We know it’s a tough time with the Coronavirus changing all of our daily lives, and I want to be sensitive to the impact the sudden changes have had on your law firm. Our team has been working hard to add some new capabilities to Intaker that can help your firm during this pandemic. While everything about this crisis is detrimental, it’s essential to realize the importance of tools that are crisis-proof.
Here are six features and integrations you can use to make things run smoother at your firm.
One: Confirm that your offices are open for business during the crisis
You can easily add a note to your Intaker greeting message, reassuring prospective clients that the firm remains open for business during the COVID-19 crisis time. You can do so by logging in to your Dashboard > Preferences > Client Communications > Custom Greeting Message > Edit
Two: Let your staff receive a text message notification for new leads on their cell phones when working remotely.
When your staff is working from home, they might check their emails or the CRM dashboard less frequently. Send a list of cell phone numbers to email@example.com, and our team will set up instant text message notification to make sure the crisis is not affecting your response rate.
Three: Mention the website chat feature on your voicemail greeting message.
While your staff is getting used to taking calls from their homes, you can mention your site and the chat feature in your voicemail. Your greeting message can direct incoming call traffic to your Intaker for when your staff is busy.
Four: Add “COVID-19 related issues” to your Intaker.
Add the new COVID-19 practice area to inform your website visitors that your law firm is ready to help them with legal problems caused by these crises. You may add it in your Intaker Dashboard > Your Profile > Field: Other > Add COVID-19 Related issue
Five: Send an auto email to all Intaker new leads informing them about your operations during these crises.
You can send an automatic email using your CRM if you already have an integration with Intaker in place. If you don’t have a CRM or integration at this point, you can set one up with Zapier to send the automatic email. This automation could be beneficial after the crisis too. Please email us at firstname.lastname@example.org and ask us for an invitation to Zapier Intaker App. You can also read THIS STEP BY STEP TUTORIAL on how to do it yourself.
Six: Use your stand alone Intaker link more often.
While you might face new challenges running your daily operations, you can rest assure that Intaker will operate 24/7 without any interruptions. Now more than ever, you can rely on your attorney.chat/XXX stand-alone Intaker link to engage with your prospective clients. If you don’t remember what your direct link is, you may find it in dashboard > Publish Tab
Here are a few ways you can use to benefit from your stand-alone link:
- Have it on email autoresponders if you are using them due to COVID-19
- Include it on your email newsletters and blog posts related to COVID-19
- Share it on social media in case you are posting updates on your operations during the pandemic.
If you have any ideas on how we can help you operate efficiently during these disastrous times, drop us a line at email@example.com – we want to hear from you!
Co-founder and CEO