Upgrade Your Client Intake: Ten Simple Steps to Make Life Easier
Wednesday, February 23, 2022 |12:00 pm-1:00 pm
Please note that this program is a live webcast only and will not be available on demand.
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.
Free to Members | $69 for Nonmembers
New York: 1.0 Law Practice Management
New Jersey: 1.1 General
California: 1.0 General
Pennsylvania: 1.0 General
Connecticut: Available to Licensed Attorneys
This program provides transitional/non-transitional credit to all attorneys
The client intake process is arguably the most critical part of law firm management. This is how you get clients. This is how you procure retainers and generate cash flow for the firm. The initial client consultation sets the tone for the entire case, so you need to make sure you start off on the right foot, every time. This program will take you through the entire client intake process, from initial conflict checks to the signing of the fee agreements, and will give you tips to make it easier on the firm (and the client). If your goal is to streamline your processes, get more money coming into the firm, and improve client perception of your office, then this program is for you.
Join attorney Jordan Turk as she takes you through the most efficient intake procedures and gives you some first-hand stories about her intake trials and tribulations. All it takes is ten steps to upgrade your intake process and make your life easier.
Click Here to View Program Agenda & Faculty
Jordan Turk, Attorney and Law Practice Advisor, LawPay
Small Law Firm Center