In past blogs we have discussed the perks of automating the intake process, and the perks of hiring a virtual assistant to take over administrative duties. Combining the two of them can make your process seamless! The beauty of combining these two ideas is they work for virtually any firm, giving you customization and flexibility.
Create Your Own Intake Form
First, you will need to tailor your physical intake forms so that it makes sense for the kind of services your firm offers. Providing an intake form will save you so much time and energy because they are a way to organize important and necessary information neatly onto a sheet that you can use and reference when needed.
Using Clio is an easy way to create your intake forms and organizes them with the rest of your client data directly into the CRM platform. Choosing to use a platform like Clio has many perks other than just offering an automated intake form- it allows clients to e-sign documents, can schedule consultations, and it even offers fee arrangement automation.
Assign Your Intake Process To Your Virtual Receptionist
Once you have automated your intake forms and designed them to fit your services, you can assign the intake process to a virtual receptionist. If you don’t have a virtual receptionist, check out our Blog about why you should think about hiring one.
Automation is particularly helpful to virtual receptionists because it saves them time from having to scan, fax, or mail in forms. An automated process allows the forms to be filled out and submitted online so once completed they are automatically entered into the system.
Let Technology Help You
You only have so much time in the day, and there is no way to get around those administrative duties. So, don’t shy away from technology. It will help take care of mindless tasks like data entry, so you can spend time with your clients.
And if you are ever considering hiring a virtual receptionist, look no further than Back Office Betties!