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 If your intake process feels cumbersome or outdated, you risk losing new business before it even begins.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Leo Araya and Blake Strong from PracticePanther for a candid conversation about how leading law firms optimize outdated intake processes to enhance their onboarding experience.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
Blake Strong
Account Manager @ PracticePanther
Blake Strong helps law firms discover and utilize custom solutions to optimize their practice’s efficiency. With a focus on tailoring strategies to each firm’s unique needs, Blake ensures that the chosen approach is seamlessly integrated into daily operations. Beyond just finding the right solution, Blake is committed to ongoing support, guiding teams every step of the way to ensure long-term success.
Leo Araya
Account Manager @ PracticePanther
Leo Araya is committed to helping law firms streamline their operations and enhance their client experience. With a deep understanding of legal technology, Leo specializes in identifying tailored solutions that address firm-specific challenges, ensuring a smoother, more efficient workflow. His goal is to empower law firms with the right tools and ongoing support to drive long-term success.
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