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Developing Your Law Practice: Intake and Case Management Innovations and Best Practices: Intake – Where it all starts...or ends at your firm | SeminarWeb Catalog

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Developing Your Law Practice: Intake and Case Management Innovations and Best Practices

Intake – Where it all starts...or ends at your firm

What You Will Learn

  • Develop your firm by improving your intake process
  • Streamline the intake process
  • Establish sign-up criteria for intake
  • Collect and analyze intake data
  • Create a smooth transition from intake to case management for a better client experience

Share this program:

What You Will Learn

  • Develop your firm by improving your intake process
  • Streamline the intake process
  • Establish sign-up criteria for intake
  • Collect and analyze intake data
  • Create a smooth transition from intake to case management for a better client experience
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Tuesday, March 9, 2021

12PM PACIFIC
(3:00 ET / 2:00 CT / 1:00 MT)

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Price

$99 for Association Member
$129 for Non-Member

75 minutes
Publisher

Nevada Justice Association

Subjects

Client Intake

Questions

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Summary

This webinar covers best practices and innovations in intake for the plaintiff firm. You will learn the four ways to grow your firm, with a focus on Intake. It begins with having a vision for your firm and knowing how your intake process can help you identify and sign the right clients for your firm.

Tim will take you step-by-step through the intake process, including how to convert a potential new client into an active client. He will teach you how to minimize the time between initial contact and signing the client. During the webinar, Tim will discuss the importance of establishing sign-up criteria, collecting demographic data, and referring out cases that don’t meet your criteria. He will cover the transition of a case from intake to case management and the importance of that handoff to creating a client experience of delight with your firm.

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Presenters

Tim McKey

Tim co-founded Vista Consulting in 2009, along with his partner Chad Dudley. Vista’s aim was to help plaintiff law firms... Read More

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Agenda

5 Minutes - Introduction
60 Minutes - Presentation
10 Minutes - Live Q&A with the Speaker

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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). Registrants in jurisdictions not listed below will receive a Certificate of Attendance/Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant attending the live program at their own computer and phone.

Click on jurisdiction for specific details:

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How to Attend

Join the live program from your office, home, or hotel room using a computer with high speed internet. You may ask questions, participate in surveys, and post comments from your computer during the program. Please note that credit (if available) is only provided to registered attendees participating at their own computer and phone. Simple instructions with a link to the program will be sent when you register and again the day before the webinar.

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