Seamless Client Intakes with Eric Proos

In this episode, Alay and Eric discuss: 

  • Putting in the time to learn the craft. 
  • A frictionless approach to the client journey. 
  • Developing functional workflows. 
  • Defining roles and responsibilities with a focus on strengths. 

Key Takeaways: 

  • Use a detailed intake process to weed out the clients that are not right for you. 
  • Take the time in the beginning to build your intake process and run all the scenarios you can think of. It will save you so much time every week. 
  • Running a law firm is still a business. You have to focus on the business side, not just the legal side. 
  • Take the time to put energy and effort into the things that matter most to you – whether that’s learning a new practice area or streamlining your client experience. 


Tweetable Moments:

  • “I knew it was a passion. I knew that’s what I wanted. So I took the time and dedicated it to that.” —  Eric Proos
  • “If you can invest three hours or so to get a savings of 10 hours per week, every week going forward, you have got to take that seriously.” —  Alay Yajnik
  • “I want my client experience to be as frictionless as possible. So I’ve put in the time to develop a very detailed intake process.” —  Eric Proos
  • “It’s never been easier to run a law firm with the tools, the software, the virtual assistants, the fractional work that you can bring on board.” —  Alay Yajnik


About Eric Proos:

Eric Proos was inspired to become a lawyer after his family experienced workplace violence first-hand, which left them and the other victims with minimal legal remedies. After years of working with law firms representing businesses and individuals in transactional and litigation matters, he went on to start the Los Angeles boutique firm, The Law Office of Eric. J. Proos, P.C., where he concentrates on business and real estate transactions, as well as acting as outside general counsel for several companies. From a unique subscription model offering for small businesses to creating personalized approaches for each client, Eric is a modern lawyer rooted in classic principles. For the last three years, Eric has been selected as Super Lawyers Southern California Rising Star, is a contributor for Inman, and shares his daily thoughts on what’s happening in the law on his LinkedIn page. He can provide unique insights on business formation, contracts, and sales operating agreements, as well as what’s happening in commercial and residential real estate laws and landlord/tenant issues. 


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