Legal Strategy Session best practices
About to take on a Legal Strategy Session? Here are some of the best practices to help you make it a smooth meeting:
Review intake notes beforehand
Find a quiet environment
Be on time and call the client at the start of the call
Text the client if they don't answer on the first try
Use an agenda, to make it easier:
Introduce yourself
Recap intake notes
Ask pertinent questions outlined in the post-Legal Strategy Session form
Provide recommendations
Fill out the post-Legal Strategy Session form - After recommending the services to potential clients, include them in the form and submit them immediately. Completing and submitting the form during the call allows the Marble team to contact the potential client right away. This can result in a higher likelihood of the potential client moving forward with us
Let the potential client know that the Marble team will be following up to discuss pricing and payment plan options