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Elevate Your Client Intake: 12 Ways to Improve Your Process

Elevate Your Client Intake: 12 Ways to Improve Your Process

Elevate Your Client Intake: 12 Ways to Improve Your Process

Law firms with outdated or nonexistent intake processes
Learn how to upgrade your fee agreements, automate your intake, and sign clients faster
Secure more money and improve client perception of your firm

What attendees are saying:

“One of the best presenters I’ve had.” -Dayrell S.
“Almost everything Jordan mentions has happened to me!” -Ronald C.
“Good examples and practice tips from real life experiences.” -Kim S.
Jordan Turk
Attorney and Director of Education & Attorney Development at Smokeball
Read TranscriptExplore other Webinars

About this session

Arguably, the intake process to procure clients is the most critical part of managing a firm. A good intake process can mean the difference between a client signing a fee agreement and a client walking out the door, absent retainer payment.

The initial client consultation sets the tone for the entire case, so you need to be certain that you are starting the relationship off on the right foot, every time. This webinar will give you strategies to completely upgrade each step of your intake process, from conflict checks to the signing of fee agreements--and payment of the retainer!

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In this free on-demand webinar, you'll learn:

Where and how to automate your client intake process
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

More resources:

10 Best Practices for Transparent Client Communications

Crafting Attorney Fee Agreements: Must-Have Clauses and Best Practices

The Ultimate Guide to Law Firm Intake

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