Legal Client Intake Form Template Download

I would not, as a mediator and digital marketing professional, rely on a questionnaire. I’d schedule a complimentary 30 minute initial phone consultation to see if we’re a good fit for each other based on anticipated ROI needed to make it viable for them and if the lead person is available for discovery and can coordinate desired objectives clearly with senior staff beforehand. If we’re a good fit (as in we both want to knock one out of the park and objectives are realistic and achievable) then I’d want to schedule at least one or two discovery sessions to dig deep into firm structure, firm practice(s), ideal clients and demographics, perceived branding, staff information, and establish a marketing plan for going forward.That might sound like alot, but it’s really not for one or two in-depth discussions. It probably helps to know at least a little bit about legal practice types and what’s involved in legal proceedings (again, at least to a minor extent so you know about confidentiality needs and procedures they might want help with later on).

There are a number of ways and the best way for you will depend on who you are, your relationships and your practice areas.Referrals are the single best way to get clients. Repeat business is also a great way to get them. Some areas lend themselves more to these areas though, and of course, if you are just getting started, it is almost impossible.The first thing any new lawyer should do, if he has no connections, is join and get involved with various bar associations and committees. You want to get your name out there, form relationships and give people a chance to get to know you. This will, hopefully, lead to relationships through which you refer clients back and forth to your various areas and your appropriate level(s) of expertise. CLE speaking opportunities are excellent, but hard to get for new lawyers.Offering to give talks at various local organizations is also a great way to get your name out to the public. Church groups, local business organizations, relevant professional and social groups, and so on.Now, let's talk marketing. Offline marketing is not dead, but it is often not where you will find your ROI. These days, your best bang for the buck is online. In order to have a good online experience you need.1. A professional looking and ethically written website which is well-built for conversion.2. Solid content on that website which helps with organic SEO (search engine optimization)3. A Facebook page, assuming you are doing consumer areas of practice. Consumer areas = personal injury, family law and so on. I.e. your end user is a member of the public as opposed to business law.4. Now you advertise on Facebook and with Google AdWords to push traffic to your website. You make sure to write and point those advertisements such that you get the best return on your investment. Which, of course, is the trick. You can hire someone or you can experiment until you figure it out.5. You can consider using Avvo and answering questions there as well. But I find that to have mixed results, depending on your practice area. Avvo recently started a service where someone can hire you for a 15-minute consultation at a low cost. That may lead to clients. I am not sure how it is working out. Some bars have found ethical issues with the Avvo service though, so be careful.6. If you do criminal law, a lot of courts have options to sign up on a list to get clients.7. A lot of traffic lawyers will get copies of people charged with various driving violations and write letters to those folks. This can be used in some other areas as well.8. Collecting email addresses appropriately from your other efforts and using e-newsletters is another common way of signNowing out to potential clients.9. Sign up for various free and pay listings online so that people can find you. This helps with local SEO but also helps generally when you put listings on law finder type websites.*It is critical that you gain a basic understanding of SEO. Even if you plan to hire someone, there are a lot of rip off artists out there preying on lawyers and law firms (as well as other businesses). Don’t respond to people offering to help you who use a gmail or other free account. I recommend you take a look at the Moz. (moz.com) it has great tools to help beginners understand what SEO means. Make sure you learn about local SEO, which matters a great deal for most law firms.*

I don’t think that there’s any clear way for a young lawyer to ensure that his or her law firm is a success, especially if by “young lawyer” you mean “someone right out of law school” as opposed to “a lawyer who does not qualify for Medicare” (the legal profession has one of the loosest definitions of “young” that I’m aware of—I’m 35, and probably have another 10 years before I’ll no longer be considered a young lawyer. At that point, I will have been licensed for 21 years). Right now, most legal markets are overly saturated, and there is especially ruthless competition in what might be called “low-rent” or “volume practice” law, such as handling minor accident cases, simple wills or divorces, traffic tickets, and minor crime such as disorderly conduct or DWIs. Unfortunately, these are also the kinds of practice areas that are welcoming to inexperienced attorneys. A young lawyer—who might have limited or no practical experience—will have to work very hard and have a fair bit of luck to stand out from the pack and make a living.Still, I think that the advice from Charles Slade and the always-reliable Andrew Weill is on point. No matter what your practice area, you have to network and develop a client base, and provide outstanding service such that you either get repeat clients or good word of mouth. But I would emphasize a macro perspective: a successful law practice is all about customers, so you need to be where your customers are. If you’re looking to become the 50,000th divorce attorney in L.A., regulatory specialist in Washington, D.C., or deal-maker in New York, the your odds of having great success (at least initially) going it alone are low, because it will be hard to differentiate yourself from the pack. There are other parts of the country, however, where that sort of expertise is in short supply, and there may even be excess demand. Fast-growing cities and suburbs or slow-growing rural communities, for example, often have limited legal options, and a hard-working attorney can quickly make a name for him/herself.Barring that, the best advice would be to find a niche that is inadequately covered at present. Some recent examples of lawyers that have found success are those practicing in fashion law and video game law. The broader practice areas (transactional work, intellectual property) are covered by tens (if not hundreds) of thousands of lawyers, but the few lawyers that really dedicated themselves to the particular industry and its needs have met with success. Similarly, in D.C., it is not uncommon for lawyers to specialize in obscure pieces of regulation so that they are “the man” to call when an issue arises.

