LawyerLine and Your CRM

LawyerLine is dedicated to assisting our clients with their law practice as much as we possibly can. In addition to the ability to handle calls 24/7, we also offer translation services (Spanish, French, Italian, and Tagalong) and payment processing. 

A feature that is most common among our clients is working with their Customer Relationship Management software! 

LawyerLine has experience with multiple CRM platforms, including but not limited to: Clio Manage, Clio Grow, FileVine, Calendly, Acuity, and more! Whether you choose to have our team schedule consultations, add notes from our calls to your client files, complete conflict of interest checks, or something else, LawyerLine is here to serve you and work with your CRM!

What Questions Should Be Asked on a Call with a Client?

When speaking with a potential new client for the first time, your first phone conversation is comparable to a first date. The specifics of what is discussed is all up to the personal preference of the attorney, but this is the opportunity to determine if this is a case to pursue.

On a general basis, asking for the client’s contact information is an important first step after exchanging pleasantries. Cell phone number, email address, alternate contact, etc. 

The questions that LawyerLine can ask your potential clients vary depending on your practice areas and also on the information you prefer to cover during the initial consultation. 

Common questions we ask for a few practice areas are listed below:

  1. General Questions: 
    1. How would you intend to pay for legal services? Would you be interested in a payment plan?
    2. How did you hear about our firm today?
  2. Family Law:
    1. Is your case contested or uncontested? 
    2. Where does the other party live?
    3. Where has the child involved lived for the past six months?
  3. Criminal Law: 
    1. In what county are the charges from?
    2. Do you have an upcoming court date?
    3. Do you have a previous criminal history?
  4. Estate Law:
    1. May I ask for the decedent’s date of death?
    2. Is there anyone contesting the will, that you know of?

We handle calls for approximately 200 lawyers in North America, for all different types of law. LawyerLine is able to ask any questions that will best assist you in handling your workload. 

If having LawyerLine ask your potential clients questions before an initial consultation, or any of the other services that we provide, please call us at 800-380-3380!

What Questions Should Be Asked on a Call with a Client?

When speaking with a potential new client for the first time, your first phone conversation is comparable to a first date. The specifics of what is discussed is all up to the personal preference of the attorney, but this is the opportunity to determine if this is a case to pursue.

On a general basis, asking for the client’s contact information is an important first step after exchanging pleasantries. Cell phone number, email address, alternate contact, etc. 

The questions that LawyerLine can ask your potential clients vary depending on your practice areas and also on the information you prefer to cover during the initial consultation. 

Common questions we ask for a few practice areas are listed below:

  1. General Questions: 
    1. How would you intend to pay for legal services? Would you be interested in a payment plan?
    2. How did you hear about our firm today?
  2. Family Law:
    1. Is your case contested or uncontested? 
    2. Where does the other party live?
    3. Where has the child involved lived for the past six months?
  3. Criminal Law: 
    1. In what county are the charges from?
    2. Do you have an upcoming court date?
    3. Do you have a previous criminal history?
  4. Estate Law:
    1. May I ask for the decedent’s date of death?
    2. Is there anyone contesting the will, that you know of?

We handle calls for approximately 200 lawyers in North America, for all different types of law. LawyerLine is able to ask any questions that will best assist you in handling your workload. 

If having LawyerLine ask your potential clients questions before an initial consultation, or any of the other services that we provide, please call us at 800-380-3380!

How LawyerLine Helps You Have a Client-Centered Practice

At LawyerLine, we provide an exceptional answering service specifically tailored for lawyers and attorneys. Having a niche like this cultivates unique interest and knowledge in the relationship between legal counsel and their clients. 

With Rocket Matter’s article “How Lawyers Should (and Shouldn’t!) Answer Phone Calls” in mind, I wanted to take this opportunity to share some insight LawyerLine has found when speaking with our client’s callers. 

Above almost all else, clients want to be treated with human decency. Have their calls be returned, their questions answered, and to really feel a connection with their lawyer. Especially in the instances of sensitive matters, such as criminal defense, divorce/custody, etc. It’s very easy for people to project their feelings of fear and apprehension about the situation onto their legal counsel, or onto the person who answers the phone. 

Our LawyerLine representatives treat every call with empathy, while also guiding them through the intake process. Our understanding and listening ears and warm personalities give your clients the time that you may not be able to spend on the phone, and our knowledgeable staff is able to schedule them for a consultation so they have time with to discuss their situation with you.

LawyerLine is also proud to be fully customizable. Our intake process can be as detailed as you need so that we can best serve your clients. We also train our representatives to process payments virtually, so our team can handle all of the “set-up” in the beginning of your relationship with a new client (or help maintain your existing client relationships). We can also provide translation services so that you can reach a broader client base, if desired.

Being able to assist your law firm with any and all of your call-handling needs, which in turn provides a welcoming experience for your clients, is at the heart of LawyerLine

The Importance of a Good Intake

Having a good set of intake questions is very important! This makes all the difference of a lead having a seamless experience between speaking with one of our representatives and then with you. 

Our LawyerLine representatives are trained to ask intake questions, schedule appointments, and process payments. With this in mind, how can you best utilize the intake process so you have everything you need for your consultation?

  1. Include all of the contact information needed for all parties involved (date of birth, mailing address, etc)
  2. Include all case-related information needed (such as upcoming court dates, any actions filed, etc)
  3. Include all practice area-related information needed. You may have different questions that you want asked to a criminal lead versus family law, etc. 
  4. Any factors that would cause you to not want a consult scheduled (ex: the injury was ver 5 years ago, the charge is from a specific county, etc)

The above can be utilized even if scheduling a consultation isn’t on your radar. Your client’s intake can be seen as the first date in your relationship – you’re getting to know each other! As with any relationship, it’s important to have good communication and a solid foundation. Having a good intake allows us to assist you in building long-last relationships with your clients.