Description

 

General Description

The Regular Enquiry is the standard workflow for high-value, commercially interesting legal or professional services (e.g., Property Purchase, Inheritance, Divorce). This format requires Admin to schedule a meeting between User and client as soon as possible to avoid losing the client to competition. 

The User must prepare a strategy before the meeting using the Strategy Guide. It utilizes the full Strategy Guide system to generate professional proposals.

Goals & Objectives

Competitive: Ensures that commercially interesting clients are not lost to the competition due to failure of the User to reach the client. We don’t leave it to the lawyer to contact the client - we establish contact with the client on behalf of the User and this also ensures that the client is made aware that their enquiry was received and is being dealt with - again, reducing the possibility that the client will be lost to competitor businesses.

Lead Qualification: Different process employed compared to enquiries from casual browsers by requiring a formal acceptance and strategy process.

Workflow Hygiene: Prevent Users from working "off-platform" by enforcing that the Quote/Offer email is generated and sent from within the BackOffice.

Response Speed: Enforce the "24-Hour Rule" to ensure clients receive immediate contact.