We are dedicated to the concept that how it FEELS is equally as important as the winning results we obtain for our clients. This is being client-oriented.
Being client-oriented means being process-oriented, so we are consistent and always do what we say we will do. We make the process as smooth as possible to limit stress for our clients.
First, you interview us in a complimentary phone interview with one of our Lawyers.
We discuss your legal matter, if it is the type of legal matter our office handles. If yes, and if it is a legal matter that is something that you should pursue in general; then, it turns to whether you like US specifically. If you think Lion Legal is a good fit for you and if you like our approach to practicing law. We are definitely not the right fit for everyone and every case.
If you decide you want to hire us – whether in that call or you think about and call/text/email us back, then we move to the client on-boarding / Intake process.
Client On-boarding / Intake Process
Client Onboarding is a FACT and DOCUMENT gathering mission. It is three steps –
1. signing a client agreement,
2. making your payment & setting up autopay if you are using our payment option; and,
3. filling out an intake form/providing us copies of all documents you have initially.
You get to choose! Intake can be in person or electronic. There is no fee difference in the two and it is completely up to you, to choose what works best for you.
Some clients prefer in person because they are not comfortable with the electronic format or are paying in cash. Others prefer the convenience and speed of the electronic option.
If in person, you can come by any time during our normal business hours and our Front Office will have notes from your phone interview and be ready to have you sign a client agreement and make your payment. If electronically, our Front Office will email you the link to sign the client agreement – you do not have to print – and to make your payment.
Whether in person or electronic, you must fill out your intake form electronically. We can set you up to do that in the office – in one of our conference rooms – or we can email you the link. We insist on this because we have found that clients who fill out the form electronically are much more thorough when typing the answers themselves versus when they are rushed verbally answering questions for a Client Coordinator to type in for them. The more information we receive on the front end, the faster and more effective we are in working your legal case.
Intake is not a test & you cannot fail. We are simply trying to gather as much information as we can on the front end to effectively move your case through the process. Do not stress or feel pressured to research any answers. Simply, provide as much information as you easily can, to put us in the best position to move your case forward as quickly as possible.
Once you’ve completed the intake process, you will receive confirmation of completion of your intake and you will receive a Welcome Email within three business days.
Our Front Office has to finish it’s work on the backend to “open your file.”
Once we finish opening the file, then it is transferred to the Back Office – lawyers and paralegals – who will review and take the next step.
Within THREE BUSINESS DAYS of your completing your intake with our Front Office, you will receive a Welcome Email, which confirms again what you’ve hired us to do, payment plan, what you should be doing, what we are going to do next, and it schedules a Welcome Phone Call – unless your case is a criminal matter, then you don’t need a Welcome Phone Call this early in the process.
The WPC is scheduled usually about a week out with the initial attorney in the division your matter is in to give us time to review what you’ve provided in intake, review previous pleadings, roughly outline a legal strategy and be READY to talk with you about the direction of your particular case.
The weeks’ time also allows the Back Office to handle any immediate deadlines, so we can work on a big-picture legal strategy.
Welcome Phone Call
The WPC is with an attorney in our Back Office and is designed to happen early in the representation to answer your questions about how the process is going to work, reasonable expectations and reasonable timelines.
We will confirm a third time what you’ve hired us to do, what you should be doing, what we are doing, answer any questions you have, ensure you understand the general legal process, and our initial legal strategy on your case.
After these initial steps, every following step in your case is customized to the facts and timeline of your particular matter, so you’ll the answers to when you’re going to hear from us again, what you should be doing, and what is going to happen next at the completion of your WPC.