Your intake team needs systems that allow them to move through the intake process easily and quickly, a process that empowers them to control callers, develop trust, build relationships, qualify callers, secure good case opportunities and maximize every inquiry.
Most law firms invest heavily in marketing and advertising to produce leads. Despite the significant amount of money being “thrown” at marketing to make the phones ring, countless money is being “left on the table” by NOT making a commensurate investment in your frontline staff who play a VITAL ROLE in converting those leads into cases. We know from experience the receptionists, intake specialist, call center agents and other frontline staff are the REAL heroes when it comes to client acquisition and retention – and many times their role is overlooked, underappreciated and under developed.
Our training and coaching programs give you and your team the skill set and on-going support to be successful whether they’re taking inbound calls, responding to internet leads or making outbound calls to prospects.
There are unintended consequences that go far beyond lost opportunity costs by failing to provide on going professional support, training, and accountability to your intake team. For example from our mystery calls, most attorneys are shocked to hear how their staff handle calls. Your staff, with the best intentions, may actually be serving as your “sales prevention” department. Complacency, poor performance, dissonance and ultimately turnover have a far reaching ripple effect on even the most successful firms.
At the Intake Academy™ we offer a variety of training workshops to dramatically improve your client acquisition.
Core intake practice areas we focus on include but are not limited to:
- Personal Injury
- Mass Tort
- Workers Comp
- Family Law (Divorce)
- Criminal (DUI & Traffic)
- Med Mal
Whether you’re a large law firm with multiple locations or a sole-practitioner we offer different training programs to fit the scope and size of your organization.
Private IN.T.A.K.E. Training™ & Coaching (Most Popular)
We come to you and provide complete done-for-you coaching, exclusively with your team.
Intake 2.0 Training™
Self-guided program and group coaching. Ideal for small to mid-sized firms. Combination of DIY and group support.
IN.T.A.K.E. Train-the-Trainer & Licensing
We certify your team to train & coach the IN.T.A.K.E. System on-demand. Ideal for multiple locations and broad scalability.
Other Available Programs
Attorney Exclusive IN.T.A.K.E Training™
A workshop designed exclusively for lawyers to be more effective at persuasion and communication.