Arming Your Ambassador of First Impressions

Remember the last time you called customer service? Then got sent to someone overseas? That was irritating. Well, the same applies to the intake administrator for your law firm. Whether you have a large operation or one person sitting at a desk, how you take you call-in leads—and turn them into profit—matters.

If you don’t have a strategy for how you handle random and strategic leads that come by phone, now is a great time to design a plan. For it’s often he or she who answers the questions best who gets the case.

First, consider whether or not your intake ambassador needs a script. For firms that have the luxury of employing someone who knows the business intimately and can conversationally qualify a client, this might not be necessary. For other practices, you might have found a warm and approachable intake expert that’s not quite up to speed on kinds of clients that would make a great fit.

Both scenarios require some oversight. A script or questionnaire can be a helpful aid for a person with the voice but not the knowledge. In this case, sit down to draft a conversational script that will carefully and quickly explain your firm while qualifying the caller—without closing the door too quickly. Sometimes that extra question or two can turn a borderline case into a real client.

Even if your intake person is well versed in how to answer a variety of questions from callers, it can’t hurt to review this process. You never know if you could be getting more business. Consider taping intake conversations or even physically listening in on a regular basis to make sure your ambassador is asking all the questions you would were you taking to a potential client.

Remember, you spend a lot of money pleading with people to call you. Don’t you think they deserve to have their expectations met when they finally do communicate with your firm? It’s your responsibility to connect the dots. After all, the person who makes your firm’s first impression can influence the decisions your clients make. Better hope they’re good ones.

Online Lead Generation For Your Law Firm

When you walk into a store, are you more encouraged to buy if someone greets you with a smile and a simple “let me know how I can help you”? You might not have even thought about it, but the answer is most likely yes. The truth is customer service and customer experience matters in every business interaction.

The same applies to law firms. If you operate your organization like a business—which you should—then the first contact you have with a potential client is critical. These days that initial communication doesn’t typically take place in an office. Instead, it starts on the Internet.

Since people start by shopping around the “mall” of lawyers on the Web, your website needs to make an impact and engage customers. It’s your storefront. Your greeter is your live chat feature. If you don’t have a chat feature, now’s the time to incorporate one into your website. We know that this communication tool can increase intake conversions up to 30%.

One smart way to approach live chat is to revisit the store model. Don’t think of online communication as an impersonal robot that’s automated to answer generic questions. Treat your online greeter as a human. Give her a name. Task her with asking pointed questions that will not only help pre-qualify a case, but make the person on the other end feel valued and confident in his or her decision to reach out in the first place.

However, a smiling greeter with a friendly message and ability to answers questions is not enough to acquire cases. The key to converting is what your firm does with each individual Internet lead. Remember, every online lead is a potential relationship . Here are a few tips to keep in mind:

  •     If your greeter is offline overnight, how fast do you get in touch the next morning?
  •     How do you capture enough information without going too far and scaring people off?
  •     How do you follow up once a lead qualifies—and where do you send customers who are not a fit for the firm?

These are just some of the questions worth answering when building a quality Internet intake strategy. Remember, even a 2% increase in conversions can have a huge impact on your bottom line!