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Showing Appreciation

Showing your employees that you appreciate them should not just be an item on the agenda but a top priority. Recognizing your employees is crucial because they work hard for you every day.  It can also be beneficial for you, increasing workplace morale thus an increase in productivity.

In addition, it builds a loyal team that feels confident to take on more difficult and daunting tasks. Plus, its easy. Showing appreciation to your team doesn’t have to be a big, expensive production. For Example, Back Office Betties appreciates our employees by:

  • Offering a $15 an hour minimum wage.
  • Creating “Flow Time” for our team to unplug and relax by listening to music and taking time out to recharge.
  • Providing a beautiful office fund every year so employees can buy something for their desk, office, etc. (making it their ‘space’).

Get Creative!

However, there is a ton of different ways to show your employees you care about them – be creative! Here are a few ideas that you can explore implementing into your business:

  • Ask for employee feedback by offering a survey. This will tell them that their voice matters and that they are being heard. It also shows them that you as a leader want to meet their needs and provide the best work environment as possible.  
  • Allow them to take extra breaks or longer lunches.
  • Organize a team service project for an organization of your employees’ choice. This is a great way to not only give back to your employees but give back to the community!
  • Simply tell your employees how grateful you are for their hard work in person or through a handwritten letter/card.

These are just a few of so many easy and creative ways to show your employees that you care about them. Never shy away from opportunities to show employee appreciation, you will find that it is very rewarding for them to hear!  Even more so, it’s gratifying for you too!

Legal Intake: The Perks Of Automation

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!

Legal Intake Forms: Why You Should Use Them

Do you currently use intake forms when answering new client calls? If not, you need to severely rethink your client intake! Using a detailed standardized intake form will streamline the process and ensure that important details have not been overlooked. If completing intake forms has not been working for you, perhaps your forms need a facelift. Here are some suggestions of what a great intake form includes:

  • Name
  • Address
  • Contact information
  • Details of the legal issue (some firms put a checklist here)
  • History of prior legal matters
  • Other firms they have worked with
  • And any other information they feel is relevant to the matter

If the form is too basic, or if it does not apply, then surely it won’t be helpful. Sometimes it is helpful to create different intake forms for specific needs or areas within your firm. Some firms choose to simplify things even more by doing their intake forms online through Clio.

Intake Forms Are Versatile

Offering intake forms are useful for areas other than just streamlining the intake process. They can be used as:

  1. A screening tool. If a prospective client is unwilling or hesitant to provide certain information, it could be a sign of problems to come.
  2. Documentation. Intake forms are a great place to document that you have discussed the fee arrangement with your prospective client and that they have agreed to the terms you set forth. This ensures right from the beginning that the prospective client can afford your services.
  3. A risk management tool. Having clients sign that the information on the intake form is correct can save you in the future if something is incorrect or inaccurate.
  4. Identify future needs. They can help you identify if a potential client needs any additional legal services that you may be able to help with in the future.

Intake Forms Are Useful

As you can see, intake forms are infinitely useful and can be implemented in any firm. Remember, they’re not just a tool to make life better for you- your prospective clients will also love them because they offer an easier, neater, and more streamlined process for them too! When your client is going through [sometimes] long, expensive, and messy legal matters, they will recognize and appreciate every effort made by you to simplify their case.

If you have yet to implement intake forms in your firm, what’s stopping you?

Improve Your Law Firm Process

Constantly looking for ways to improve your law firm is never-ending.  Now more than ever is the time to find an integrated system that can you with your practice management.  Clio Grow is just that – a groundbreaking cloud-based law practice management software program.  This system is designed to streamline day-to-day work of law firms and improve the tasks required.

Client Lifecycle Solutions

Here are some of the ways in which this system is providing you with end-to-end client lifecycle solutions:

  1. It allows you to organize your leads and house billable matters for clients all in one system.  Whereas before these had to be done through two separate systems. This means no more wasting time transferring data back and forth between systems and no more doing duplicate data entry.

 

  1. A cluttered billing system can be a nightmare to organize and manage, especially when it is clogged with old information that you may not need now, but you also don’t necessarily want to delete. Clio Grow acts like a filter to allow you to capture all the valuable information you need for leads. The good stuff makes it to Clio Grow for billing and casework, and the rest is stored so you don’t lose data that you may need again later.

