A Different Practice

30: 5 Ways to Improve Your Intake Process


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Are you losing potential clients during the intake process? Many attorneys overlook this critical step. In this episode, I’ll share five easy ways to transform your intake flow and start every new client relationship off on the right foot.


From providing helpful info upfront to streamlining your engagement agreement, optimizing intake sets your clients up for an amazing experience while also saving you time and headaches. Implement just one tip from this episode and you'll notice more qualified leads signing on with your firm.


Tune in to get the step-by-step on building rapport and trust from the first interaction. You'll also discover how to create consistency and follow through without having to lift a finger. Say goodbye to fumbled handoffs and drawn-out back and forth. A smooth intake process means more time practicing law, not chasing paper.


Press play to level up your intake game and stop leaks in your sales funnel. Your future clients are waiting to work with you - don't keep them hanging!


Listen now!


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A Different PracticeBy ADifferentPractice.com

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