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
Presenter:
Jordan Turk, Practicing Attorney and
Legal Technology Advisor at
Smokeball
Jordan Turk is a
practicing attorney in Texas and is also the Legal Technology Advisor at
Smokeball. She earned a B.A. in Classics, History, and Religious Studies from
the University of Texas, and went on to earn her law degree from the University
of Arkansas School of Law. Prior to Smokeball, Jordan worked with a high-asset
family law firm in Houston,
Texas.
CLE Credits:
1.0 Standard CLE Credits | Event Code: 501846
Cost:
MSBA/HCBA/RCBA Members: $10.00
Non-Members: $50.00
Law Student: Free
Deadline to register: March 26, 2024
Remote Participation: This program is a webinar only. Remote instructions will be emailed to
you the day prior to the event.
Payments:
Please register online or over the phone by credit card whenever possible. If
you must pay by check, please use this registration
form. If you need assistance, please contact the program manager.
Cancellations: Need to cancel? Please see our cancellation
policy.
Accommodations:We are committed to creating an inclusive environment in which all
members can participate fully. If you need reasonable accommodations to
participate in this event, please notify the program manager with at least 72
hours notice prior to the meeting to allow sufficient time to make arrangements
for accommodations. Thank you.
Program Manager:
Jennifer
Carter
jcarter@mnbars.org