020: Implementing the Non-Lawyer Initial Meeting with Elizabeth Clark
Non-lawyers who conduct initial meetings with prospective clients can be a secret weapon for law firms. They save the attorneys time, money, and hassle. And they don’t give out legal advice for free. Empowering team members to take over initial meetings with prospects is something many lawyers need help embracing. However, transitioning a trusted team member into someone who can take initial meetings off your plate can be a game-changer for a busy firm. With training and knowledge, they can determine whether or not new prospects will be a good fit as a client, what their needs are, and offer an in-depth consultation without providing free legal advice. In this episode of Great Practice, Great Life, Elizabeth Clark, Client Services Director of The Legacy Elder Law Center in Leesburg, Virginia, joins Steve to discuss her success with the firm and how she accidentally entered the role. She enjoys a great deal of trust from the attorney, who has her conduct 95% of the initial consultations. Elizabeth shares some of the processes she uses to meet with and vet clients. She also explains how some clients become more personal and why the people working in the firm have so much empathy and sympathy for...
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