CLE WEBINAR

Elevate Your Client Intake: Twelve Ways to Improve Your Process

Clients are the lifeblood of every law practice. And arguably, the intake process to procure those 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 dictates 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 CLE will take you through the entire intake process, from conflict checks to the signing of fee agreements (and payment of the retainer!), and give you tips and strategies to completely upgrade your intake.

Join Jordan Turk, practicing attorney and Smokeball’s Legal Technology Advisor, for this free CLE webinar.* She’ll share how you can streamline your intake processes, get more money in the door, and improve client perception of your office. Little tweaks can make a huge difference!

In this webinar, you’ll learn:

  • How to automate your client intake process as much as possible
  • Twelve tips and strategies to upgrade your intake process, many of which you can implement immediately in your firm
  • How to painlessly collect consultation fees, and reduce or eliminate the risk of non-payment
  • What unique provisions you should consider adding in to your fee agreements

Register for the webinar

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Featured Presenter

Jordan Turk

LEGAL TECHNOLOGY ADVISOR

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.

 

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