Master Your Client Intake | 12 Steps

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.

Jordan Turk | Practicing Attorney and Legal Technology Advisor at Smokeball

CLE Credits:
1.0 Standard CLE Credit approved | Event Code: 505956

MSBA Members:  $29.95
Non-MSBA Members:  $64.95



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