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Podcast: BE THAT LAWYER
Episode: Nick Werker: The Overlooked Power of Intake and Client Communication
Description: In this episode, Steve Fretzin and Nick Werker discuss:The importance of proper phone handling in law firm intake processesHow customer experience begins with an intentional communication strategyShifting lawyer mindsets around sales and client engagementThe evolving standards of professionalism and wellness in legal practice Key Takeaways:Solo and small law firms often lose clients due to missed calls or lack of call-forwarding plans, which can be easily fixed with tools like rollover call forwarding.Answering services should align intake scripts with law firms’ CRM systems and help pre-qualify callers without turning anyone away, allowing for...