Boost Revenue and Save Time with a Customized Intake Process

Watch The Webinar

Are you getting the most out of your client intake process? Starting each attorney-client relationship with clear expectations for things like billing and payments will save you time and money in the long run.

In this webinar, PracticePanther's Payment Specialist will discuss how to use intake as a bridge to discuss your billing process with your clients.

Topics discussed:

  • Automating the intake process
  • How to create a customized intake process that starts the payments conversation
  • Strategic ways to place hyperlinks to prompt clients to pay faster

Free Recorded Stream

Run Time: 37:56

Tell Me More

A clean billing process starts by taking proactive steps that prepare your clients for success. Client intake should be a time to get to know your clients, but it's important to keep the process strategic. This is the perfect moment to have a natural conversation about your firm's expectations, specifically when it comes to invoicing and payment. 

Showing your client that you have modern tools in place that allows them to pay online and reminders to keep them on track, will leave a lasting first impression. 

Copyright © 2022 PracticePanther

Privacy Notice