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

 

In this 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, and all our courses on intake, will change your firm and change your bottom line.

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

          Final Thoughts

          1. What to do if you need more help

           

           

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          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. 

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          Course Information

          How to Use This Course

          Intake

          Final Thoughts