Law firm lead qualification, oftentimes, does not get much beyond: Is the potential client alive?
Some attorneys will take any potential clients – and, it doesn’t even matter if they have shown an ability to pay. Now, this doesn’t happen because lawyers don’t know how to vet clients. Most attorneys have a very distinct criteria for the sorts of clients they want – the problem is, that it never leaves their own heads. As has been shown, time and time again, lawyers are not great communicators – including with respect to their own staff.
But, once a law firm can define down its preferred client criteria, that can be a very powerful tool.
Now, many attorneys would look to develop a list of client qualifiers, so that they could feed it to their staff, and have them run through it with the potential clients, on the phone, or via email.
But, there is a more immediate, and efficient solution: Allow for a technology tool to moderate those conversations, and to automatically vet potential clients, without the need for using support staff. A chatbot is a great tool for this, as it can create a conversational interface using a qualification script.
With a chat tool performing intake for your law firm, your potential leads remain engaged; and, your staff is freed up to perform other activities. In this environment, rote work can be taken off of law firm staff, who can then upskill, and perform higher-level functions.
Chatbots are an efficient way to vet leads, using a tool that those leads prefer, and that allows your staff to generate revenue for you, in other ways.