New Client Intake Processes to Maximize Firm Revenues



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Course Description

This program was recorded on November 14, 2019

This course uses real-world examples of the best and worst new client intake practices to highlight the challenges and benefits of getting this aspect of practice management correct. Attendees will leave with proven methods for identifying problems with their firm’s intake, specific ways to train staff, and other keys to turning leads into high-paying clients. We will also spend a significant amount of time on the issue of tracking lead sources and using that data to make good business decisions.

Attorney Matt StarosciakMatt Starosciak
Matt Starosciak brings a powerful combination of experience and passion to the law firm marketing process. He has practiced law in both small and large firm environments. He spent the better part of a decade as a top sales representative at the oldest lawyer marketing company in the world. And most recently, as the founder of Proven Law Marketing, Matt has been responsible for the client development and revenue growth at some of the nation’s top law firms. In 2017, Matt wrote The Lawyer Marketing Book, a 300+ page comprehensive work on what it takes to be successful in today’s competitive legal market. Today, Matt spends his time sharing his knowledge with attorneys who are committed to achieving the very highest levels of personal and professional success.

Contact Matt Starosciak

1 General Credit

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  1. Why the intake process is often ignored and partners routinely overestimate its effectiveness
  2. 4 practices every law firm must implement for success with new client intake
  3. How to effectively gather lead source information, track it, and use the data to make good business development decisions
  4. Keys for creating an exceptional client experience
  5. 3 proven strategies for maximizing fees during the initial consultation
  6. Training new and existing staff on how to be the best at new client intake