New Client Intake Quiz
- 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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