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2023 Legal Intake Marketing Research Survey

This survey will help us and you understand how your intake team operates and something about improving their performance.

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About your Firm

1

How many attorneys at currently working at your firm?

Select one or more answers
2

On average, how many new clients does your firm sign up a month?

Select one or more answers
3

On average, how many new intakes does your firm conduct a month?

Select one or more answers
4

Which of your firm's practice area or areas receive the most new intake inquiries?

Select one or more answers
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Your Team

5

Do you have a dedicated intake staff or person at your firm?

Select one answer
6

If so, did your intake person or team have prior experience in the legal field before joining your firm?

Select one answer
7

If you have dedicated intake staff, how long have each of your intake specialists been with your law firm?

Multiple answers are accepted if necessary
8

Do you have a job description for intake specialists at your law firm?

Select one answer
9

If you do not have dedicated intake specialists, how do you handle new client intakes at your law firm?

Select one or more answers
10

Do you utilize any sort of manual, training documents, or scripts for your staff?

This includes any employee at your law firm who is not a lawyer
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Your Intake Process

11

How long after a potential new client contacts your firm does it take for them to hear back from you?

Select one answer
12

Do you have a Customer Relationship Management (CRM) program or dedicated system to tracking intakes?

Select one answer
13

Are you satisfied with your intake process on a scale of 1-10?

14

What would help your intake process function better?

Select one or more answers
15

Are your intake processes standardized across practice areas, or do you have different protocols for each department?

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Training

16

How often does your intake staff go through training?

Select one answer
17

Do you think your intake staff would benefit from additional training?

Select one answer
18

What type of training do you think your intake staff would benefit from?

19

Would your intake staff, or dedicated person, be willing to speak with our Legal Intake Training Manager about their role at your firm?

Select one answer
20

Would your office manager or managing partner be willing to speak with our Legal Intake Training Manager about your intake process?

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Final Section: Attribution and Marketing

21

Does your law firm attribute each new intake to a specific channel?

Select one answer
22

If yes, which channel produces the most leads?

Select one or more answers
23

Does your firm track Return on Investment (ROI) from each attribution channel?

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24

Your Name:

25

Your Firm's Name:

26

Your role at your law firm:

27

Best method of contact:

28

Email:

29

Phone Number:

Thank you so much for your participation!

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