Background
An attorney that operates offices in three states (AL, TN, GA). The practice consists of multiple legal practice areas including divorce, accident, insurance, social security, disability, personal injury, wrongful death, bankruptcy and others.
Engagement
This attorney has rapid growing operations across the three state territory. Over time they realized their process of identifying optimal cases was inconsistent. The firm operations was looking for a way to rapidly and consistently evaluate the inbound calls from new clients. They sought to ensure that customers had a case that could be accepted and litigated successfully – all without their attorneys screening the initial call.
Results
By engaging IOLITE, the firm identified a flow of questions to help paralegals and legal secretaries quickly screen, identify, and secure new cases.
Attorneys were freed up from reviewing all the inquiries and only had to work on approved cases. Legal staff qualified the leads using Checklist provided for each type of case. This resulted in significant improvement in case completion and higher revenue.