Upgrade Your Client Intake: 12 Steps to Close the Deal

$45

FREE FOR BHBA MEMBERS

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Upgrade Your Client Intake: 12 Steps to Close the Deal

Credit Hours:

1.00

Specialty Area:

None

Credit Type:

General

Original Air Date:

January 10, 2024

Credit Eligible In:

California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. Email for accreditation information in your state.

Upgrade Your Client Intake: 12 Steps to Close the Deal

The client intake process is one of the cornerstones of effective law firm management; this is how you acquire new clients and expand the firm’s reach. This CLE is designed to comprehensively guide you through every stage of the client intake journey, starting from initial conflict checks to the signing of fee agreements (and payment of retainers!). Additionally, it provides valuable insights and strategies aimed at streamlining this process for the benefit of both the firm and its clients.

In this CLE webinar, you’ll learn:

-Where and how to automate your client intake process
– Twelve 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

Jordan Turk

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Jordan Turk, Legal Technology Advisor, Smokeball

Jordan Turk is a practicing attorney in Texas, and is also the Legal Technology Advisor at Smokeball. Her family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She 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, Jordan discovered the world of legal technology which ultimately brought her to Smokeball. Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.