Leverage Your Off-line Client Intake Form Online
Tom Kane over at Legal Marketing Blog (again, a fellow BlawgThinker) has a revised list of questions you should have on a firm client intake form. Of course his version is legal focused, but in reality, any firm, of any size, should have a list like this to determine how referrals were given, if the client is worth taking on, and how you think you and your company will interact with them and their company. The last thing any party wants is to engage in a relationship that is destined to be fatal from the beginning. I’ve written a couple of articles on law firm Web sites and strategies behind them. A few of them refer to placing a client intake form on your Web site for potential clients to fill out. Tom’s list is a great starting point to develop that on-line form. Make sure you ask all the right questions on your on-line form to answer all your questions on your off-line form.
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