Some of my fave tech tools to run my law firm:
My video on this very topic is here!    • TOP 10 TECH TOOLS EVERY SOLO LAW FIRM OWNE...  

Calendar: Google Calendar. Hands down. The best calendar system ever.

Calendaring System: Calendly

Project management: Asana. I love having everything in one place and my paralegal and I always have a snapshot of what needs to be done and when.

Virtual Receptionist: I use Smith AI. This is a great way to ensure your phones get answered while reducing distractions.

Billing software: I currently use MyCase (I’ve previously used Smokeball, Practice Panther, and Clio).

Website: I use Findlaw for my law firm, but starting out, I used Squarespace. They have amazing designs and it’s only like $120/year!

Cloud storage: Dropbox. Hands down. Pay for the business version.

PDFs: Pay for the Adobe Pro. Totally worth it.

Virtual phone number: Grasshopper. Such a life saver! I can use my personal number and through the Grasshopper app, I can call and text clients through my work’s virtual phone number.

Fax: Yes, people and companies still fax :) Metrofax has been great.


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I’m a licensed attorney, but I’m not your attorney. This channel is for informational and educational purposes only.