• 16: Intake Best Practices in a Criminal Defense Firm

  • Aug 30 2024
  • Length: 1 hr and 29 mins
  • Podcast

16: Intake Best Practices in a Criminal Defense Firm

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  • Summary

  • Join us as we dive into the best practices for client intake in a criminal defense firm, featuring insights and strategies from Jay Ruane. Learn how to navigate payment platforms 💳, handle client communications 📞, and ensure timely responses ⏰ to maximize your firm's efficiency and client satisfaction 💼.


    This session features discussions about:

    - Managing different payment platforms 💵 and avoiding delayed payment notifications 🚫.

    - Strategies for charging upfront consultation fees 💰 and handling clients with existing lawyers ⚖️.

    - Importance of live phone answering ☎️ and immediate follow-ups 📧.

    - Utilizing AI and modern technologies 🤖 for client engagement and brand building 📈.

    - Communicating with non-retained clients for potential future business opportunities 🔄.
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