Improve Your Firm’s Responsiveness: Potential Clients & Client Intake

Presenter:

Maddy Martin


Credit Available In:
GAMONYTNTX

Objective & Purpose:  How to manage response times to clients and potential clients more effectively.

Content:   How to manage response times to clients and potential clients more effectively.  The best lead-qualification questions, and how to standardize and outsource them.  The optimal workflow for new client intake using your CRM, CMS, and calendaring software.  How to leverage virtual receptionists for inbound and outbound calls with potential clients.

Missouri lawyers: Outkick CLE classes are considered “self study” and are subject to a 6 hour cap per year. Self study classes cannot be carried over to the next year and may not be used to satisfy the professionalism, ethics or malpractice prevention education requirements of Rule 15.

New York lawyers: Outkick CLE courses will count toward your New York CLE requirement under New York’s Approved Jurisdiction policy. To read the policy in full, please see the New York CLE Board website.

 

Course Materials