IndyBar: Practice Toolkit: Sales Motion: Charging for Initial Consultations Is Easier Than Ever Before

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Correia

By Jared Correia, Red Cave Consulting

If you’re charging for initial consultations, as many law firms do, and there are still multiple steps (including manual steps) involved in that process, you can potentially tighten things up significantly.

At this point in time, there are a number of ways for your law firm to allow leads to schedule and pay for consultations in one motion. For one thing, case management softwares now often include CRM-style applications or features, making it more likely than ever before that you can allow your leads to schedule a consultation time via the scheduling program and then make a payment via the proprietary payment system that lots of law practice management softwares have developed. Failing that, this may be done via integrations for scheduling and payments, and applied through the case management software’s existing workflow tool. And standalone CRM products are beginning to function in exactly the same way while also featuring additional integrations to case management software. Meanwhile, popular standalone scheduling tools, like Calendly and Acuity, are affiliated with payment providers that can allow paid consults to be one-stop shopping for your leads — even if you don’t use a case management software or a CRM.

So if you want to get paid for your consulting time (which you should), it’s easier than ever to capture that value.•

Jared D. Correia, esq., is the founder and CEO of Red Cave Law Firm Consulting. He is a regular presenter at local, regional and national events.

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If you’re still figuring out your intake posture, let’s talk.

The IndyBar offers FREE law practice management consulting services through Red Cave Law Firm Consulting.

To request a consult, visit theIndy Bar law practice management consulting landing page and start running your law firm like a business.

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