Sales Motion: Charging for Initial Consultations Is Easier Than Ever Before

If you’re charging for initial consultations, as many law firms do, and there are still multiple steps (including manual steps) involved in that process, you can potentially tighten things up, significantly.



At this point in time, there are a number of ways for your law firm to allow leads to schedule and pay for consultations, in one motion.  For one thing, case management softwares now often include CRM-style applications or features, making it more likely than ever before that you can allow your leads to schedule a consultation time via the scheduling program, and then make a payment via the proprietary payment system, that lots of law practice management softwares have developed.  Failing that, this may be done via integrations for scheduling, and payments + applied through the case management software’s existing workflow tool.  And, standalone CRM products are beginning to function in exactly the same way, while also featuring additional integrations to case management software.  Meanwhile, popular standalone scheduling tools, like Calendly and Acuity, are affiliated with payment providers, that can allow paid consults to be one-stop shopping for your leads – even if you don’t use a case management software, or a CRM. 

 

So, if you want to get paid for your consulting time (which you should), it’s easier than ever to capture that value. 

 

. . .

If you’re still figuring out your intake posture, let’s talk. 

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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