Virtual Workshop Series
Intake Mastery: First Impressions to Forever Clients
A great intake system is the foundation to a thriving law firm. It is more than just answering calls—it’s the first step in building trust, creating a positive client experience, and ensuring that the right people choose your firm. Yet, many firms lose potential clients due to missed calls, inconsistent processes, or intake teams that lack the training to confidently convert inquiries into paying clients.
Imagine an intake process that flows effortlessly, makes a powerful first impression, and consistently turns potential clients into signed agreements.
In this interactive six-part workshop series, you’ll participate in six, two-hour sessions designed to transform your firm’s intake process. You’ll gain proven strategies, hands-on exercises, and practical tools to immediately improve your results.
**Program includes an 88-page Intake Training Playbook that is customizable for your firm!**
Imagine an intake process that flows effortlessly, makes a powerful first impression, and consistently turns potential clients into signed agreements.
In this interactive six-part workshop series, you’ll participate in six, two-hour sessions designed to transform your firm’s intake process. You’ll gain proven strategies, hands-on exercises, and practical tools to immediately improve your results.
**Program includes an 88-page Intake Training Playbook that is customizable for your firm!**
6 Sessions
- Tuesday, January 20, 2026, 1:00–3:00 p.m. ET
- Tuesday, February 3, 2026, 1:00–3:00 p.m. ET
- Tuesday, February 17, 2026, 1:00–3:00 p.m. ET
- Tuesday, March 3, 2026, 1:00–3:00 p.m. ET
- Tuesday, March 17, 2026, 1:00–3:00 p.m. ET
- Tuesday, March 31, 2026, 1:00–3:00 p.m. ET
Virtual Location
Join us remotely via a meeting link for this exclusive virtual workshop for optimizing client conversions, boosting efficiency and building a more profitable and client-centered firm.
Price: $1,995 / for first registration
20% discount for any additional team members from their firm. (We'll email you the discount code after your registration is complete.)
Registration for this workshop is now closed.
Join the waitlist below and we’ll notify you if a spot opens or when the next session becomes available.
Veronica Waggoner breaks down what is covered during this workshop series and why it matters to your firm’s growth.
We enrolled two employees into the Intake Mastery: First Impressions to Forever Clients course when it was first offered. One employee had been with our firm for a few years while the other was very new when they enrolled in the course. Our intent was only to give our employees additional training that we either didn’t have time for or were not expert at. Our expectations were greatly exceeded. We never intended for these two employees to begin managing our intake calls for our potential clients, but after a few classes, that is exactly what they were doing. The Intake Mastery class gave our employees the tools and the confidence to make changes to our existing intake process for the better and manage the entire process. Our firm gained so much value with the Intake Mastery Class that we enrolled another new employee in the course when it was offered a second time. As with all of the Atticus offerings, the Intake Mastery class accelerated our employees’ growth and allowed our employees to learn from experts, not their busy coworkers. As a firm, we highly recommend the Intake Mastery class for new & seasoned client-facing employees.
Emily K. Sorbi
Legacy Counsellors, P.C.
Emily K. Sorbi
Legacy Counsellors, P.C.
“The Intake Mastery program was extremely helpful in my own understanding of the intake process. I came away from the program with a clear plan on how to handle intake, how to train my team and exactly how to onboard a new intake specialist. It has been a game changer for converting leads to consultations!”
Laura Bromlow
Bromlow Law, PLLC
Laura Bromlow
Bromlow Law, PLLC
Elevate Your Intake and Grow Your Firm
This program is ideal for attorneys, firm owners, and intake staff who want to boost client conversions, enhance efficiency, and build a more profitable, client-centered firm.
Attract the Right Clients
Define your ideal client and refine your messaging to attract the best cases.
Create a Seamless Intake Experience
Ensure every interaction builds trust and sets the stage for long-term relationships.
Convert More Leads
Use proven scripts and protocols to boost your firm’s success rate.
Handle Objections Effectively
Learn how to navigate hesitations while maintaining a client-centered approach.
Train Your Team for Success
Equip your intake team with the skills to connect with clients and secure commitments.
Improve Follow-Up & Retention
Implement strategies that bring back potential clients who aren’t ready to commit immediately.
Improve Conversion Rates
Track results, optimize performance, and increase your firm’s revenue.
Streamline Your Intake Systems
Eliminate bottlenecks and automate key steps to save time, reduce errors, and scale your firm efficiently.
About Your Facilitators
Veronica Waggoner
Member Advisor
Veronica Waggoner joined the Atticus team as a Member Advisor with over 13 years of extensive legal management experience. Working at a notable family law firm in Central Florida, she held multiple positions as a Paralegal, Office Manager, and head of the Client Relations Team. Her duties included firm financial organization, a wide variety of HR responsibilities, cultivating and maintaining strong client relationships, managing marketing projects to drive firm growth, and a wide range of legal support responsibilities. While serving as Client Relations Manager and Team Leader, she participated in the Atticus Practice Growth Program and saw the difference it could make. That experience motivates her to help others transform their practices.
Samantha Cantrell-Long
Member Advisor
Samantha is a Member Advisor at Atticus. Before Atticus she worked in the legal field for over 25 years as a Senior Paralegal for several prestigious estate planning and elder law firms in Florida. During that time she was a team leader, trained staff, developed plans and systems, reorganized law firms as well as managed, led, and served as the head of several different departments.
Stephanie Feulner Knight
Program Specialist
Stephanie Feulner Knight joined the Atticus Team in 2015. She was involved with Atticus while serving as Marketing Director for a top family law firm in Orlando, Florida. She has participated in the Practice Growth Program and can therefore provide program participants with a unique perspective of Atticus. Stephanie has led several webinars and speaking engagements. She is passionate about helping attorneys and their teams find success and balance in their work and personal lives.
