Tuesday, April 9, 2024

May 9: The Art of Intake: Getting and Retaining Clients

Clients dictate the success of your law practice - this is how you get revenue and grow your firm. And arguably, the intake process to procure those clients is the most critical part of managing a practice. This is where mere inquiry transforms into a committed partnership between potential new client and attorney.
Picture this: the initial consultation, a gateway to the entire case lifecycle, where every word exchanged sets the stage for what follows. This is where excellence in intake matters most. It's not just about securing a signature on a fee agreement; it's about cultivating trust and confidence from the get-go.
In this CLE session, we're not just offering tips; we're revolutionizing your intake process. From conflict checks to ensuring prompt retainer payments, every step in the intake process is an opportunity to elevate your practice. Join attorney Jordan Turk as she embarks on a journey to redefine client acquisition and retention in law firms.
In this free CLE webinar, you’ll learn:
  • Where and how to automate your client intake process
  • 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 to make clients feel more comfortable,
Title:
The Art of Intake: Getting and Retaining Clients
Date/Time:
May 9, 2024
11:00 AM PDT
Webinar - Register Now!
Speaker:
Jordan Turk is a practicing attorney in Texas, and the Legal Technology Advisor at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family law practice, she’s passionate about legal technology and how it can revolutionize law firms.
‍ Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and 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 (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.
In Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.
Credit:
This program is eligible for 1 hour of CLE credit in 60-minute states, and 50 minutes of CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules. CLE credit has been applied for in the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, IA, MN, MO, NE, NH, NJ, NM, NY, NC, OH, OK, OR, PA, TN, TX, UT, VT, WA, WV, WI, and WY. For states not listed above, you may still apply for reciprocity CLE credit if applicable.
By:
Smokeball

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