Is your firm’s intake process in need of an overhaul? Do you have difficulty converting new potential clients and referrals into clients? With poor communication being cited as the number one reason for client complaints to the bar, it is more important than ever to stay on top of matters and set a good model for communication early on.
In this pre-recorded webinar, Maddy and Michael will go over some of the essential tools and processes that firms can implement to ensure quick response times to prospective clients, and prevent good leads from falling through the cracks.
From discussing tools for automating lead capture and new-client intake, to reviewing examples of lead-qualification questions and intake forms, in the session you’ll get an in-depth look at how to best organize the intake process and convert more leads to new clients.
What You’ll Learn:
Watch to the webinar here.
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