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What if transforming your client intake process was the key to a stronger, more sustainable law firm? In this episode of Great Practice, Great Life, Steve sits down with Lori Pulvermacher to explore this often-overlooked but critical topic.
Lori explains why the client intake process is essential for long-term success—and how it’s frequently neglected. She and Steve discuss how implementing a consistent, documented system helps maintain high standards of service while reducing daily stress. Lori also shares practical tips to improve time management and create a healthier work environment for your entire team.
They dive into common mistakes law firms make with intake, including inconsistent pricing, excessive paperwork, and the absence of a dedicated intake team. Lori emphasizes the importance of setting clear expectations and knowing when to say no to the wrong clients—moves that ultimately improve client quality and overall firm performance.
The conversation also explores how visual tools and modern technology can streamline your intake process. You’ll learn how these strategies not only attract ideal clients but also reduce stress for your staff. Lori demonstrates how upgrading your intake system can boost client satisfaction and foster long-term loyalty.
Whether you handle intake yourself or lead a team, this episode offers valuable insights to strengthen your practice. Tune in to discover how refining your intake process can lead to a more profitable and fulfilling law firm.
In this episode, you will hear:
Follow and Review:
We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.
If there’s a topic you would like us to cover on an upcoming episode, please email us at [email protected].
Supporting Resources:
Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
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What if transforming your client intake process was the key to a stronger, more sustainable law firm? In this episode of Great Practice, Great Life, Steve sits down with Lori Pulvermacher to explore this often-overlooked but critical topic.
Lori explains why the client intake process is essential for long-term success—and how it’s frequently neglected. She and Steve discuss how implementing a consistent, documented system helps maintain high standards of service while reducing daily stress. Lori also shares practical tips to improve time management and create a healthier work environment for your entire team.
They dive into common mistakes law firms make with intake, including inconsistent pricing, excessive paperwork, and the absence of a dedicated intake team. Lori emphasizes the importance of setting clear expectations and knowing when to say no to the wrong clients—moves that ultimately improve client quality and overall firm performance.
The conversation also explores how visual tools and modern technology can streamline your intake process. You’ll learn how these strategies not only attract ideal clients but also reduce stress for your staff. Lori demonstrates how upgrading your intake system can boost client satisfaction and foster long-term loyalty.
Whether you handle intake yourself or lead a team, this episode offers valuable insights to strengthen your practice. Tune in to discover how refining your intake process can lead to a more profitable and fulfilling law firm.
In this episode, you will hear:
Follow and Review:
We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.
If there’s a topic you would like us to cover on an upcoming episode, please email us at [email protected].
Supporting Resources:
Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.
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