In March, Joe Giovannoli, founder and CEO of 9Sail, discussed law firm intake best practices with 9Sail partner and COO, Bryan Pattman. Read on to hear some of their thoughts on the critical importance of the intake process in law firms.

Key Takeaways

• Having an intake process is critical for conversion rates and client experience. Firms should audit and optimize their intake process to improve efficiency and client satisfaction.
• Using call tracking and recording tools can provide valuable data to analyze and improve the intake process, including identifying areas for improvement.
• Establishing a consistent one-firm, one-experience approach to intake is important to ensure a seamless client experience across the organization.
• Collaborating across departments (marketing, finance, operations) to tie intake data to financial and marketing performance is crucial to measure the impact of intake process improvements.