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Traditional Intake Forms Vs Estate.Studio

Let's address the elephant in the room. Intake forms suck.

Intake forms have been redesigned over the years, but all have one premise – getting the information required. 

However, numerous problems could impact your practice.
Users can find them difficult to navigate and tiresome.
They can create a sense of disconnect between you and your clients.
Some will point blank and refuse to enter information when requested because they don’t want you to see specific details.

In fact, how many opportunities do you miss because someone stops filling out an intake form?

Your Clients Needs Are Changing

Think about it. When you make a big decision or a considerable purchase, you will do your research first. You’ll look at what options are available to you, look at ratings, reviews, websites, ask friends and family for recommendations, etc. Once you’ve got that information, you’ll make a decision based on your experience and what you’ve found out. 

Your clients go through the same process when looking for the right person to help with their Estate Planning requirements. 

They’ll carry out a search online. They may look at 3 or 4 local Estate Planning attorneys and check out the information available, reviews, services, etc. Then, they’ll proceed to fill out various forms and wait to hear back from someone.

Stand Out From The Crowd

“Thank you for completing our form; one of the team will be in contact.”……

You’d agree it’s not the most rewarding of experiences for a potential client.

Yet this is one of the most essential information transactions at the start of your client’s journey. 

This is a transaction of information and services. They’ve provided the information, and you provide your expertise when you have time to spend with them.

But what about that time in between? 

They’ve filled out forms for you and two others. How are you going to stand out? 

By providing your potential client with something of actual value. Something that has proven to drive engagement, increase conversions, and provide you with better information that allows you to provide a better, more efficient service. 

Quote here from Barry

Tom Fisher, VP Sales & Marketing

What If You Had To Choose?

Now, let’s review what’s on offer. 

Attorney A: Intake form with a thank you note
Attorney B: Intake form with a thank you note and an email asking them to book a call
You: Your short intake form completed, an invitation to check their estate planning score, a full PDF report outlining their current status, a platform where they can upload documents, collaborate with you and other professionals, record assets, invite family and friends, and have a true digital estate planning companion. 

You’ve made a difficult choice easy.

The Conversation Starter

Your potential new client has completed their assessment and received their report. In front of them is their estate planning score. The first question they’ll ask themselves is, “Is this okay?” It’s a natural reaction. If it’s a low score, they’ll possibly have concerns and doubts. 

If they completed the assessment the night before, try to contact them directly on the phone the following morning if possible. Introduce yourself and explain that the score is nothing to be worried about. Everyone has this reaction initially. But it’s your job to help them understand their situation and, more importantly, how you’ll help them improve this score.

Your providing immense free value with access to Estate.Studio and following up with a personal call sets you apart.

What This Means For Your Practice

Access to better data at all times 24/7.
Educated clients who have a genuine interest in how you’re helping them.
A proven strategy to increase conversions and opportunities without additional marketing spend required.
A system that can be implemented with any existing tech stack and have a real impact from day one.

Elevate Your Client Experience Today

Don’t let outdated intake forms hinder your practice. With Estate.Studio, provide your clients with a seamless and engaging experience from the start. Empower them with personalized insights and an interactive platform that sets your services apart.

Discover how Estate.Studio can transform your client interactions and streamline your practice. Try it now with a 14-day free trial. Explore Estate.Studio now and take the first step toward a more efficient and client-focused future.

Get Started Today

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