16: Intake Best Practices in a Criminal Defense Firm

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 🔄.