The Intake Specialist is the face of the firm and the voice of the firm. You are the person every potential client speaks with before ever stepping foot in the office. So your role is extremely important. This lesson introduces you to the common terms that you’ll be hearing throughout the course, that will be critical to your success in the law office.

In this lesson, you’ll learn about which technology systems we use, how to use them and what they’re for. You may not use exactly the same things we use, but you’ll want to use the major pieces we talk about here in order to ensure your success.

Ethics are a key driver in a law office, and this lesson will teach you what you need to know to make sure you are following the rules and representing your law office correctly. We concentrate on the most important things which are to not give legal advice, to keep client information confidential, and to properly put all of the information you receive in your office systems.

Overcoming the no is as easy as knowing what to say and how to say it. Sure it won’t work all the time, but these phrases will help you improve your ability to schedule that consultation.

Get access to the basic intake script and the manual for printing.

You’ll need to know the terminology and context of family law cases. This section walks you through the typical things you’ll hear, and need to understand in order to have a conversation with a potential family law client.