Bring It In: Law Firms Continue to Key In On Intake Personnel

Since the COVID pandemic struck, and law firms were forced to immediately reenvision their intake processes as digital programs – attorneys have been more focused on the ‘client journey’ than ever before.  That’s, of course, taken on many forms, with law firms adopting click-to-call and chat on websites, onboarding CRM softwares, and adding esignature and epayment functionality to workflows.  And, that’s all great, because all of those items on that tick list allow attorneys to more effectively convert clients. 



Now, while the intake process for a law firm can be totally digital, many attorneys still prefer to utilize staff to manage, at least parts of, the intake process.  Oftentimes, law firms will push that duty onto existing staff.  Sometimes, attorneys are picking up the phone, to talk to potential clients.  Or, a paralegal is scheduling appointments for new leads.  Or, maybe intake is just part of an administrator’s set of duties.  However, none of those folks could be described as ‘intake experts’; and, the fact that all of those staffpersons listed would have split duties, means that none of them can focus on intake, as an exclusive job role.  Now, certainly, an employee who can focus on a single role, is most often better at that role than someone who tries to become a jack- or jill-of-all-trades. 

 

So, perhaps not surprisingly, law firms are now looking to hire employees who work solely on intake.  This could be an ‘intake specialist’, or an ‘intake manager’, or an ‘intake coordinator’.  Whatever you call this person, the job is to focus entirely on managing intake. And, this is no longer just a ‘big firm’ job – lots of small firms are also recognizing the value of such a role, and are beginning to hire for these positions, so that leads no longer go to waste.  And, this is part of a larger trend of law firms hiring non-attorneys for defined positions. 

 

. . . 

 

If you want to talk over your hiring process, including bringing in more non-lawyers, give us a call! 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, National Creditors' Bar Association members have access to experienced law practice management consultants at a special discount rate.

To get started, visit Red Cave's NCBA landing page, and start running your law practice like a business.

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