EPISODE · Mar 20, 2025 · 34 MIN
Are You Losing Clients Due to Poor Client Intake Practices?
from Maximum Lawyer · host Tyson Mutrux
Watch the YouTube version of this episode HEREAre you an attorney who is looking for tips on improving your client intake process? In this episode of the Maximum Lawyer Podcast, CEO Becca Eberhart chats with Vaidas and Steve from RizeUp Media. They discuss common pitfalls in client intake, such as delayed responses and inadequate engagement tools. Vaidas and Steve share the top mistakes that law firms make during the client intake process. The biggest error is not picking up the phone when clients call. In today's world, no one leaves a message and during that period, most clients would have moved on to the next firm and possibly secured a lawyer. Adding a chat feature or after hours answering service are good features to include in the intake process to ensure people can always access your services.Most clients are seeking urgent information and usually need support quickly. In urgent situations, client intake needs to be flawless. It is best to create a standard process for urgent matters to ensure someone can get important information and speak to a lawyer quickly. Make sure your staff know how to interact with clients who are in crisis and can convey information clearly.Take a listen to learn more!02:37 Tools for Effective Client Engagement06:56 Impact of Local Service Ads 14:01 Hold Music Matters20:11 Website Quality and Content25:33 Controlling Online Narrative33:04 Tracking Marketing ResultsTune in to today’s episode and checkout the full show notes here. Connect with RizeUp Media:Website Instagram Facebook LinkedinX
What this episode covers
Watch the YouTube version of this episode HEREAre you an attorney who is looking for tips on improving your client intake process? In this episode of the Maximum Lawyer Podcast, CEO Becca Eberhart chats with Vaidas and Steve from RizeUp Media. They discuss common pitfalls in client intake, such as delayed responses and inadequate engagement tools. Vaidas and Steve share the top mistakes that law firms make during the client intake process. The biggest error is not picking up the phone when clients call. In today's world, no one leaves a message and during that period, most clients would have moved on to the next firm and possibly secured a lawyer. Adding a chat feature or after hours answering service are good features to include in the intake process to ensure people can always access your services.Most clients are seeking urgent information and usually need support quickly. In urgent situations, client intake needs to be flawless. It is best to create a standard process for urgent matters to ensure someone can get important information and speak to a lawyer quickly. Make sure your staff know how to interact with clients who are in crisis and can convey information clearly.Take a listen to learn more!02:37 Tools for Effective Client Engagement06:56 Impact of Local Service Ads 14:01 Hold Music Matters20:11 Website Quality and Content25:33 Controlling Online Narrative33:04 Tracking Marketing ResultsTune in to today’s episode and checkout the full show notes here. Connect with RizeUp Media:Website Instagram Facebook LinkedinX
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Are You Losing Clients Due to Poor Client Intake Practices?
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