602-314-8096 Mesa, AZ info@modernlawpractice.com

Welcome to the Modern Law Practice course on intake and consultations for Law Firms

Your Instructors

Billie Tarascio

Billie Tarascio

Attorney and Instructor

Owner of Modern Law, Billie has been teaching attorneys around the country how to increase their revenues through systems and technology. She helps attorneys avoid the fears and traps commonly associated with the feeling of “sales” when working to bring new clients on board.

Chad Burton

Chad Burton

Attorney and Instructor

Chad Burton has been bringing his technology and systems expertise to attorneys since 2013, after running his own law firm in Ohio. He has successfully helped firms around the country set up the online and offline tools they need to keep track of data, and to use that data to grow their client base – and bottom line. 

 In this 28-lesson video course, you’ll learn how to optimize your intake system, decide whether you want an internal or external intake team and exactly how to evaluate their performance. You will get sample scripts, job descriptions, and mock recordings you can use to train your team. If your law firm has a steady supply of leads and you are not getting enough clients, or you are getting the wrong clients, this course will change your firm and change your bottom line.

Once intake is optimized, it’s time to learn how to retain each and every client you want. The materials in this course will teach you how to make your potential client know, like, and trust you as quickly as possible and then give you the tools to seal the deal or close the sale. You will learn how to overcome objections like, “I don’t have any money.”

Each video lesson is packed with material to help you bring in more clients through intake, develop the tracking system to keep your numbers on target, how to hack your consultations to bring in the clients YOU want, and how to adjust your numbers with a course correction.

     Lessons include the following sections:

    How to use this course

     

    1. Introduction
    2. The lifecycle of a client journey
    3. What’s a Marketing Funnel

     

    Intake

    1. Should YOU be handling Intake?
    2. What is a lead?
    3. What is the relationship between Admin and Intake
    4. Why your admin can’t do intake
    5. How to hire an intake person
    6. How to train an intake person
    7. Leveraging Role Play
    8. Outsourced intake team
    9. Avoiding isolation in your intake team

    Intake Technology and Tracking

    1. Intake Technology and KPIs
    2. What to do if your numbers are off

    Consultations

    1. Moving from intake to consultations
    2. Attorney fails distraction
    3. People love to buy
    4. Your first job in a consultation is deciding if you want the case
    5. What is a biological hack anyway
    6. Learning to influence your clients and change your relationship
    7. High stakes psych hacks
    8. Using the prop
    9. Overcoming objections

    Course Information

    How to Use This Course

    Intake

    Intake Technology and Tracking

    Consultations

    Final Thoughts