Clients dictate the success of your law practice - this is how you get revenue and grow your firm. And arguably, the intake process to procure those clients is the most critical part of managing a practice. This is where mere inquiry transforms into a committed partnership between potential new client and attorney.
Picture this: the initial consultation, a gateway to the entire case lifecycle, where every word exchanged sets the stage for what follows. This is where excellence in intake matters most. It's not just about securing a signature on a fee agreement; it's about cultivating trust and confidence from the get-go.
In this CLE session, we're not just offering tips; we're revolutionizing your intake process. From conflict checks to ensuring prompt retainer payments, every step in the intake process is an opportunity to elevate your practice. Join attorney Jordan Turk as she embarks on a journey to redefine client acquisition and retention in law firms.
In this free CLE webinar, you’ll learn:
Where and how to automate your client intake process
Tips and strategies to improve your intake process, many of which you can implement immediately in your law firm
How to painlessly collect consultation fees, and reduce or eliminate the risk of non-payment
What unique provisions you should consider adding into your fee agreements to make clients feel more comfortable
Webinar duration: 60 minutes.
This webinar is eligible for CLE credit in multiple jurisdictions.*
This program is eligible for 1 hour of CLE credit in 60-minute states, and 50 minutes of CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. CLE credit has been applied for in the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, IA, MN, MO, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, TN, TX, UT, VT, WA, WV, WI, and WY. For states not listed above, you may still apply for reciprocity CLE credit if applicable.
To be eligible for CLE credit for this webinar, you must attend the entire LIVE duration of this webinar and participate in the polls. Note, partial CLE credit for this course is not available.
You cannot watch the program in a group if you wish to earn CLE credit. If you do choose to watch the event in a group, ensure that you are also logged in on your own personal device, under your log-in credentials, as we will need proof of your attendance (though it is highly recommended that you view the event from your own personal device).
If you have met the participation requirements, you will receive a personalized CLE affidavit from mcle-smokeball@americanbar.org for the program at which you attended at least one session to completion. Please check your spam or junk folders as these emails often end up there. Please note you will fill out one affidavit for the full event. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-smokeball@americanbar.org. You must fill out your CLE attendance affidavit and have your certificate in-hand within 3 weeks after the program ends to be eligible to receive CLE credit from this webinar.
Jordan is a practicing attorney in Texas, and the Legal Technology Advisor at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms.
Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.
In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.