 

  1. Clio Grow now greatly reduces the time spend doing data entry to intake forms by allowing clients to fill out forms on their own, then is automatically submitted. This eliminates the time is takes to be filled out by hand and then transcribed, saving you hours to time.  It also reduces typos made through the transcription process.

 

  1. For every new client, Clio Grow provides firms with an ROI measurement for investments in business development like marketing. This helps firms zero in on the business development strategies that work best for them, so they can continue to grow and acquire new clients.

Improve Your Process

If you are not a Clio user, there has never been a better time to become one. This technology is huge for law firms and is ever-changing and improving, continuing to make life easier and more seamless for you.

 

Methods To Gain Client Trust

When it comes to marketing, it seems the most unorthodox methods grab the attention of clients the most. That is why you and your firm should explore using video and client workshops to market your services. Lawyering requires excellent interpersonal communication skills, so it only makes sense to use workshops and videos to showcase your persuasive skills. Furthermore, videos allow complex information to be explained simply and quickly.

Deciding On Content

Deciding your video content and workshop topics depends on the type of services you offer. For example, family law firms could offer workshops educating potential clients about estate planning, how to avoid commonly made mistakes, and answer client questions. That same firm could also offer videos on their website answering frequently asked questions, unscripted testimonials, interviews with experts, and anything that they think will fulfill a need of their prospective client demographic.

What To Keep In Mind

When forming videos and workshop classes it is important to keep a few things in mind:

  • Keep it short and simple. When it comes to explaining complex concepts, speak in laymen terms, and keep it brief. The point of workshops and videos is to inform, not add to the confusion.

 

  • Be unique! You are trying to outshine your competitors and grab the attention of prospective clients so don’t be afraid to be bold.

 

  • Be relevant. Make sure you are staying relevant with your video and workshop content. As stated before, make sure the information you are offering is fulfilling needs of potential clients.

Create Trust & Credibility

Sharing your personality in this way can feel vulnerable but it is also one of the best ways to deliver ideas with authority and emotional impact!  Give your future clients a sneak peek inside your law firm and show them the personalities of you and your staff.  By showing them a little more about the firm, you are creating a sense of loyalty and credibility on your expertise.

Be a trail blazer and embrace informative videos and workshops before they become something every law firm offers. Use this as a tool to connect with potential clients and help them to see why your law firm is different.

Time For A Virtual Receptionist?

Answering phones is an element of business that is essential to engage with clients. Whether they are new customers calling with questions about a product, or an existing one calling with issues that need to be reconciled; the key is both groups are funneled through the phones.  As a business owner who is juggling a million tasks throughout the day, answering phones may not be a top priority.

Virtual Receptionists

Virtual receptionists can answer the phones for your business as well as to conduct tasks such as scheduling and directing calls.  To analyze what people look for most when calling an establishment, Clutch Marketing conducted a study of 468 callers who called an organization with questions.  They found that the most important characteristic of callers was the ability to converse with a human representative.

The second most important finding in this study related to the process of transferring calls. 34% of callers that were transferred from the initial point of contact felt they were talking to a call center.  This is an important finding… only 44% of callers said that their receptionist helped their situation when speaking with a call center.  Conversely, 76% of callers who did not have the perception they were speaking to a call center reported that they were helped by the time their call ended.

There are many companies out there that specialize in an area of business known as Business Process Outsourcing.  This is the area of business where virtual receptionists can be categorized in.  Virtual receptionists usually have smaller teams that focus on one specific client, learning that specific business inside and out.  This enables them to answer some of the complicated questions that get thrown at them by callers rather than simply just transferring the call or taking a message.

Attributes

Looking for the right fit for your business can seem daunting.  Here are some of the best qualities to look for in a virtual receptionist:

  • Positive
  • Intelligent
  • Organized
  • Empathy
  • Takes Initiative

In a nutshell, you want to find someone that is going to treat your clients well.  In addition, be able to elevate your quality of customer service.

Free Up Your Time & Save Money

If you are having a tough time keeping up with your business every week, then it is time to start considering a virtual receptionist. Not only will they help free up your day, but they are also significantly less expensive than hiring your own full-time receptionist for your business.  If you are on the fence and need more information on possible ways to incorporate a virtual receptionist into your business, tune in to Back Office Betties Video Blog on Monday, June 18th?  Our topic of conversation: what is the best fit for you when it comes to finding a virtual receptionist.

 

Back Office Betties