Upgrade Your Client Intake: 12 Steps to Close the Deal
About this program
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
This OnDemand CLE program earns 1 hour of General credit in California. It aired January 10, 2024 and features Jordan Turk.
Speaker
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