Watch The Webinar
The Client Intake Playbook: Turning Prospective Client Consults into a Profit Pipeline
Is your firm spending too much time on perspective client consults, potentially cutting into other crucial areas of your practice?
Providing valuable information to prospective clients without sacrificing your time is essential for your firm’s productivity. The good news? Minor adjustments to your intake and consultation processes can lead to big improvements in your bottom line.
Discover how to achieve this by joining Libby Luff of PracticePanther and Jessica Paxton of Smith.ai as they explore how to identify inefficiencies in your intake process and improve them with proven and practical solutions. Learn how to maximize your billable hours and make the most of every minute so you can focus on what truly matters: serving your clients.
Free Recorded Stream
Run Time: 00:59:15
Speakers
Libby Luff
Strategic Partnership Manager @ PracticePanther
Libby Luff is the Strategic Partnership Manager at PracticePanther. She actively partners with companies and organizations across the legal industry to educate attorneys on the best practices for more effectively managing their practice. A marketing, sales, and operations professional with over 15 years of experience, Libby is passionate about collaborating with customers to turn their most strategic challenges into unlocked opportunities for their business.
Jessica Paxton
Senior Product Marketing Manager @ Smith.ai
Jessica Paxton is the Senior Product Marketing Manager at Smith.ai, which provides 24/7 communication & intake services for businesses. Jessica is responsible for understanding customer requirements and needs, driving go-to-market strategies for new products and enhancements, and ongoing communications with customers and partners.
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