city
👋 Hello! It looks like you're visiting from the US. Do you want to visit our American site?
👋 Hello! It looks like you're visiting from the UK. Do you want to visit our UK site?
👋 Hello! It looks like you're visiting from Australia. Do you want to visit our Australian site?
×
SmokeballArrow iconLegal ResourcesArrow iconOn-demand WebinarsArrow icon

The Art of Intake: Getting and Retaining Clients

The Art of Intake: Getting and Retaining Clients

The Art of Intake: Getting and Retaining Clients

Law firms looking to retain and expand clientele
A gateway to revolutionizing your intake process
Land new clients, increase revenue, and grow your firm

What attendees are saying:

“Good overview. A few tips I hadn't thought about.” -Ross E
“Outstanding presentation about a very important topic!” -Pamela K
“Extremely valuable intel. Client intake and billing practices are courses they should offer in law school for anyone who wants to practice either solo or in a firm.” -Robert M.
Jordan Turk
Attorney and Director of Education & Attorney Development
Read TranscriptExplore other Webinars

About this session

The intake process is arguably the most critical part of managing a practice. 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 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 on-demand webinar, you'll learn:

Where and how to automate your client intake process
What unique provisions you should consider adding into your fee agreements to make clients feel more comfortable
How to painlessly collect consultation fees, and reduce or eliminate the risk of non-payment

More resources:

10 Best Practices for Transparent Client Communications

Elevate Your Client Intake: 12 Ways to Improve Your Process

The Ultimate Guide to Law Firm Intake

Looking for more?

Don’t Click That! Cybersecurity for Legal Professionals

In this eye-opening CLE, attorney Jordan Turk will demystify cybersecurity for the modern law practice. You’ll learn how to recognize common threats, implement practical safeguards, and meet your ethical duty of competence, without needing an IT degree.

15 Things I Wish I’d Learned in Law School

Join attorney Jordan Turk for a candid, practical session that covers the lessons every lawyer wishes they’d learned sooner, from an attorney who’s been there, made the mistakes, and lived to tell the tale (mostly).

Integrating AI Into Your Daily Law Practice: Practical Uses and Ethical Considerations

In this eye-opening CLE, attorney Jordan Turk will demystify cybersecurity for the modern law practice. You’ll learn how to recognize common threats, implement practical safeguards, and meet your ethical duty of competence, without needing an IT degree.