Watch The Webinar
Increasing Your Firm's Conversion Rates With Modern Client Intake Strategies
You’ve done the hard work of getting a potential client interested through your firm’s website or directory listing. But are your intake and onboarding procedures helping you close the deal—or driving prospects away? Today’s clients are more discerning and expect a seamless digital experience. If your intake process feels cumbersome or outdated, you risk losing new business before it even begins.
Join Practice Management Specialists Leo Araya and Blake Strong from PracticePanther for a candid conversation about how leading law firms optimize outdated intake processes to enhance their onboarding experience.
You’ll learn how to:
- Transform your firm’s intake process by implementing custom intake forms, automated follow-ups, and clear communication strategies to convert more leads into paying clients
- Meet the expectations of today’s digitally savvy clients by offering seamless eSignatures, text messaging capabilities, and an intuitive Client Portal for a modern, convenient onboarding experience
- Leverage automation to save time and reduce bottlenecks, from document templates and scheduling reminders to workflow automation that keeps your team aligned and responsive
Free Recorded Stream
Run Time: 00:40:00
Speakers
David Silberberg
Product Owner @ PracticePanther
David is the Product Owner at PracticePanther, an all-in-one legal practice management software. For over 5 years, David has spoken to thousands of lawyers about the most efficient and cost-effective ways of operating their firms with PracticePanther. David is an expert in every aspect of the platform and is focused on delivering value to customers.
Austin Poll
Account Manager @ PracticePanther
Austin Poll is an Account Manager at PracticePanther dedicated to helping law firms discover and implement personalized solutions to optimize their practice operations. Austin focuses on identifying the right tools to address specific challenges and ensuring ongoing support to create a seamless path toward efficiency and success for every firm he works with.
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