In this week’s episode, Grace and Liel have a conversation about telephone intake with Cisco Adler from Digital Rain, a legal digital marketing agency specializing in PPC. Cisco has listened to thousands of intake calls over a period of 10 years, and he joins to discuss the best practices he has learned from listening to the best agents.

During this episode, they cover the skills a telephone intake agent needs to possess, the importance of training, and different methods to incentivize your intake agents; what to look for when selecting a call center to handle your intake; and how to hold them accountable for their performance.

After listening to this episode, you will have learned what it takes to implement a successful telephone intake process, the value of using scripts, and the benefits of leveraging the power of e-signing and automation to streamline your intake process and maximize your marketing return on investment.

Resources mentioned in this episode:

Digital Rain

Alert Communications

LIPS (Legal Intake Professional Services)

Legal Conversion Center

Persist

DocuSign

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