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How to Automate Client Intake

Description

Your client intake process is one of the most important elements of your law firm. It has implications across every part of your business, is often your first interaction with a client, and sets the tone for the rest of the relationship. A well-optimized intake process will also have a direct effect on your marketing ROI and bottom line. 

In the span of a few years, Attorney Alexis Austin of the Right Law Group went from a solo with a contract as a public defender, to having two physical locations and hiring three (3) attorneys and six (6) staff members. She attributes a large portion of her growth to having an intake process optimized for success and driven by automation and marketing tools. 

Join Alexis Austin, CEO and Managing Attorney at Right Law Group, Matt Burke, Founder & CEO, ZillaMetrics, and CallRail, a leader in call tracking analytics, to discuss how to optimize your client intake process using Zapier & other marketing tools.

This is informational only and no CLE credit will be offered for the surrounding MCLE states.

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How to Automate Client Intake