Case Study – Streamlined

By Next Level Pod on May 24th, 2023 in Uncategorized

Marissa Portuondo from streamlined.legal recently shared one particular law firm’s journey to improving its intake process. The case studies we commonly talk about involve real, small to mid-sized law firms that were struggling with their growth, intake, employee management, and more. With streamlined.legal’s help, these firms have been able to take beneficial action toward success, and we are now able to learn by hearing about their progress.

Below we dive into one law firm’s success once they allowed Marissa and her team to help them correct their mistakes, let go of the admin tasks, and more.

What Challenges the Law Firm Was Facing Before They Started with Streamlined.legal

One of the primary challenges that Marissa noticed was that the partners in the firm were doing a lot of the admin work. They were overextended: screening everything, taking every phone call, and giving away free legal advice and time. They were also struggling with low-quality leads because there was no system to weed them out.

What Else Streamlined.legal Noticed

They also noticed that the attorneys had a scarcity mindset when it came to leads. They felt that they had to sell every person they had on the phone. Another issue is that the admin was not the best fit for the firm, but they didn’t want to let them go. The attorneys also believed that no one could do it better than them, so they approached their firm with a DIY attitude.

How They Turned the Ship Around

First, they convinced the partners to replace their admin. The one they had was not serving the firm in a productive way. The Streamlined team also taught the partners how to onboard effectively so the person pays for themself quickly and the firm only has to “lose money” for the first two weeks.

With the new admin, they created a clear system that directed each step of the intake process so everyone was on the same page. This taught the admin how to move potential clients toward engagement. They all also implemented forms in the onboarding and consultation stages to keep everyone on the same road and ensure the important questions are asked.

If you want to learn more about this particular case study, check out https://www.nextlevel.legal/episode/lfn093.