Intake Forms
Our office has a short form intake form for all new calls. In my practice, we also are referred cases like most attorneys.
Our intake form has these fields -does yours?
1)Email address
2)Cell phone - in addition to home and work
3)Telephone number of the nearest relative not living with you
On our post contract form, we now ask for:
IM Screen Name - through AIM,Yahoo, MSN or other. It is this one addition that I had to battle the more seasoned attorneys (those over 50) who don't think we'll need it. I've already used IM at least a dozen times, and simply send one that says "please contact our office, tel # __________. Thank you."). It works every time we have used this.
Folks can either fill it in or leave it blank. Currently we are running about 50% of our clients under 40 providing that information, and that % will surely go up.
