EPISODE · Oct 5, 2023 · 12 MIN
The Ultimate Intake Machine with Kelsey Bratcher
from Maximum Lawyer · host Tyson Mutrux
Are you looking for a way to automate your intake system? Do you use various tools within your firm? In this podcast episode, Kelsey Bratcher from Hired Gun Solutions shares a presentation on automation intake and the evolution of the process.The intake process began with a simple piece of paper. When someone called a firm, a receptionist or administrator would write their name and number down on a piece of paper. This would then get passed to the attorney. In the legal field today, there are many tools and softwares that are used to automate the intake process, making it more efficient and faster. The ideal intake system will get a client on board in one call, without having to bother with scheduling an appointment.You want a level of consistency in the intake process. The same questions should be asked, the same information collected and the handoff of information should be right after everything is collected. This will ensure every client is treated the same and nothing is left out for the attorneys. Kelsey emphasizes the need to have a centralized system. If a firm is tracking calls and messages, scheduling meetings and has a marketing channel, all of this needs to be in one place or within one software.Take a listen!1:05 Kelsey Bratcher shares the fundamentals of the ultimate intake system3:46 The need for consistency in how calls are handled6:38 Centralizing information in one place8:43 The importance of staying organized in the intake process9:36 Easy and real-time access to reports and metrics🎥 Watch the full video on YouTube here.Connect with Kelsey:Website Facebook Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
What this episode covers
Are you looking for a way to automate your intake system? Do you use various tools within your firm? In this podcast episode, Kelsey Bratcher from Hired Gun Solutions shares a presentation on automation intake and the evolution of the process.The intake process began with a simple piece of paper. When someone called a firm, a receptionist or administrator would write their name and number down on a piece of paper. This would then get passed to the attorney. In the legal field today, there are many tools and softwares that are used to automate the intake process, making it more efficient and faster. The ideal intake system will get a client on board in one call, without having to bother with scheduling an appointment.You want a level of consistency in the intake process. The same questions should be asked, the same information collected and the handoff of information should be right after everything is collected. This will ensure every client is treated the same and nothing is left out for the attorneys. Kelsey emphasizes the need to have a centralized system. If a firm is tracking calls and messages, scheduling meetings and has a marketing channel, all of this needs to be in one place or within one software.Take a listen!1:05 Kelsey Bratcher shares the fundamentals of the ultimate intake system3:46 The need for consistency in how calls are handled6:38 Centralizing information in one place8:43 The importance of staying organized in the intake process9:36 Easy and real-time access to reports and metrics🎥 Watch the full video on YouTube here.Connect with Kelsey:Website Facebook Resources:Join the Guild MembershipSubscribe to the Maximum Lawyer Youtube ChannelFollow us on InstagramJoin the Facebook GroupFollow the Facebook PageFollow us on LinkedIn
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The Ultimate Intake Machine with Kelsey Bratcher
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