If you have seen the new shareable link feature for your online client intake questionnaire then you might be wondering how to use it? If you don't know what I am talking about then head over to new features to get the instructions to turn that feature on.
Please note that this feature assumes you are a lawyer, so you can only use it to onboard clients for a legal practice (not for mediation).
I have been thinking about it, and I think the ways you can use this feature are -
- Inside the Legal Chat Bot
- In the email that the Legal Chat Bot automatically sends to someone
- A live link on a specific landing page
- A live link on your home page
- As part of an automated email (e.g. a Mailerlite sign up form)
- A link shared as an automated message on one of your social media platforms
How you use it will depend upon your particular practice, but I think if I had to choose one and make a general recommendation then I would recommend the automated email option. I will explain why.
I think the Legal Chat Bot should continue to be reserved for triaging the people who are browsing your site, so asking questions to figure out whether they want family law or another area of law, getting contact details, and perhaps offering to make a booking for a 15 minute discovery phone call. You could offer that they can continue with the live intake in the email that the Legal Chat Bot sends out, but I feel that the goal of the Legal Chat Bot should be to engage with the browsers, so you need a low level of buy in. Don't mention something as comprehensive as our online client intake in the Chat Bot or people might decide it is too much, particularly people who feel they have 'just a quick question'.
I think a live link on your home page will just result in a lot of people clicking on it, to then think no that is too much effort and close it again. That is not a positive interaction with your page.
What I am actually recommending (and again this will be different from firm to firm) is a specific landing page that explains the onboarding process, where if they want to participate they fill out the Mailerlite sign up form and get sent the link in an email. The reason that I am recommending this is you want to get rid of tyre kickers, people who want to fill out that form to 'just get a quick answer' (i.e. take your time for free).
A landing page allows you to explain the onboarding process and the cost, invite them to fill out the Mailerlite (or other email manager) form, and then the automated email that they get in response could again remind them of the process and the cost with the button to start intake at the bottom of that email. This allows you to make sure that you aren't hearing from tyre kickers, and if they later complain that you didn't explain the costs then you will know that you actually explained the costs twice (on the landing page and in the email).
Now of course your client base may be fairly cluey and ready to go, or you may have an option on your website for people to pay automatically, in which case maybe you want to give them the option to launch themselves. It will be different from firm to firm. This is just my most general, most blanket recommendation.
If you want to get started using the shareable link, but you don't have time to sort it out yourself, then we can set up the shareable link on a landing page for you, with all of the associated email prompts and automations (like putting the new email address into your CRM) for $990 including GST.