Law Firm Intake Specialist By My Legal Academy-legal client intake automation tool

Example

The intake specialist starts the conversation by using the client’s name and showing interest in their situation, for instance, 'Hi [Name], how are you doing today? I understand this might be a difficult time for you.' They then set the agenda by explaining the purpose of the call and how they’ll diagnose the client’s legal needs, similar to how a doctor diagnoses a patient.

Scenario

This function is crucial when speaking to potential clients who have suffered an accident. The specialist makes the client feel heard and understood, increasing the chance of signing them up as a client.

Example

For personal injury cases, the intake script includes specific questions about the accident, such as 'Was the accident someone else’s fault?' or 'How serious were your injuries?' This helps determine if the case fits the firm's criteria and qualifies for representation.

Scenario

In a scenario where a client was involved in a car accident, the intake specialist asks targeted questions to ensure the client has a viable case and to rule out unqualified leads.

Example

Once a lead is qualified, the intake specialist clearly explains the next steps, including the signing of the retainer agreement. They may say, 'I’m going to send you our retainer agreement now, which allows us to represent you. We can’t start working until it’s signed.' This part of the process builds confidence and outlines any fee structure.

Scenario

For a potential client dealing with a lemon law issue, the intake specialist provides a clear explanation of how the law firm will handle the case, reinforcing that no upfront fees are required, and encourages them to sign the agreement to move forward.