The Art of Intake: Getting and Retaining Clients

About this session

Who it's for

Law firms looking to retain and expand clientele

What we cover

A gateway to revolutionizing your intake process

Why it matters

Land new clients, increase revenue, and grow your firm

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

Featured presenter(s)

Jordan Turk

Attorney and Director of Education & Attorney Development at Smokeball

Jordan is a practicing attorney in Texas, and the Director of Attorney Education and Development 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.

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