Improve Your Firm’s Responsiveness - Potential Clients & Client Intake

Event Description

Deadline to Register: Tuesday August 20, 2019


Is your firm’s system for responding to potential clients in need of an overhaul?  In this session, you will learn how to convert more leads into new clients using automation! Combine tools within your practice management and calendaring software to capture, qualify, and convert leads into new clients. Plus, learn how to monetize referrals when leads are not a good fit. You'll receive examples of the best lead-qualification questions, lead-intake forms, and a "playbook" for automating the entire process from lead capture to new-client intake. You'll also learn how to outsource most of the workflow to virtual receptionists to save time and money.

  • Learn the best lead-qualification questions and how to standardize and outsource them.
  • Learn the optimal workflow for new client intake using your CRM, CMS, and calendaring software.
  • Learn how to monetize and automate referrals to other law practices.
  • Learn how to use virtual receptionists for inbound and outbound lead & referral calls.


Maddy Martin is the head of growth and education for, a virtual receptionist & intake service for live calls and web chat. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO, content marketing, social media, comarketing, and event marketing. Maddy can be reached at

CLE Credits:

1.0 CLE credit will be applied for | Event Code: 277703


MSBA Member:  FREE
Non-Member:  $35.00 
Law Student: FREE

Remote Participation: Instructions will be sent the day before the CLE.

If you cannot find the instructions, please check your junk or spam folder. If you did not receive the instructions, check your email receipt to confirm you are registered for this event. If you are registered and did not receive the instructions, email


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Pre-Registration is Closed

Thursday, August 22, 2019

12:00 PM to 1:00 PM