Beverly Hills Bar Association
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Solo & Small Firm/ LPM
Mastering the Intake Process: Converting Prospects to Clients
Opening new a case can be filled with minefields for law firms. Conflict checks, information gathering, file hand-off and signing documents, all of which can impose huge burdens on both the clients as well as the law firms. Hitting a roadblock while on-boarding a new client can result in unhappy staff, unhappy clients, as well as the immediate loss of revenue. Most of the time, the intake process is what is standing in the way of a firm getting past the revenue plateau that many experience.

In this CLE, Michael Chasin of Lexicata will cover the nuts and bolts of setting up the perfect client intake process and streamlining that process with the use of different technologies. He will cover everything from tracking potential clients to scheduling consultations to intake forms to engagement letter automation and e-signing. After participating in this CLE you should be far more likely to retain any new client who walks in your door.

Michael Chasin of Lexicata
When: Thursday, May 26, 2016, 6:00 pm to 8:00 pm
Where: Beverly Hills Bar Association (Directions, Parking at 241 No. Canon Drive)
$0 - Members of The Order of Distinguished Attorneys
- BHBA Members who pay in advance*
$225 - Non-BHBA Members who pay in advance*
Interested in Membership? Try it Free, No Commitment, for 30 days
Anthony Ross, Esq. - Section / Program Chair
* Advanced registration closes 24 hours prior to event time. Registrations received thereafter include a $25 additional fee. Full refund with 48 hours notice. Raincheck with 24 hours notice.

This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.5 Hour of Participatory Credit and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education.
Copyright © 2016. All Rights Reserved.
This event has passed the cut off date for on-line registration. If you would still like to register for this event, please call the Beverly Hills Bar Association at (310) 601-2422 to check on availablity and register.