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 90-day workshop, 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.
Imagine an intake process that flows effortlessly, makes a powerful first impression, and consistently turns potential clients into signed agreements.
In this interactive 90-day workshop, 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.
6 Sessions
- August 7, 2025, 1:00-3:00 p.m. ET
- August 21, 2025, 1:00-3:00 p.m. ET
- September 4, 2025, 1:00-3:00 p.m. ET
- September 18, 2025, 1:00-3:00 p.m. ET
- October 2, 2025, 1:00-3:00 p.m. ET
- October 16, 2025, 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.)
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 Resource 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
Practice Growth Program Manager, Adjunct Practice Advisor Program Manager, & Member Advisor
Samantha is the Program and Client Manager for the Atticus Adjunct Practice Advisor Program as well as a Member Advisor. Before Atticus she worked in the legal field for over 25 years as a Senior Paralegal for several prestigious estate planning & 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.
