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    Upgrade Your Client Intake: Ten Simple Steps to Make Life Easier[CC]

    Upgrade Your Client Intake: Ten Simple Steps to Make Life Easier[CC]
    LPM 60 min

    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:

      12/05/2026

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/05/2025

    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:

      11/25/2025

    1.00 total credit hours including

    • Other-Office Management

      Status:

      Approved

      1.00 credit hours

      Available until:

      12/05/2026

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    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

    Sponsors

    American Bar Association

    Product Code

    CE2112LAW2OLC

    Duration

    60

    Publication Date

    12/6/2021 12:00:00 AM

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