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In today’s mega-competitive legal landscape, law firms risk losing important opportunities to land new cases if they do not have a speedy, disciplined, and effective process for responding to potential client inquiries.
If paid advertising plays a role in your client acquisition strategies, it’s even more important to ensure that your intake process is airtight. If you’re going to spend the money to acquire leads, you should meet that effort by handling those leads with kid glove efficiency. If you don’t, your competitors will be more than happy to scoop them away from you.
Do you have an airtight intake process?
What is Client Intake Optimization?
Client intake optimization is a process designed to capture and manage leads to maximize the likelihood that a lead will be upgraded to a signed client. Intake optimization combines the use of technology and automation with systematic procedures for handling leads that are adopted by the intake team. Having an efficient intake process is essential to your firm’s business development efforts and return on marketing dollars.
The benefits of our intake optimization service
- The integration of technology and a systemized approach for handling leads provides your team with a foundation for success. Inner Architect Media works with your firm to understand your intake needs and priorities. We use that knowledge to design a systematic process that fulfills your needs. From there we build a CRM integrated with your lead channels that supports the process.
- Your customer relationship management system (CRM) is automatically populated with incoming leads as they are submitted to your various lead channels. No time is lost entering data. No risk of losing costly leads.
- Valuable marketing data is captured to provide intelligence for strategic decisions. The marketing effort ROI measurement is no longer a guessing game. Signed clients can always be tracked to their source of origin.
- Systems for scoring lead quality provide a roadmap for developing a lead follow-up plan. The potential opportunity of each lead can be easily seen by anyone on your team with access to your CRM. This ensures that the highest quality leads get the attention they deserve.
- The intake optimization system can help drive more leads and revenue for your firm. Maintaining lead quality and lead status data in your CRM, and giving your marketing team access to it, enables data gathered after the lead was captured to be optimized for marketing efforts.
- Inner Architect Media trains and supports your intake team from beginning to end, and long after the service period has ended. If your needs change that requires technological adjustments, we’re there to support you.
Is your intake process securing new clients?
Get my success intake case studyComprehensive services
Following are the services we provide to help law firms generate new business:
Strategic consulting
Offering the expertise, strategies, and sustainable plan you never have the time, expertise, or human capital to launch and continually execute. Inner Architect Media has consulted with national law firms with multimillion dollar marketing budgets as well as small businesses with modest means.
Inner Architect Media earned our stripes with recognition as a Google Partner agency. We are Google certified in Search. And as a result, we have been listed in the prestigious Google Partners directory as one of only 2,953 Google Partners worldwide out of 442,878 global advertising agencies in 2023.
As a result of our experience and certification, we manage PPC marketing campaigns with budgets which range from modest to large $1,000,000+ yearly expenditures.
We have been producing content for clients for the past 15 years. Our content development services can provide a voice for your business to inform, showcase your expertise, and attract new prospects. We keep up with the latest Google algorithm changes and incorporate these continual updates into our work.
Inner Architect’s comprehensive search engine optimization (SEO) services are designed to solve your visibility problems. No gimmicks or black hat tactics. We only use industry best white hat practices to develop a plan best suited for your brand and your budget. Our focused commitment includes a hands-on approach where we spend the time to monitor and adjust based on relevant data. Your website performance can make a positive turn with the guidance of our SEO experts.
Elevate your law firm’s online presence with our tailored web design services. We understand the unique needs of legal practices, and our expert designers will craft a professional, user-friendly, and visually appealing website that showcases your firm’s expertise and enhances visitor engagement. With a focus on mobile responsiveness, SEO optimization, and a seamless user experience, our web design solutions will help you stand out in a competitive legal landscape, attract potential clients, and establish trust in your online brand. Upgrade your firm’s website and set the stage for digital success with our specialized web design services.
How our service works:
Our Intake optimization service is designed to provide your firm with confidence that your potential client data is protected and used in ways that will benefit your goals. Here’s how we typically get started with a new client.
Initial assessment: We schedule a meeting with key members of your intake team to discuss your ideal client attributes and the specific details which will help qualify them. We also gather information about any third-party phone, web form, or chat providers that your firm is using and what data fields they are capturing. We ask some questions about the current intake process. We then take the first steps in assessing your firm’s current process.
Recommendations for improvement: The initial assessment provides a foundation for identifying areas for improvement. We provide an outline of these areas and propose specific solutions customized to your firm’s needs.
Estimate of scope of work and costs: We are not able to offer standard pricing packages. Each project we do is custom because it is based on what specific components need to be added to improve the efficiency of the firm’s existing intake process. There is no one size fits all.
Design of systematic process: Upon receipt of approval of the cost estimate, we begin the custom design of an efficient intake process for your firm. This will include:
- How your incoming leads will flow into your CRM.
- Specific data fields needed for lead and marketing data capture.
- General procedural recommendations for managing the CRM.
- Modules needed to fulfill your firm’s reporting requirements.
- Process for exporting lead quality and status data for marketing intelligence.
Building the CRM: The architecture of your CRM will support the systematic process designed as described above.
Implementation and training: The implementation of the CRM will be done in the cloud. Your team will be trained by Inner Architect Media to fully navigate the CRM platform and your firm’s customized design process.
We guarantee that our intake optimization services will make a significant improvement in your firm’s ability to sign new clients and increase revenue. Take the next step and get started.