Empower Your Team, Skyrocket Your Profits: Master Legal Client Intake

FREE VIDEO

Watch this dynamic webinar to learn client intake strategies that will to propel your law firm’s growth and success.

Transitioning the intake process to your team can be a game-changing process for you, your law firm, and your team. Whether you’re a business owner looking to optimize operations or a team member eager to enhance your skills, this video is designed to empower both perspectives.

Learn the top 10 mistakes to avoid in the intake process and how to equip your team with the skills and confidence to handle initial client meetings, including:

  1. The Foundation Analysis
  2. Value Bridge
  3. Prospect to Happy Client Experience

Don’t miss this opportunity to empower your staff, streamline your intake process, and elevate your firm’s growth trajectory.

empower your team - client intake
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Patti Paz

Practice Advisor & Certified Team Leader Patti Paz is a Certified Team Leader and Atticus Practice Advisor. Patti was instrumental in the creation of Idaho Estate Planning, an estate planning and elder law firm in Idaho. She also had the privilege of presenting a Game Changer at the 2017 Summit on her journey with handling initial consults. READ MY FULL BIO

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