INTAKE
Intake is a critical component of mass tort management, but this step is often surprisingly misvalued. As the mechanism for prequalifying would-be clients, the intake process is also a firm’s first opportunity to impress potential clients with its professionalism and dedication. UMTA always prioritizes your reputation while screening callers for prequalification.
The very nature of mass torts claims means that firms representing injured parties will need to screen large volumes of possible clients. That task can be difficult to handle without the assistance of a professional team dedicated solely to the screening process. If a caller’s inquiry isn’t responded to quickly enough or they feel they aren’t being listened to, potential clients are apt to move on until they find a law firm that exhibits genuine compassion and interest in their case.
Understandably, it can be difficult for law firms to handle the intake process with in-house personnel who are already busy working on active cases. You certainly don’t want to lose out on prospective clients because you and your staff are knees deep in trial prep. At UMTA, we understand the essential nature of the intake process and know that it means much more than picking up the phone—although answering the phone is indeed essential.
In prequalifying individuals for representation by your firm, we implement the following best practices:
- Answer every call 24/7, without exception
- Quickly connect callers with a human
- Minimize hold times
- Efficiently collect only pertinent information
- Streamline client contract execution
We understand that outsourcing client intake may feel like passing the buck, but, in truth, allowing the dedicated UMTA team to facilitate this cumbersome process allows your firm to focus on the nuts and bolts of your clients’ legal cases without sacrificing new client growth. When your firm partners with UMTA, we will effectively streamline your intake process by coupling efficiency with empathy so prospective clients feel comfortable and ready to sign the Retainer Agreement.