Virtual Workshop Series
The Non-Attorney Consult Advantage
Stop Giving Away Free Legal Advice in Every Consult
Train a non-attorney team member to run confident, effective initial consultations, so your prospects feel heard and your attorneys stop losing hours (and cases) to consults that never close.
To ensure every firm gets individual attention, space is very limited.
Don't wait to claim your seat.
Don't wait to claim your seat.
Your Consultation Process Is Costing You More Than Time.
Every time you or your attorneys sit down for an initial consult, you risk giving away the legal answer before anyone's hired you, and scaring off a prospect who just wanted to feel understood. It's not intentional. Attorneys are trained to solve problems, so the moment a prospect describes their situation, instinct kicks in. Meanwhile the prospect, often stressed and unfamiliar with legal language, shuts down instead of opening up.
The result: hours of billable time spent on consults that don't convert, and a bottleneck that caps how many clients your firm can actually help.
Empower Your Team.
Protect Your Expertise.
Create a Better Client Experience.
Is This the Right Fit for
Your Firm?
This program is built for attorneys who want to delegate consults without losing control of quality. It's a good fit if:
You or your attorneys are currently running every initial consult personally
You have (or are ready to designate) a non-attorney team member to take this on
You want a repeatable process, not just a one-off training
You're ready to bring your attorney and consultant through the program together
A Simple, Proven Path
01
Step 1: Enroll Together
Bring your attorney/firm owner and a designated non-attorney consultant, plus an additional team member like another trainee or your team leader, up to 3 people per firm, one flat price.
02
Step 2: Learn the System
Across 8 live sessions, your team learns a structured process for leading consultations that build trust, gather the right information, and stay on the right side of the legal-advice line.
03
Step 3: Implement With Support
Put your new consult process into practice with guidance, feedback, and support so your team can confidently apply what they’ve learned.
What Changes for Your Firm
Here's what shifts once your team has a proven process to run consultations with confidence.
Your team leads consultations with structure and confidence, not guesswork
Prospects trust your firm faster because they feel understood, not lectured
You know exactly when (and only when) attorney involvement is truly needed
Qualified prospects convert into retained, paying clients
Attorney time gets protected for the work only attorneys can do
Collect Fees and Move New Clients Forward Efficiently
About Your Atticus Team
Patti Paz
Practice Advisor
Patti Paz is a Certified Team Leader and Atticus Practice Advisor. She was instrumental in building Idaho Estate Planning, an estate planning and elder law firm, and presented a Game Changer session at the 2017 Atticus Summit on her own journey handling initial consults.
Patti has been part of the Atticus community for over a decade, beginning her association coaching with Atticus Practice Advisor and Attorney Steve Riley. She has participated in the Practice Growth Program® and Dominate Your Market Program®, and was hand-picked in 2021 to develop curriculum for and facilitate the Atticus Team Leader Certification program.
Ashton Price
Member Advisor
Ashton is a seasoned professional with over seven years of experience in legal administration and four years of specialized work as a paralegal in personal injury and family law offices. Throughout her career, she has demonstrated a deep understanding of legal processes and client management, skillfully navigating complex cases with a keen attention to detail.
Additionally, Ashton has expanded her expertise by working as a strategic analyst in the pharmaceutical industry, further enhancing her analytical and problem-solving skills.
o the mountains, where she finds relaxation and inspiration. With a well-rounded blend of legal, analytical, and personal commitments, Ashton brings a unique set of skills and value to Atticus.
Program Details
The program runs as 8 live sessions from October through January, paired with weekly Office Hours for hands-on support as your team implements what they've learned.
Both the attorney and non-attorney consultant in training are expected to attend every session together.
To ensure every firm gets individual attention, space is very limited!
8 Live Sessions
- Thursday, October 8, 2026, 1–2:30 p.m. ET
- Thursday, October 22, 2026, 1–2:30 p.m. ET
- Thursday, October 29, 2026, 1–2:30 p.m. ET
- Tuesday, November 10, 2026, 1–2:30 p.m. ET
- Tuesday, November 24, 2026, 1–2:30 p.m. ET
- Thursday, December 3, 2026, 1–2:30 p.m. ET
- Thursday, December 17, 2026, 1–2:30 p.m. ET
- Thursday, January 7, 2027, 1–2:30 p.m. ET
Weekly Office Hours
Tuesdays throughout the program
4:00–4:30 p.m. ET
No session on December 29
Investment: $4,995 / FIRM
Registration is $4,995 per firm for up to 3 participants, including the attorney, a designated non-attorney consultant, and an optional additional trainee or team leader.
Each firm should plan for the attorney and designated non-attorney consultant to participate side by side throughout the program.Build a Stronger Consultation Process, Starting October 8
Without a better system, your attorneys stay stuck running every consult themselves, and your firm’s growth stays capped by how many consults one or two people can personally run.
Registration is $4,995 per firm for up to 3 participants. Space is limited and expected to sell out quickly!