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There are a number of ways in which startup lawyers charge fees to their clients.Just to preface, I've had some success with starting 2 internet based businesses along with spending a lot time/money navigating all the legal stuff.Currently I'm helping 100's of early-stage startups find and hire lawyers at a prices that work for them with LawTrades.Okay, now that we have some credibility out of the way, let's get it on.There are a number of ways in which a lawyers may charge to their clients. Here are a few common types:For some of the larger companies, a common method of payment is to receive equity in the company in exchange for their services. However, this method comes with risks as stake in the company is being offered for services that may not be of equal value.1. Monthly fee arrangement. Perhaps the most common payment method for smaller businesses is to accept a monthly payment or fee arrangement towards the total balance. This method is rather simple and involves an hourly rate being charged with the company making an agreed upon payment at a designated time every month.2. Hourly rate. Some lawyers offer the option of an hourly fee. This is when the lawyer would work for X amount per hour, and you would pay for those hours worked. Pretty straight forward. You may also get offered a capped hourly fee in which the total cost would not be above Y amount. For example, the hourly rate may be $200.00 but the total cost will not exceed $2,500.00. If the total hours end up being more than 12.5 on this specific project, then the lawyer will be working for less than their hourly rate.3. Fee deferral. Another method of payment is deferring fees. This serves as an advantage since the deferment will free up cash to invest elsewhere in the business. On the other hand, if startup fees and other expenses have to be deferred then this could imply that the fees are rather large and may not be what the business needs at such a crucial juncture, especially when it is in its infancy.4. Fixed fee. A fixed fee is when it is agreed that the entire project will be completed for X amount regardless of the hours worked. This puts you in control of the maximum you're willing to spend in legal fees.5. Equity compensation. For some of the larger companies a common method of payment is to receive equity in the company in exchange for their services. However, this method comes with risks as the stake in the company being offered for services might not be of equal value.6. Contingency. Finally, some lawyers will accept a contingency fee as a form of payment. This is primarily reserved for specific projects or cases where monetary compensation is involved such as in a lawsuit. In this instance the lawyer will accept a certain percentage of the recovery, and receives nothing if the case or claim is not successful.To receive competitive price quotes from vetted startup lawyers, feel free to check out LawTrades. Just tell us what you need, and we’ll hook you up with a solid lawyer for a great price. It’s worth noting that the lawyers on LawTrades offer many of the fee options that I mentioned above.I hope you find this answer useful! Best of luck with the venture. Don't hesitate to signNow out if you have any further questions.

Unfortunately for the questioner, being given "VIP" treatment by a law firm has very little to do with ambience.  Sure, if clients want/need to visit their lawyers, they don't want to be served moonshine in a shack; having a nice office (although not super nice, such that clients begin wondering how much of that artwork they've paid for) and someone like the questioner who's polite and professional, there to make sure that the clients get something to drink, WiFi access, rides to the airport, etc. is always a good idea.  Periodic gifts (personal from the partners servicing the client is preferable to generic stuff like t-shirts or water bottles, although some clients like the latter) are nice, as well.But at the end of the day, clients really want three things:1.  A lawyer that "gets them" and is responsive to their questions/concerns;2.  Consistently excellent results; and3.  Bills that are fair, predictable, and within the range of estimates (ideally less).In other words, it's the lawyers' commitment to good business and customer service that makes clients feel like VIPs.  As Andrew Weill correctly notes, most clients aren't looking forward to spending extended time in a lawyer's office, any more than they would look forward to spending time with a doctor, dentist, or accountant.  My dad, a retired businessman, always told me that "he could hear the clock running" every time he had to meet with his lawyers, and always wondered how much of the idle chitchat about last night's football game or the business lunch after the morning meetings would wind up on his next bill.  I'm guessing my dad's experience was typical: as Weill notes, when clients have to meet their lawyers face-to-face (which is less common in the era of electronic communication), they want to see their lawyer, have their questions answered, and be done.  That doesn't mean that clients want to be rushed out of the office or treated like a piece on an assembly line; obviously, the questioner is on the right track (I like the mobile app, idea, by the way) in trying to make the office visit as pleasant as possible.  But ultimately, all the free muffins and cucumber water in the world aren't going to make up for a bad attorney-client relationship; the number one goal of any law office has to be responsiveness to client issues and respect for the client's time.

