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Best Practices for Client Intake, Engagement, and Workflow

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Sales have ended. Please contact the event organizer, beverly@oregonlawpracticemanagement.org, if you wish to order an audio or video download of this program.

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Date and Time

Refund Policy

Refund Policy

Refunds up to 7 days before event

Sales Have Ended

Registrations are closed
Sales have ended. Please contact the event organizer, beverly@oregonlawpracticemanagement.org, if you wish to order an audio or video download of this program.
Event description

Description

1.0 Practical Skills MCLE Credits Pending
OSB Program No. 6724*9

Your office systems are the backbone of everything you do. Learn how to implement best practices for client intake, engagement, and workflow. Topics include:

Client Intake

  • Recognizing objectives and ethical traps
  • Implementing the 7 key elements of effective intake forms
  • Building in accountability to prevent mistakes
  • Automating intake with ease

Engagement

  • Documenting representation: why bother?
  • Appreciating the ethical implications of engagement vs. nonengagement
  • Finding alternatives when a nonengagement letter can't be sent
  • Modernizing the engagement process using forms, brochures, automation, and eSignatures

Workflow

  • Identifying barriers to improving productivity: what's stopping us?
  • Exploring the connection between bar complaints and poor workflow management
  • Using technology and staffing to improve workflow

Date/Time/Location

Wednesday, March 28, 2018 from 10:00 a.m. to 11:00 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, or staff - anyone interested in improving office systems.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to attendees.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Date and Time

Refund Policy

Refunds up to 7 days before event

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