On Demand

Plus

Improve Your Law Firm's Responsiveness: Potential Clients & Client Intake

1h 3m

Created on September 25, 2018

Intermediate

CC

4.8

(523 reviews)

Overview

Is your law firm's system for responding to potential clients in need of an overhaul? In this session, presented by Maddy Martin of Smith.ai and Ian Connett of QuantumJurist, you will learn how to combine tools within your legal practice management and calendaring software to capture, qualify, and convert leads into new clients. You'll receive examples of the best lead-qualification questions, lead-intake forms, and a "playbook" for automating the entire process from lead capture to new-client intake. You'll also learn how to outsource most of the workflow to virtual receptionists to save your firm time and money.


Learning Objectives:

  1. Explore the optimal workflow for new client intake using your CRM, CMS, and calendaring software
  2. Identify how to automate referrals to other law practices
  3. Examine the best lead-qualification questions and how to standardize and outsource them
  4. Discuss the use of virtual receptionists to improve your law firm's responsiveness
Topics covered in this course:

Faculty

Ian Connett

Ian Connett

Quantum Jurist, Inc.
Maddy Martin

Maddy Martin

Smith.ai

Reviews

4.8

(523 reviews)

Recent Reviews

Innovative approaches to the practice of law. Hoping they’ll do another one to flesh out some of the issues they touched on.

Vasiliki V.Jun 21, 2023

Food for thought. The main presenter, Maddy Martin, really understands her business.

Mark J. K.Feb 13, 2023

Helpful info

Shannon J.Oct 17, 2022

Incredible presentation by great speakers.

John D.Oct 5, 2021

Brilliantly put together and delivered.

John R.Jun 24, 2021

Gain access to this course, and unlimited access to 2,000+ courses, with a Plus subscription.

Explore Lawline Subscriptions