Train Your Team Members, Free Up Attorneys’ Time

Train Your Team Members for Client Intake to Free Up Attorneys’ Time for Growth

As an attorney running your own law firm, delegating tasks like client intake can feel challenging. However, when you train your team members for client intake, you open the door to greater efficiency, increased profitability, and more time to focus on high-value work.

In this episode of Great Practice, Great Life®, Steve Riley sits down with Patti Paz, an adjunct practice advisor and co-instructor of a course designed to train team members for client intake. Patti explains how empowering your team to handle initial client meetings can streamline your practice, improve client experiences, and give attorneys the freedom to focus on strategic growth.

Steve and Patti tackle the top objections attorneys have about delegating client intake to team members and how to overcome those concerns. They break down the “five Ps” of an effective client intake process, showing how a well-trained team member can handle consultations with professionalism and consistency. Patti also highlights the importance of process mapping to create a seamless, repeatable system for your team.

By enrolling your staff in training programs designed for client intake, you equip them with the skills and confidence to manage this crucial task. This allows attorneys to step away from time-consuming initial meetings, reducing workload and improving profitability.

If you’ve ever struggled to balance client intake with running and growing your practice, this episode is for you. Learn how training your team members can transform your law firm into a more scalable, efficient, and client-focused business.



Inside This Episode

  • The three common objections attorneys have to non-lawyers conducting initial client meetings
  • Why emotional needs are about the attorney and not the client
  • How positivity and actively listening to your team member can help make the transition to non-lawyer initial consults smoother
  • The five Ps of an initial meeting for non-lawyers and how a process map can help
  • Why it’s crucial to understand what appeals to the prospect during the intake process
  • Why the intake process is part of an ongoing improvement process inside the firm
  • How having a non-lawyer conducting the intake process can save you time and revenue

Supporting Resources

Steve Riley

Steve Riley

Shareholder, Practice Advisor, & Attorney Steve Riley has coached attorneys for more than 20 years. His one-on-one coaching focuses on a limited number of top producing attorneys committed to taking their practices to new levels of excellence, profit, and personal success. He also presents at group coaching workshops around the country for individual law firms, state bar associations, and other legal organizations. READ MY FULL BIO

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