10 Tips for Great Client Intake

Hosted by PracticePanther

Location, or Event type:

10 Tips for Great Client Intake

Videoconference, Hosted By PracticePanther


Tuesday, August 17, 2021 - 7:00 AM


When you onboard a new client they will immediately be wondering if they made the correct choice in hiring you to represent them. Proving your expertise immediately is easier than you think, it all comes down to preparation and organization. 

Join PracticePanther's Senior Marketing Manager, Nina Lee, and Jordan Ostroff, attorney and marketing expert for law firms. They will discuss tips to creating a seamless client intake experience with the use of technology and marketing.

Join us for 10 Tips to Great Client Intake on August 17 at 10 am PST / 1 pm EST to learn how to make a lasting impression with every client with a clean intake process.

Topics covered during this live stream event include:

  •  Using data to understand your client

  • Proactive ways to prepare for every type of client

  • Automation tips for onboarding

 

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