Clients are the lifeblood of any law practice, and the client intake process is the linchpin in managing
a successful firm. The difference between a signed fee agreement and a
missed opportunity often hinges on the effectiveness of your intake process. This CLE
will delve into the critical nuances of client intake. From proper conflict
checks to securing retainer payments, every step is examined to ensure a
seamless, efficient, and client-centric process.
Join us to gain invaluable tips and
strategies that will revolutionize your client intake approach. Learn how to
upgrade each facet of the process, from initial contact to the signing of fee
agreements (including the payment of the retainer). Elevate your practice by
ensuring that every client relationship begins on a solid foundation, paving the
way for success throughout the entire legal journey.
In this CLE, 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 CLE is approved for credit through April 30,
2026.
Presenter:
Jordan Turk | Practicing
Attorney and Legal Technology Advisor at
Smokeball
CLE Credits:
1.0 Standard CLE Credit approved |
Event Code: 505956
Cost:
MSBA Members: $29.95
Non-MSBA
Members: $64.95