Live Webcast/Rebroadcast - You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.
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This program was recorded on February 14th, 2019
Is your firm’s intake process in need of an overhaul? Do you have difficulty converting new potential clients and referrals into clients? A lack of responsiveness is cited as the number one reason for client complaints to the bar, so it is more important than ever to stay on top of matters and set a good model for communication early on.
In this webinar, we’ll identify essential processes and tools that attorneys can implement to ensure quick response times to new potential clients and prevent good leads from falling through the cracks.
From discussing tools for automating lead capture and new-client intake, to reviewing examples of lead-qualification questions and intake forms, in the session you’ll get an in-depth look at how to best organize the intake process and convert more leads to new clients.
Maddy Martin is the head of growth and education for Smith.ai, which provides law firm communication services, including their virtual receptionist & intake service, web chat, and Keypad cloud phone system. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO & content marketing, social media, comarketing, and event marketing.
Contact Maddy Martin
Bryan Marble is the founder of ClientSherpa, a client intake automation tool for small law firms. From online booking, to intake forms, automatic consultation reminders to e-signature of fee agreements, ClientSherpa can give you a complete process in just a few minutes. Bryan has been building tools for small firms for more than 5 years after building bespoke solutions for individual firms (including his wonderful wife’s.)
Contact Bryan Marble