Elevate Your Client Intake: 12 Ways to Improve Your Process

About this session

Who it's for

Law firms with outdated or nonexistent intake processes

What we cover

Learn how to upgrade your fee agreements, automate your intake, and sign clients faster

Why it matters

Secure more money and improve client perception of your firm

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!

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

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.

Powering People-Law: a new look for who we’ve always been