Master Your Client Intake | 12 Steps to Seal the Deal

Event Description


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


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: TBD


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

Register for this Event


Thursday, March 28, 2024

12:00 PM to 1:00 PM

Live Webinar - Zoom