$45
Join first, then login to BHBA+ to access this program.
You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above.Â
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 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.
Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.
This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.
BHBA has been a leader in the legal profession, advocating for justice, and serving the community since 1931, including founding groundbreaking public interest programs and becoming a nationally recognized provider of quality CLE programs and innovative member benefits. Lead. Advocate. Serve.
