I built an intake team before anything else. When I was a solo attorney, I was doing everything. One of the first bottlenecks was finding enough time to take calls with incoming leads. If each call took, say, 10-15 minutes on average, and I got 10 contacts a day, that’s 2 hours per day spent towards inbound lead calls. And that’s before we talk about any follow up, research, onboarding, and, ya know, doing billable legal work! I decided to make my first hire an intake manager (rather than another attorney or paralegal). That person would build our intake team and get intake largely off of my plate. The intake manager also would build the rest of the intake team in the meantime. That would give us much more scalability (and it has!). Now we have capacity to crank up our marketing spend since we have people to field new leads. Once you have the power to pull in many leads, the first limitation is your ability to onboard them. And once you fix that onboarding process [i.e. intake], the next limitation is fulfillment [i.e. attorneys and legal staff]. You can guess where my main hiring focus is now!
Jack Duffley’s Post
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Seven months. It feels like just yesterday that Legal Intake Pros came to life. Looking back on this journey, I'm flooded with a whirlwind of emotions—gratitude, rewarding exhaustion, and a pinch of disbelief. The overwhelming support we've received has been nothing short of humbling. Every client, every referral, and every law firm's breakthrough fuels our fire and drives us to push harder, go further, and reach higher. Legal Intake Pros takes a done-for-you approach to help PI firms evaluate their internal practices, identify bottlenecks, and execute the solutions to leverage their marketing investments, intake teams, and client acquisition technology–to propel growth. As a leader, I'm committed to optimizing our internal systems, building a thriving culture, and removing myself as a bottleneck in my business, too. There's something truly special about where we stand today. We're growing alongside our clients and practicing what we preach hand in hand. Amidst the hustle and bustle of daily operations, there have been moments of pause—when I've taken a step back to acknowledge how far we've come and our profound impact. Witnessing our clients thrive, shatter records, and make a tangible difference in the lives of those they serve drives us forward. But this is only possible with our exceptional team. The team's unwavering dedication, work ethic, and trust have been the bedrock of our success, and I am endlessly grateful for that. There's no doubt we are a part of something bigger than ourselves. Recently, we've partnered with The People Vault to build a thriving team culture, develop our core values, and create our team roadmap. This past Friday, we participated in a virtual workshop to build our team's vision and core values. We're gearing up to add another Intake Performance Coach and expand our Lead Docket Optimizers team. If you or someone you know is passionate about law firm intake or Lead Docket/Filevine, check out the link in the comments. We're just getting started. Here's to the next seven months—and beyond. So help me God. 🙏🏽 --- I'm Yani Smith with Legal Intake Pros Click my name + follow + 🔔 𝗪𝗼𝗿𝗸 𝗪𝗶𝘁𝗵 𝗠𝗲 I help law firms maximize intake for growth. Click the link on my profile to learn more, or email me at yani@legalintakepros.com. #hiring #lawfirmgrowth #lawfirmintake #LegalIntakePros #lawfirmmarketing #intakeoptimization #personalinjury #lawfirm #attorney #lawfirm #marketing #legalintake #legalops #legalinnovation #legaltech #clientintake #Leaddocket #filevine
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🤔 "What are the best tips for declining a client after/during screening consult, especially if it's a paid consult?" Last week, I saw someone post this question in a FB group for attorneys and legal professionals. 📝 The solution contributors agreed upon most in this conversation was to tell the prospect: "After evaluation, we determined that our current caseload does not allow us the bandwidth to give your matter the attention it deserves." Many agreed "short and sweet" was the best approach. To me, this is akin to that old cliche breakup excuse, "It's not you; it's me." It's a little dismissive and disingenuous. 🤷♂️ I respect the opinions and experiences of those contributors. However, I didn't feel this was a very client-focused solution. It's not compassionate and it likely won't spark referrals. Even someone you have rejected can be a great referral source if you reject them with care. Below was my response. No one acknowledged it, but hopefully someone will attempt it. I think they will find it better received and it will probably feel better to the attorney or non-attorney salesperson to reject in this way. 🔍This was my advice: "If you can create a resource to send them home with, like an e-guide or checklist of things they should do going forward, that will help them feel like they got value - like they got a map of what to do next. That way, they didn't leave with nothing. Also, if you can't help but you know someone who might be able to, providing them with a referral would also show value. If there are resources online that could help them, providing links to those resources would also show value." I'm curious - how do you all out there tell a prospect you can't help them? PS - This is a throw back to 8 years ago when I was a young, 33 year old legal marketer at an annual conference that no longer exists :P #ClientCare #LegalMarketing #LawFirmMarketing #LawFirmManagement #
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Your target client is looking for someone to solve their legal problem. They're going to have to trust the person they end up hiring. So make use of follow-ups and ways to re-engage clients who don't buy on the first call. Follow up with them from time to time, ask questions, send them helpful materials. Don't just wait for them to reach back out - make the extra effort to reach out, stay in the loop, and keep being helpful. #lawyermarketing #lawyer #client #legalmarketing #lawfirmmarketing
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Why did a flexible talent and on-demand legal services marketplace launch Panel Management and RFP software products? It's a very common question. Our mission at Priori is to help in-house teams find the right lawyers for projects at the right price. Sometimes those are lawyers you don't yet know (flexible talent and law firm marketplace) and sometimes those are lawyers you already have relationships with (panel management and RFP). And sometimes you don't know what the right solution is yet. That's Priori's core value proposition -- we can be a single-source solution for all outside counsel decision-making and hiring.
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"Their real job is to help that prospect further down the path of hiring—not a lawyer, but hiring you." - Conrad Saam When you are not able to answer the phone, your answering service can book your prospect for an appointment with your firm. The faster the prospect is moved through the sales funnel, the greater the likelihood they are going to work with you. #legalmarketing #digitalmarketing
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🚀 Ready to boost your ROI? Check out our latest video on the benefits of hiring ACD Legal Support paralegals! From increased efficiency to cost savings, our expert paralegals are here to elevate your legal team. Curious about how they can make a difference for your firm? Watch the video and let us know: What’s the biggest challenge your legal team faces right now? Drop your thoughts in the comments! 💬 #LegalSupport #Paralegals #ROI #LegalTeam Visit us now to schedule your free consult https://hubs.ly/Q02QCVPy0
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