• On-Demand Video

The Evolution of Client Intake

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On-Demand Video

---------- CLE 1 sub/0 eth PRICE Regular: $79.00
New Attorney: $40.00
Subscribers Pay: $0.00


Your firm’s website or directory listing caught their attention, but are outdated intake and onboarding processes keeping you from booking more business?

Digitally savvy clients are more informed and have higher expectations than in years past. Clients encountering a mediocre experience or interaction can negatively impact your firm’s ability to gain and keep new business.

Join PracticePanther for a candid conversation about how leading law firms are optimizing outdated intake habits to enhance their onboarding experience.

Current State of Intake & Onboarding New Clients 

  • Top problems/setbacks law firms experience
  • Recent improvements and/or changes
  • Future trends/outlook

Client Expectations

  • Client Relationship Management (CRM)
  • What is it, and how do they help?
  • Personalized client experiences
  • Accessibility of attorneys and law firm information

Secrets to a Successful Intake Process 

  • Law firm website + messaging
  • Custom intake forms
  • Communication and following-up
  • Be Transparent: Discuss process and payment expectations

Importance of Automation 

  • How Legal Automation Helps
  • Document Templates
  • Reminders & Calendaring
  • Workflows

Digitally Savvy Consumers 

  • Clients more digital than ever meet their expectations
  • Texting Benefits
  • Native eSignature Advantages

Onboarding Successes 

  • Payment plans and retainers
  • Client Portal and Successful Hand-Offs
  • Reporting
  • Importance of surveys to new clients

All attendees will receive the course book as a digital download.

Recorded in December 2023.

Practice Areas


Libby F. Luff Practice Panther
Alex Schwarz Practice Panther
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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