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The Top 5 Screening Questions For Your Law Firm’s Intake

“Still giving free legal advice on every call?

You don’t have a pipeline—you’ve got a problem.

The Fix

Think like a dentist.

The hygienist preps you before the doctor walks in.

Your firm should work the same way.

Your intake team has to prep you properly, so you’re not wasting time with people who may not be a fit for your business needs.

You have to build a filter, so do this:

  • Train an intake specialist (not a lawyer) to:

  • Ask key questions

  • Gauge case fit

  • Screen out freebie seekers

If you need a better way of screening, ask every caller these questions:

  • What type of case is it?

  • Are they ready to hire?

  • Can they pay?

  • What’s their availability?

  • Do they understand what they need?

The result? More booked cases, less wasted time, no free consults.

Let your team filter leads.

Let your attorneys focus on the law.

That’s how you grow your firm.”

–  Hugo E. Gomez, Founder (Abogados NOW)

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