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

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

Raise your conversion rates to 50%

 

If you haven’t been taught how to handle intake and consultions, then you’re doing it wrong. That’s not YOUR fault: nobody teaches you how to do it, what to say, what tools to use, and how to tweak your results to make your law firm more profitable.

In this 36-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. Why your admin can’t do intake
      4. What is the relationship between Admin and 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. Technology Tools For Tracking
      2. Intake Technology and KPIs
      3. Using Technology to Automate Your Intake
      4. Maximizing Technology for Remote Work
      5. Intake Technology Choices
      6. Choosing A Phone Provider
      7. Using Acuity to Schedule the Team
      8. Intake Key Performance Indicators
      9. Using Slack to Track Caller Activity
      10. What to do if your numbers are off

       

      Consultations

       

      1. Moving from intake to consultations
      2. Learning to influence your clients
      3. People love to buy
      4. Deciding if you want the case
      5. Biological Hacks in Consultations
      6. High Stakes Psych Hacks
      7. Using the Closing Prop
      8. Overcoming Objections
      9. 15 Tips to Optimize Your Consultations

       

      Intake Specialist Training (For Admin)

       

      1. Introduction to Intake Specialist Terms
      2. Techology Tools in Intake
      3. Ethical Rules and Tips for Intake
      4. Overcoming Objections
      5. Typical Family Law Cases

       

       

      Final Thoughts

      1. What to do if you need more help

         

         

         

        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. 

        Course Information

        How to Use This Course

        Intake

        Intake Technology and Tracking

        Consultations

        Intake Specialist Training

        Final Thoughts