Thank you for registering for our “Empower Your Team, Skyrocket Your Profits: Master Legal Client Intake” webinar on March 7th where Patti Paz discussed your intake process. Patti shared the details of the intake process including: the foundation analysis, shifting your mindset, common objections and mistakes, capturing your story and the positive changes this process can make in your law practice.

If you didn’t have a chance to attend the webinar, that’s okay! We created this replay page so you can watch the recording and download the worksheets and slides that were used.

Next Steps:

Schedule a free 15 or 30 minute consultation with our team where you can discuss your current intake process, new way of thinking and your foundation analysis:

We invite you to register for our upcoming programs:

Practice Growth Program
Grow Your Law Practice with AI
Atticus Rainmakers

We invite you to listen to our podcasts on this topic:

Episode 010 – Is it Possible for Non-Lawyers to do Initial Meetings with Patti Paz
Episode 020 – Implementing the Non-Lawyer Initial Meeting with Elizabeth Clark

We look forward to seeing you soon!

Workshop materials:


Patti Paz

Adjunct Practice Advisor, Paralegal and Certified Team Leader

Patti is the Team Leader and Paralegal for Idaho Estate Planning, an estate planning and elder law firm in Eagle Idaho. Patti was instrumental in the creation of the firm and continues to oversee the ongoing growth and success of the firm using Atticus principles to do so. In 2017, Patti received the 2017 Atticus Game Changer Award for innovation.