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Intake Solutions

The initial phone call is the most crucial part of the retention process

Make the Very Best Impression

During these challenging economic times, the initial phone call for the potential client and your business, is absolutely the most crucial part of the retention process. The potential client is in unchartered waters; scared, embarrassed, vulnerable, and uncertain of how best to proceed.  This could be the only opportunity you have to make the very best impression and retain the client. 

An Effective and Expedient Approach

We have many years of experience in dealing with consumer law clients. We handle all initial phone calls and emails from potential clients, 24 hours a day, 7 days a week. Our effective and expedient approach places the client’s mind at ease, which translates into higher show rates, new clients, and ultimately higher profits for your business. The Castle Consulting Firm has perfected this model to effectively, efficiently, and ethically bring more clients through the door. Additionally, we utilize several important forms such as the initial intake form. This especially thorough form facilitates a smooth and efficient intake process, thus making it easier to assess the client’s needs and your ability to assist them.

Meeting with the client is another critical aspect to the retention process.  The Castle Consulting Firm has devised and perfected a unique and methodical approach to meeting with the potential client.  This portion of the model is proven to increase your ability to retain a higher percentage of new clients.  At the same time, assuring the client that their case will be handled fully and competently by an experienced attorney.  Moreover, this proven approach will increase attorney fees and free up the attorney to do what’s most important; focus on their ever growing case load. 

Experience that Matters

For more than a decade The Castle Consulting Firm has worked with numerous attorneys and law firms.  We have earned an esteemed reputation in the legal field for providing a unique consulting approach which combines a thorough knowledge of consumer law operations and a heightened awareness of the best practices.  We are a team specializing in the development of financial and business operation strategies, while also providing expertise in the implementation and management of such.

There are so many moving parts to a law firm; all of which are necessary in making it successful.  It is imperative that each department be kept on task and motivated to exceed expectations. All of this requires a skill set that most attorneys were not taught in law school.  By hiring The Castle Consulting Firm you will never have to worry about the day to day operations of your business; that’s our expertise.  Now hiring an office manager might solve the issue of ordering supplies and other clerical aspects of the business, but The Castle Consulting Firm does so much more.  Not only will our firm oversee and manage but we will motivate to increase productivity and profitability, develop the image, and handle marketing, client retention, reception, administration, personnel, budgets, purchasing, accounting, forms, payroll, facilities, technology, and telecommunications.  These are all very important pieces to the puzzle of success and nothing could be more effective than having an expert put it all together for you.

We have perfected this model to effectively, efficiently, and ethically bring more clients through the door.

Experience that Matters

For more than a decade The Castle Consulting Firm has worked with numerous attorneys and law firms.  We have earned an esteemed reputation in the legal field for providing a unique consulting approach which combines a thorough knowledge of consumer law operations and a heightened awareness of the best practices.  We are a team specializing in the development of financial and business operation strategies, while also providing expertise in the implementation and management of such.

There are so many moving parts to a law firm; all of which are necessary in making it successful.  It is imperative that each department be kept on task and motivated to exceed expectations. All of this requires a skill set that most attorneys were not taught in law school.  By hiring The Castle Consulting Firm you will never have to worry about the day to day operations of your business; that’s our expertise.  Now hiring an office manager might solve the issue of ordering supplies and other clerical aspects of the business, but The Castle Consulting Firm does so much more.  Not only will our firm oversee and manage but we will motivate to increase productivity and profitability, develop the image, and handle marketing, client retention, reception, administration, personnel, budgets, purchasing, accounting, forms, payroll, facilities, technology, and telecommunications.  These are all very important pieces to the puzzle of success and nothing could be more effective than having an expert put it all together for you.

Our model has been examined and approved by judges, bar association members, and some of the most prominent attorneys in the nation.  All agreeing that our model is not only highly effective, but more importantly, ethical.  The Castle Consulting Firm’s unique and methodical approach can be implemented immediately, allowing your business to reap the rewards of its success.  We are excited to bring this opportunity, and all of our expertise, to you and your business.

Our Services

Helping Consumer law firms.

The Castle Consulting Firm is unsurpassed in its pioneering efforts in the legal field, and now we are making it available to you.

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602-851-8400

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