On-Demand Video

The Evolution of Client Intake

  • City:
  • Start Date:2023-12-18 19:00:00
  • End Date:2025-12-18 19:00:00
  • Length:
  • Level:Basic
  • Topics:Skills Training

$79.00 ["ProPass"]

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Your firm’s website or directory listing caught their attention, but are outdated intake and onboarding processes keeping you from booking more business?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 Join PracticePanther for a candid conversation about how leading law firms are optimizing outdated intake habits to enhance their onboarding experience.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.

You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.

Meet The Faculty

Alex Schwarz

Alex Schwarz is a
Practice Management Specialist and Account Manager with PracticePanther.
Beginning his journey in our Customer Success team, Alex has been
instrumental in equipping new firms with the essential tools and resources
needed to optimize their processes. He is excited to help even more firms
enhance their productivity with PracticePanther.

Libby Luff

Libby Luff is the Strategic Partnership Manager at PracticePanther. She actively partners with bars and legal associations across the country to help educate and support attorneys on best practices to manage their firms efficiently. A marketing and sales professional with over 15 years of experience, Libby is passionate about collaborating with customers to turn their most strategic challenges into unlocked opportunities for their business.