OPUS Intake’s involvement may take various forms including, remote presentations, on-site training, coaching workshops, management classes, one-on-one sessions, with limited or full engagements. At OPUS Solutions, we fit our training around your needs and goals.
At OPUS, the goals of engaging with your law firm are simple – we want to help you sign more cases through our direct involvement by maximizing the work and results of your Intake Team. Depending on the needs of your firm, OPUS can train, coach and consult in a variety of methods and on a variety of topics.
The Latest Learning Product form OPUS!
OPUS Intake is excited to announce our newest e-learning program. Joining forces with the esteemed intake consultant and veteran Chris Mullins, “The Phone Sales Doctor”, OPUS has combined it’s one-of-a-kind eLearning platform with Ms. Mullins’ groundbreaking program “Great Marketing Is Not Enough If Your Prospects Don’t Convert™”. Each step in the intake process is broken down and Chris infuses it with both inspiring energy and valuable lessons to remember and grow.
Simply put, there is no other program available for law firms that want to convert more prospects into high paying clients. Chris Mullins will, personally, work with your Intake Sales Specialists to build strong relationships and ultimately convert prospects at higher levels. Overall, this level 1 course focuses on the mindset of callers, the why behind using the script, and how to use the “5-Step Relationship Sales Conversion Script™.
OPUS Training
In legal intake, practice really does make perfect for staying in shape and achieving that “competitive edge”. OPUS training gives the intake team a greater understanding of their roles and responsibilities and in turn builds team confidence. OPUS training programs allow you to strengthen skills that each employee needs to improve. With OPUS, intake veterans stay sharp and motivated, new hires hit the ground running, and everyone speaks the same language, runs from the same playbook…it is the very foundation for intake success.
OPUS Coaching
OPUS focuses on individuals and the team “applying” what they’ve learned and takes OPUS Training to the next level. OPUS offers many types of coaching plans and packages all focused on providing an effective improvement system so specialists easily understand exactly the areas that need further work. This applies to the individuals, to their teams, and to the department as a whole (systemic). OPUS Coaching helps team management by equipping people with the tools, knowledge, and practice they need to fully develop themselves to be effective in their commitment to themselves, the company, and their work.
Intake Manager Consulting
Some managers work exclusively by the numbers – they can undervalue a ‘human’ dynamic that truly motivates, like training on sales, problem solving, team building, and leading. Other managers can short-change the practical systems and processes like performance metrics, capacity and forecasting that achieve bottom-line efficiency and ROI. Finally, some managers are great leaders and excel in efficiency as well but are simply not good in the teaching and training of others. Whatever skills are needed to achieve an effective balance, they can be taught. So important are your managers to the success of the intake department, that OPUS routinely prioritizes the optimizing of intake managers and our “train-the-trainers” programs over every other aspect of the engagement.
OPUS Call-Monitoring and Review Programs
OPUS leads the industry in success through Call Monitoring and legal intake managers increasingly use OPUS for their call monitoring, call scoring and call evaluation programs. Bringing an invaluable set of tools to enhance the transparency and consistency of quality assurance practices within the intake department (many of them pioneered by OPUS) firms are reaping incredible benefits as a result.
Evaluations and Analysis
Before an intake department can be optimized, before personnel are trained and processes refined, we must first understand where we are starting and see ‘root causes’ as opportunities for improvement.
To do this, OPUS rolls up its sleeves and gets under the hood. Together, we chart the best course forward, and lay out measurable goals and objectives, as well as establish our baselines and criteria for measuring success along the way.
OPUS Intake’s Complete “Intake 101” e-Learning Series for Beginner Intake Specialists
This is the program that put us on the training map, the 13-Week, 3-course, 18 One-Hour Lesson eLearning system, including all mastery levels (basic, advanced and instructor editions), all videos, tests, interactive exercises and more – all bundled together in this easy purchase method.
Course 1: Making a Good Connection
This program deals with making a good first impression and the importance of understanding the history of the law firm. You will learn specific techniques of phone presence and how to use the history of the firm to make a positive connection with the potential new client.
Course 2: Level 1 and Level 2 Roles and Responsibilities
This program deals with the division of tasks between Intake Specialists, with some tasks emphasizing getting the basic information and some dealing with closing and sending a contract.
Course 3: Total Quality: A Client Centered Focus
This program introduces basic Six Sigma or Total Quality concepts and their relation to the work of the Intake Specialist. You will learn several basic concepts of the Six Sigma management process and how they relate to your daily work.
Tort Training Today: Taxotere
A full 8-10 minute course that can actually train partners and staff on how to acquire and intake Taxotere cases. This is built on OPUS’s powerful “eLearning platform” with interactive tests, exercises and activities included that are essential to effective intake and tort training and ensures the viewing staff are understanding the information being presented
Tort Training Today: IVC Filters
A full 8-10 minute course that can actually train partners and staff on how to acquire and intake IVC Filter cases. This is built on OPUS’s powerful “eLearning platform” with interactive tests, exercises and activities included that are essential to effective intake and tort training and ensures the viewing staff are understanding the information being presented
