AGENDA

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: https://bit.ly/3wKQ2vy

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:

• Empower your Team Skyrocket your Profit Master legal client intake (PDF)
• Choice Context Template_2023_FILLABLE (PDF)
• Your Process Flowchart 11X17_2022-FILLABLE (PDF)