As a decision maker in a personal injury law firm, you understand the importance of converting leads into clients. But the process of onboarding new leads isn’t intuitive. Here are five key steps and best practices for successfully onboarding new MVA leads so you can set the stage for a fruitful client relationship.
1. The Need for Speed
No one likes to wait — especially accident victims. So time is of the essence when it comes to lead conversion. Promptly responding to inquiries from potential clients demonstrates your professionalism and lets them know they’re in good hands. Implement a system to ensure that all leads receive a timely response, whether through phone calls, emails, or online contact forms. And if partnering with a lead provider, be sure to pick one that can sync with your intake software.
2. Get to Know Them
If you work with a reputable lead generation firm, you’ll have an advantage because your leads will come to you pre-vetted. But it’s still useful to gather essential information about the accident, injuries sustained, medical treatment received, and other pertinent details. Take the time to listen to your client’s story, empathize with their situation, and reassure them of your firm’s dedication to getting them the help they deserve.
3. Education is Everything
Your potential client will probably be unfamiliar with the legal processes surrounding MVA claims. Take the opportunity during the onboarding process to educate leads about their rights, potential legal options, and what will likely happen if they settle or proceed to court. Providing clear information in plain language helps build trust, as well as confidence in your firm’s ability to handle their case.
4. Let Them Know What to Expect
Managing client expectations is essential for building a positive relationship that can survive the complexities of a path to either trial or settlement. Be upfront about the intricacies of MVA cases, potential timelines, and the likelihood of success based on the circumstances of their case. And stay in touch! Clear communication will keep them informed and make your job easier.
5. Put Technology to Work for You
Using technology and automation systems to streamline the onboarding process and enhance efficiency is not just a good idea, it’s vital. CRM software can track leads, automate communications, and manage client information effectively. At Quintessa, we can sync with the most used CRMs in the industry, and even offer live hand-offs to your staff.
Bonus Tip: Work with Quintessa Marketing
Making sure your clients feel welcomed and supported from the beginning is key for your legal firm’s growth and success. By asking the right questions and planning smartly, you can smoothly bring clients into the fold. Of course, partnering with a reliable lead provider like Quintessa Marketing not only helps you bring in new clients, it also positions you to thrive in a tough market. Our innovative retainer-based model secures potential plaintiffs ready to sign and proceed to trial or settlement.
To learn more about how Quintessa can streamline your onboarding, call 888-231-9722 today. See why our motto is, “We work hard to make MVA retainers easy.”
