FOUR PILLARS OF INTAKE SUCCESS

☑ Engage with clients with a framework and intention to educate, add value, and become a resource, rather than regurgitating available information online.

☑ Break down and simplify complex terminologies and topics of criminal law while concurrently educating clients and adding more value for the firm.

☑ Engage with clients empathetically, listening to their concerns with care and providing reassurance.

Ensure that clients feel understood and supported while addressing their legal matters, strengthening their trust.

☑ Be consistently available to promptly address and complete any tasks delegated by the lead attorney

☑ Document personal and case-specific details, along with incident notes, with complete accuracy to streamline the lead attorney's workflow