New Client Intake Quiz

10 Questions | Total Attempts: 54

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New Client Intake Quiz


Questions and Answers
  • 1. 
    G&A will be evaluating the following metrics when it comes time to consider raises, promotions, bonuses, etc. 
    • A. 

      Work Performance

    • B. 

      Community Involvement

    • C. 

      Close Rate on Clients Signing Retainers after initial consultations

    • D. 

      All of the above

  • 2. 
    G&A has invested heavily in advertising to ensure the future growth of the firm and to build a foundation for a strong firm that lasts for generations.
    • A. 

      True

    • B. 

      False

  • 3. 
    Attorneys are not required to generate business in firms other than G&A.
    • A. 

      True

    • B. 

      False

  • 4. 
    It is expected that attorneys and paralegals want to sign new clients for the firm.
    • A. 

      True

    • B. 

      False

  • 5. 
    The attorney responsibilities in the New Client Intake Process include
    • A. 

      Maintaing his or her Outlook calendar

    • B. 

      Attending Initial Consultations

    • C. 

      Advising the client of the strengths of the firm as it relates to their matter during initial consultations.

    • D. 

      Informing the New Client Intake Team of the results of the New Client Consultatoin

    • E. 

      All of the above

    • F. 

      None of the Above

  • 6. 
    If a specific person is requested by a potential new client, what should you do?
    • A. 

      Transfer the call to the clerks

    • B. 

      Transfer the call to the specific person requested and if you are unable to reach them transfer the call to the clerks

    • C. 

      Transfer the call to the specific person requested and if you are unable to reach them send the person to that person's voicemail.

    • D. 

      Transfer to the clerks and if they are not available transfer the call to the specific person

  • 7. 
    Which types of new clients should be reported to the New Client Intake Team and tracked in Zoho CRM?
    • A. 

      Clients that Call by Phone

    • B. 

      Potential Clients that Walk into an Office

    • C. 

      Potential Clients that are met at Networking Events or Through Personal Connections

    • D. 

      People That you Meet Who Say, "I really like G&A"

    • E. 

      Potential Clients that Originate from Internet Sites

  • 8. 
    The Clerks Should talk to the Attorney BEFORE scheduling an initial consultation for the next day?
    • A. 

      True

    • B. 

      False

  • 9. 
    If I have questions regarding this process I should.....
    • A. 

      Guess at what I think is the best option

    • B. 

      Research the internet on what other firms do

    • C. 

      Review these materials, if still unsure talk to Jayson (Or another member of management if he is not available).

    • D. 

      Tell the client to call another law firms

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