3 words: Ease; Predictability; Follow Up . Wonder why everyone is going to LegalZoom or DIY solutions? It's because clients are scared of lawyers and legal fees and even though it might be detrimental to use a cheap alternative, they do it because it is easier and pricing is predictable. How to make it easier? this is the easy part. implement technology to better allow your firm to stay in contact with the client, keep them in the loop, and deliver information to them in a professional manner. Remove barriers for them. Do not make them bring checks to the office, do not make them print and sign, do not make them follow up with YOU. You are being paid far too much by these clients to not give them the absolute best experience possible.How to make it more predictable? when I use the term predictable I mean both in future events as well as pricing. The client should know exactly what they are going to be charged, or at least given as much transparency as possible. They should also, at all times, know what is coming next. The #1 complaint clients submit to the bar is lack of communication...clients freak out when they are not kept in the loop so you can either work harder on constant communication or you can just be better at telling them what is coming next at each step so that isn't as much of a problem.Why follow up? When you buy something from Amazon, do you expect to never hear from amazon ever again? of course not...you probably expect spam for years in the future. Whether you consider those emails/calls spam or not, to amazon, that means revenue. By following up with clients after everything is done, not only will they have a better percpetion of you but they will be likelier to send referrals your way. Keep them on your mailing list, engage with them on social media, do what needs to be done to make them think that you really do care about them (hopefully you actually do)If you give your clients a high-end experience and treat them well and stay in front of them anyway possible, they will not only be happier with the result and process, but also more like refer friends and family to you.Hope this helps!

Before you seek out a tool to design your form, consider your two goals inherent in your question: to fill out the form digitally and to sign it digitally. These goals are generally not accomplished through online web form builders because web forms are designed to work for web sites and not to represent paper-based forms.To have a client fill out a form that is e-signNow and resembles a paper-based form requires a solution that mimics the paper-based experience online.Here are two ways to accomplish this goal, assuming you’ve designed your form already (i.e. in Microsoft Word, Excel or some desktop publishing software like signNow Illustrator).My company (Quik! Enterprise Forms Automation Service) takes your original designed form, builds it (i.e. makes it fillable, secure and e-signNow) and converts it to an HTML-based form that can be filled out in any browser and e-signed with signNow.com, signNow.com or with our own Native Esign feature. Our forms can be delivered via a link or email to clients to fill out the form, with required fields, and routed to whomever needs to receive the final form.E-sign vendors like signNow can accomplish much of the same thing as we can, with a little more work on your part. With signNow you upload your document, drag-and-drop the fields onto the form (i.e. build the form to be fillable and signNow). Then you can send the document out for e-signature and to be filled out.To be fully transparent, Quik! is designed for businesses who have lots of forms. Our solution works just as well for a single form as it does for 1,000 forms. The more forms you have, the more cost-effective Quik! becomes.A product like signNow is also a great solution because it is not hard to use and will likely take you an hour or two to set up your form, depending on how complex your form is. The advantage to Quik! is that we build your form for you. The advantage to using an e-sign solution is that you can do it all yourself.

As the others have said- yes, all consulting firms have staff fill out timesheets.One interesting thing- many staff work more than 40 or 50 hours- and work more hours than the project budget allows for. So each firm must determine how it wants to track the ‘extra’ hours. The simplistic approach is to tell staff ‘just bill 44 {or whatever the weekly total is} hours to the project’- as this simplifies accounting. The more accurate approach is harder: staff record every hour worked and code it to the relevant activity (internal / client). This requires some discipline about using ‘shadow’ client codes so that you bill them the time agreed in the contract {e.g., 44 hours/week} but then the consulting firm gets a sense of how many hours staff are truly working {probably 50–70 hours}.You mentioned project profitability- while timesheets do provide the data to compute basic project profitability, there is a lot more to this topic. There are a couple of really key profit levers that would not be addressed via timesheet data: follow-on sales and staff retentionFollow-on rate: To the extent that a project leads to a string of future projects, that project was VERY profitable, as it decreased the overall cost of sales on future work. This has a major impact on overall profitability, so one must account for projects’ differential follow-on rates in some way.Staff retention: good staff are very expensive to recruit and retain. Some projects can be real attrition machines (poor scope, poor leadership, unrealistic demands, etc) and firms need to understand if a given project can be logically tied to disproportionate staff attrition. If so, that project wasn’t nearly as profitable as it seemed via timesheet analysis. One analysis could be comparing billed hours versus total hours worked, and then for the outliers, note if there was higher attrition 6–12 months later.Of course, there are other considerations as well but I wanted to highlight a couple that showed how timesheet data is necessary but not sufficient to understand project profitability.

A new client registration form is used for each new client of your practice. This form allows you to document personal information, as well as insurance and responsible parties. Save time for what rEvally matters, and download our free client registration intake form template.

A prospect intake form can be a useful way to allow clients to seamlessly enter their information and begin the process themselves. This form should always ask for that person's name, email address, and company website.

What Goes Into a Client Intake Process. The intake process is your opportunity to get everything you need to actually complete a project. In an idEval world, you shouldn't need to contact a client after the intake process until the project is done and ready to go. Of course, it's rare that a project goes that smoothly.

Brief Intake/Assessment Process. The Brief Intake/Assessment is the initial meeting with the client during which the case manager gathers information to address the client's immediate needs to encourage his/her engagement and retention in services.

WHAT IS A CLIENT INTAKE FORM? The client intake form is completed by a prospective client either when they arrive at your firm, or before arriving.