What is Intake?
Nobody calls a law firm because they’re having one of these.What is a good day?
What is a good day?
Anyone who contacts the firm seeking legal services starts here.
What is a lead?
Injury, Treatment, Time, and this fourth factor give us the essential picture of a potential case.
What is liability?
“What happened? Date of birth? Address? Insurance company? Policy number?” before building any rapport sounds like this undesirable style of intake.
What is an interrogation?
This is actually LOST when you allow a lead to end a qualified call without signing.
What is Momentum?
Intake should feel more like this than an interrogation or data-collection exercise. It is what we offer, after all.
What is a consultation?
A qualified lead the firm wanted but failed to sign should be categorized this way.
What is lost?
ER care, surgery, fractures, hospitalization, and ongoing orthopedic treatment give you important information about this Corner.
What is injury?
Calmly directing the conversation, explaining what happens next, and making a recommendation demonstrate this intake quality.
What is leadership?
Peak emotionality is when the lead typically does this, and we want to take advantage of that!
What is make the call?
The three behaviors help an intake professional earn trust and move the caller forward.
What are empathy, authority, and leadership?
A person who never completes a screening despite a thorough follow-up effort should eventually be categorized this way—not as “lost.”
What is unresponsive?
“When did this happen?” matters because this Corner helps connect the incident, injury, and subsequent care.
What is time/timeline?
These three words, or the Three S's, summarize the intake team’s job once it engages a potential client.
What are screen, sell, and sign?
This is actually a motivator that helps humans make a decision.
What is emotionality?
A caller may think the purpose of the call is to get an appointment, but the firm ultimately wants this outcome when the case is a fit.
What is a signed client?
A lead who has actually been reached and fully screened belongs in this category.
What is engaged?
A caller has soreness but hasn’t seen anyone. Before automatically rejecting the case, you should determine this about treatment.
What is whether they are willing to seek treatment?
A caller was rear-ended two weeks ago, went to the ER, is treating with a chiropractor, has headaches and missed work, and the other driver was cited. Your initial decision should be this.
What is SIGN the client?
After you've made the caller feel better, this often fades as other priorities take center stage.
What is urgency.
According to Kerri, clicks are not these.
What are clients?
A screened lead who meets the firm’s criteria is this.
What is qualified?
A caller suffered a major fracture requiring surgery, but it isn’t yet clear who is legally responsible. The seriousness of the injury may justify doing this rather than immediately turning the caller away.
What is signing/catching the case so the firm can investigate liability?
I-EAT, the general path all calls should follow.
What is introduce, empathize, ask, tell?
If we really believe we can help the individual, we aren't being pushy. We are giving them this.
What is a gift.