Date: 2024-07-23 — 2024-07-23
Time: noon – 1 p.m. (Central Time)
Venue Type: Virtual
Sponsor: Paralegal Division of the State Bar of Texas
CLE Hours Earned: 1.0
Cost: $40 members/$50 non-members
Event Contact:
Online CLE Chair
onlinecle@txpd.org
(000) 000-0111
DESCRIPTION:
The presentation will cover client intake for Family lawyers. A good intake process can mean the difference between a client signing a fee agreement and a client walking out the door, absent retainer payment. The initial client consultation sets the tone for the entire case, so you need to be certain that you are starting the relationship off on the right foot, every time. This CLE will give you tips and strategies to completely upgrade each and every step of your intake process, from conflict checks to the signing of fee agreements–and payment of the retainer!
Join Jordan Turk, practicing attorney and Smokeball’s Legal Technology Advisor, where she’ll share how you can streamline your intake processes, get more money in the door, and improve client perception of your office. Little tweaks can make a huge difference!
What you will 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
