Competition for new clients is only getting tougher for attorneys. So how can you build an intake process that will convert the cases you want, while not running afoul of ethical rules?

In this installment of Webinars for Busy Lawyers, Ginny Allen and Eric Sanchez will share everything you need for an ethically compliant client intake process -- in 30 minutes or less.

Join us to learn key aspects of building an ethically compliant intake process, tips on how to efficiently (and ethically) use web-based technologies to facilitate intake, and communications best practices.

Client intake is the foundational step for a functional workflow in your law practice. And intake is your client's first substantive impression about the experience they'll have working with you.

Our Webinars for Busy Lawyers are always FREE but spots are limited so register now!

About the Experts

Ginny Allen is a licensed attorney and Vice President at GrowPath. Her non-traditional legal career has focused on helping lawyers with marketing, business development, and digital strategy. Here's more about Ginny.

Eric Sanchez is CPO of GrowPath and former COO of one of the largest plaintiffs’ firms in the southeast, for which he built the intake department from the ground up. Eric regularly speaks on law firm operations, artificial intelligence, and cybersecurity. Here's more about Eric.

Ethical Client Intake: Procedures for Compliance [Webinar]

Follow this organizer to stay informed on future events

Events you might like

Safeguarding Procedures for ManagersSafeguarding Procedures for Managers

KYC for Compliance OfficersKYC for Compliance Officers

KYC for Compliance OfficersKYC for Compliance Officers

Safeguarding Procedures for Managers

KYC for Compliance Officers

KYC for Compliance Officers