Publications | E-Book
Landing a Federal Law Job: Finding Success in the U.S. Government Job Market
Upgrade Your Client Intake: Ten Simple Steps to Make Life Easier[CC]
![Upgrade Your Client Intake: Ten Simple Steps to Make Life Easier[CC]](/content/dam/aba-cms-dotorg/products/ecd/ondemand/418817818/418817818.Def.L.png.transform/product-2x/img.png)
Upgrade Your Client Intake: Ten Simple Steps to Make Life Easier[CC]
The client intake process is arguably the most critical part of law firm management. This is how you get clients. This is how you procure retainers and generate cash flow for the firm. The initial client consultation sets the tone for the entire case, so you need to make sure you start off on the right foot, every time.
Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
Ethics
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
Lawyering Skills
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/31/2023
1.00 total credit hours including
-
General
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Applied for
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Applied for
1.00 credit hours
Available until:
12/31/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2026
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2025
1.00 total credit hours including
-
Law Practice Management
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
Law Office Management
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Self apply
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
Ethics
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
Law Office Management
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2024
1.20 total credit hours including
-
General
Status:
Reciprocity
1.20 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2026
1.00 total credit hours including
-
Law Practice Management
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Applied for
1.00 credit hours
Available until:
12/31/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Applied for
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
Professionalism (General)
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
Practical Skills
Status:
Self apply
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
12/05/2023
1.00 total credit hours including
-
General
Status:
Available for credit
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
Ethics
Status:
Applied for
1.00 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Applied for
1.00 credit hours
Available until:
12/05/2024
1.20 total credit hours including
-
General
Status:
Approved
1.20 credit hours
Available until:
12/05/2024
1.00 total credit hours including
-
General
Status:
Approved
1.00 credit hours
Available until:
10/31/2023
1.00 total credit hours including
-
Other-Office Management
Status:
Approved
1.00 credit hours
Available until:
12/05/2026
1.20 total credit hours including
-
Office Management
Status:
Applied for
1.20 credit hours
Available until:
12/05/2024
$00
NON-MEMBERS
$00
MEMBERS
$00
YOUR PRICE
*Additional discounts may apply at checkout
Log In to view your rate
Unlock the discounted member rate
Join first as a member, and then purchase this product at special member pricing
Closed Captioned.
This program will take you through the entire client intake process, from initial conflict checks to the signing of the fee agreements, and will give you tips to make it easier on the firm (and the client). This includes access to templates and forms that you can start using immediately in your office. If your goal is to streamline your processes, get more money coming into the firm, and improve client perception of your office, then this programs is for you.
Join attorney Jordan Turk as she takes you through the most efficient intake procedures and gives you some first-hand stories about her intake trials and tribulations. All it takes is ten steps to upgrade your intake process and make your life easier.
Product Details
Speakers
Sponsors
American Bar Association
Product Code
CE2112LAW2OLC
Duration
60
Publication Date
12/6/2021 12:00:00 AM
Related Products
Publications | E-Book
2015 Legal Technology Survey Report: Combined Volumes I-VI
Publications | Book
Bar Exam MPT Preparation & Experiential Learning for Law Students, Second Edition
Related Events
May
25
Events | Webinar
Women?s Wednesday Virtual Webinar
The Women’s Caucus Steering Committee Members will briefly introduce themselves, the topic, and the format, and will then lead breakout discussions.
Nov
09
Events | In-Person
National M&A Institute 2023
ETHICS 60 min
Gain an in-depth perspective on negotiating business acquisitions that covers both fundamental and cutting-edge issues. Expert panelists include nationally known mergers & acquisitions attorneys from…
Oct
19
Consumer Financial Services Basics 2023
CLE 60 min
Consumer financial services laws and regulations can leave even the experienced lawyer feeling overwhelmed, and the learning curve can sometimes seem steep. Gain confidence by joining experts in the…