Share this program:

Self-Paced Online

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
Date Published

March 9, 2021

Publisher

Nevada Justice Association

Subjects

Client Intake

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

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.

Expand summary
back to top

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

back to top

Program Titles and Supporting Materials

This program contains the following components:

Developing Your Law Practice: Intake and Case Management Innovations and Best Practices
Intake – Where it all starts...or ends at your firm - Materials
back to top

Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

back to top

How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

back to top

More

Refund Policy
SeminarWeb and Utah Association for Justice programs are non-refundable.

Privacy Statement
We respect and are committed to protecting your privacy. Read Statement.

YOU MAY ALSO BE INTERESTED IN...