- Ever wish you could streamline your solo or small firm practice to easily track contacts, client leads, tasks, and reminders?
- Or send out client intake forms with a few clicks of your mouse, set a due date for clients to complete forms, and automate client reminders?
- Maybe you’ve been longing to implement eSigning of fee agreement and engagement letters, but you’re not quite certain how to get started.
Free Webinar – January 12, 2016
Learn how to do all the above at our free webinar on January 12, 2016 with Lexicata – the all-in-one client relationship management and client intake solution exclusively for lawyers.
We are excited to offer this webinar in the new year, as Lexicata is really the only product on the market that can offer true client intake online – a feature many lawyers want to incorporate into their practice, but find cost-prohibitive to develop on their own.
Register now for this free program. This will be an accredited CLE touching on client intake and engagement practices folded into a Lexicata demonstration. Even if you aren’t ready to make the move to online client intake and engagement, this is an event worth attending. Topics include:
- The Current Client Intake Landscape
- Pitfalls of Client Intake
- Overview of the Intake Process – Identifying what is needed from the client, getting organized, reviewing ethical considerations, assigning roles
- Breaking Down Intake – Responding to the initial inquiry, consulting by phone or in-person, following up post-consultation
- Social Media and Client Intake
- Managing Initial Contact – Identifying referral sources, setting the tone, applying the Rule of 7, managing expectations, client tracking
- The Role of Technology – streamlining intake, collecting information, balancing the need to screen v. wasting client time or damaging rapport
- Client Engagement – signing clients, managing workflow, removing barriers to engagement, using eSigning as a tool, communicating next steps
- Evaluating Your Intake Process – Asking for feedback to improve procedures