Wednesday, February 23, 2022 | 12:00 pm – 1:00 pm
Program Instructor:
Jordan Turk
Attorney and Law Practice Advisor, LawPay
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The client intake process is arguably the most critical part of law firm management. This is how you get clients. This is how you procure retainers and generate cash flow for the firm. The initial client consultation sets the tone for the entire case, so you need to make sure you start off on the right foot, every time. This program will take you through the entire client intake process, from initial conflict checks to the signing of the fee agreements, and will give you tips to make it easier on the firm (and the client). If your goal is to streamline your processes, get more money coming into the firm, and improve client perception of your office, then this program is for you.
Join attorney Jordan Turk as she takes you through the most efficient intake procedures and gives you some first-hand stories about her intake trials and tribulations. All it takes is ten steps to upgrade your intake process and make your life easier.
Program Fee:
Free For Members | $69 For Nonmember -
Jordan Turk, Attorney and Law Practice Advisor, LawPay
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12:00 pm – 12:05 pm
Overview of Program/Introduction12:05 pm – 12:15 pm
The potential client – what to do and what to avoid12:15 pm – 12:40 pm
Steps to upgrade your client intake12:40 pm -12:50 pm
Monthly reminders for attorneys12:50 pm – 1:00 pm
Q&A -
New York: 1.0 Law Practice Management
New Jersey: 1.1 General
California: 1.0 General
Pennsylvania: 1.0 General -
Sponsored by:
Small Law Firm Center
Sponsorship Opportunities are Available! Please Contact:
Senior Director, Membership & Customer Relations | (212) 382-6685 | abein@nycbar.org