Back to Blog | Jun 20, 2016 | 3 min

Questions to Ask When Processing Leads

An intake call center can help you manage those ringing phones and control the information passed along to your office. Not every call you receive is a viable lead, and sorting through potential leads can become a time-consuming process.

That’s why it’s so important to know what questions to ask when you answer the phone and process the lead to determine if it’s a good fit for your law firm.

This is where an intake call center can be so helpful – Alert works with you to create a script and criteria to determine how we handle each call your firm receives.

Setting Up Your Lead Evaluation Questions

Many law firms already have an existing lead intake system they use to evaluate leads that come in. If you already have this system, it’s a great place to start when developing a list of questions that we ask people who call your firm.

If you don’t already have an intake system, now is the time to start creating one. Besides getting the obvious information such as contact info and general demographic details, you’ll need to get specific information that you look for in separating a case your law firm would take from a case you would not take.

For example, if you are a workers’ compensation law firm, you might ask questions that help you decide if a caller’s injury is actually work-related and therefore may qualify for benefits.

You might also ask about the damages the caller suffered. This can help you screen out minor injury claims that can be handled by the victim and the insurance company without legal assistance.

Save Time by Asking the Right Questions

The initial phone call doesn’t replace an in-person consultation. But it can make the consultation easier and more effective. Instead of gathering basic information during the consultation, wasting the attorney’s time and that of the client, the initial phone call or email follow up can get this information so the consultation can be better utilized to discuss more intricate case details.

Alert works with clients to evaluate their current intake or screening process (if they have one), develop a script that fits their needs, and offers other services to law firms like email document delivery, new client intake processing, appointment verification, and more.   To get started, fill out our contact form or give us a call at 800-788-3934.

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