How to Streamline Your Client Intake Process and Boost Conversions

Your intake process is often a potential client's first real experience with your firm. A smooth, professional intake builds trust and increases the likelihood they'll hire you. Here's how to improve yours:

1. Automate Initial Contact

Use online forms or scheduling tools to make it easy for potential clients to connect.

2. Standardize Your Screening Questions

Consistent information gathering ensures no important details fall through the cracks.

3. Implement a Follow-Up System

Automated email or text follow-ups keep leads warm and engaged.

4. Track Your Conversion Metrics

Understand how many leads turn into clients — and where you're losing people — so you can improve.

A well-run intake process saves time, impresses clients, and grows your bottom line.