The Art of Intake: Getting and Retaining Clients

Clients dictate the success of your law practice - this is how you get revenue and grow your firm. And arguably, the intake process to procure those clients is the most critical part of managing a practice. This is where mere inquiry transforms into a committed partnership between potential new client and attorney.  

Picture this: the initial consultation, a gateway to the entire case lifecycle, where every word exchanged sets the stage for what follows. This is where excellence in intake matters most. It's not just about securing a signature on a fee agreement; it's about cultivating trust and confidence from the get-go. 

In this CLE session, we're not just offering tips; we're revolutionizing your intake process. From conflict checks to ensuring prompt retainer payments, every step in the intake process is an opportunity to elevate your practice. Join attorney Jordan Turk as she embarks on a journey to redefine client acquisition and retention in law firms.

In this free CLE webinar, you’ll learn:

• Where and how to automate your client intake process
• 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 to make clients feel more comfortable

Duration: 60 minutes
 

This webinar is eligible for CLE credit in multiple jurisdictions.*

Featured Presenters:

Jordan Turk, Attorney & Legal Technology Advisor

Jordan Turk is a practicing attorney in Texas, and is also the Legal Technology Advisor at Smokeball. Her family law expertise includes appeals, pre and postnuptial agreements, as well as complex property division and highly contentious custody cases. In addition, Jordan has given CLEs across the country on topics ranging from client relationships to proper trust account management. Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies. She then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston, Jordan discovered the world of legal technology which ultimately brought her to Smokeball. Jordan has authored and co-authored many articles that you can find in various state bar publications and around the internet. Passionate about giving back to her community, Jordan makes a point of taking pro bono cases whenever possible.