The Evolving Role of Intake: Why Your Team Needs to Shift from Fact-Finding to Sales

The role of intake is rapidly transforming from a simple fact-gathering function to a critical sales role. In today’s fast-paced digital world, it’s not enough for intake staff to merely collect information for later review by attorneys. They must now possess advanced sales skills, including emotional intelligence, empathy, and effective sales strategies.

Potential clients increasingly prioritize their overall experience with your firm, often placing more value on this experience than on legal expertise alone. Therefore, your intake team should be equipped not just to gather essential details, but also to engage and persuade effectively. This shift ensures that the first point of contact with clients builds strong relationships and sets a positive tone for their entire experience with your firm.

You could be losing thousands of dollars each day due to a subpar client experience. Is your intake team in need of training in emotional intelligence, case qualification, and effective sales strategies?

Find out how your team measures up with an Intake Experience Assessment.

                         Out of This Experience, You Will Receive:

• A Recorded Mystery Shop: Conducted personally by Brooke Birkey to assess your intake team's performance.
• In-Depth Analysis: A comprehensive evaluation of your intake experience, based on a detailed graded rubric.
• Actionable Insights: A follow-up conversation with Brooke to discuss practical steps for immediate improvements to your intake process.
• Training Recommendations: Customized suggestions to help you increase your conversion rate by 20% this year.

Click the button below to claim your free intake assessment and start enhancing your client experience today!.