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Mastering Legal Intake: Strategies for High-Converting Intake Teams and Tech Optimization

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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.
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