Establish Follow-Up Protocols
Creating a streamlined process for you and your potential clients
While the past year has brought on many changes within the legal industry, the expectation for great client services has remained a constant. Whether you are a solo practice or have a whole team of intake specialists conducting follow ups, the communication you send out to potential clients is critical. It is a factor as to whether they will sign on, refer you to others, and remember you again if they need a lawyer in the future. In a primarily remote world, the standard of correspondence that you engage in with potential clients has heightened. Without in-person meetings, those calls, texts, and emails are even more important to establish relationships. To ensure your clients receive an experience you can be proud of, establish follow-up protocols for your firm to follow. How many touchpoints of each method will you use daily? What contact methods will you prioritize to follow up with leads? How long will you engage with a lead before closing it out? Answering these questions will solidify the standard…