Client Intake and Evaluation Mastery: Data, Workflows, and Case Screening Strategies to Win the Right Clients

Session I – Mastering Client Intake: Strategies to Convert, Systemize, and Sustain Growth – Kerri Coby White This CLE session provides practical tools to transform your intake process into a client-centered, revenue-generating engine. Learn how to identify essential intake data, create a conversion-focused client experience, and systemize workflows for efficiency. We’ll also cover how to manage and motivate intake teams, implement incentives, and combat fatigue. Finally, discover proven strategies for handling objections and closing more clients with confidence. Perfect for attorneys and staff looking to streamline operations and boost client engagement from first contact. Key topics to be discussed: Essential…