Free Webinar
Mastering Legal Intake: Strategies for High-Converting Intake Teams and Tech Optimization
Join Lead Docket and Legal Intake Pros for an insightful webinar focused on optimizing your legal intake process to drive higher conversions and client satisfaction. We’ll delve into the essential strategies and tools required to build an empowered intake team and leverage technology most effectively. Join us on May 16th to gain actionable insights that will drive your firm's success.
Join us on
Thursday, May 16th, 10 a.m.
Join us on Thursday, May 16th 10 a.m. MDTRegister for this Webinar
Who will be there
Who is Speaking in this Webinar?
Josh Hostilo
Product Manager, Filevine
Yani Smith
Chief Strategy Officer, Legal Intake Pros
What we’re covering
- Identify the Core Pillars for a High-Converting Intake Team: Learn the fundamental elements necessary for a successful legal intake team, including effective screening questions, optimal response times, engagement, and empathy during client interactions.
- Explore Lead Docket's Underutilized Features and Best Practices: Discover how to maximize Lead Docket's functionalities, including auto reply, auto attribution, custom statuses, and business intelligence tools.
- Enhance Lead Nurturing Strategies: Gain insights into nurturing leads continuously during and after the intake process.
- Maintain Top-of-Mind Awareness Post-Intake: Learn strategies to remain top-of-mind for potential clients even after the intake phase.
About us
More About Our Presenters
About the Host
As the leading legal work platform, Filevine is dedicated to empowering all organizations with tools to simplify and elevate complex, high-stakes legal work.
About the Partner
We blend proven systems with the personalized guidance and accountability of a dedicated mentor to empower your intake teams and to drive growth for your law firm.