Lawyers With Purpose

LWP Process & Workflows: Getting Client Intake Right


Jan 17 2023


Eastern Standard Time (EST)
2:00 pm - 3:00 pm
Process and Workflow Webinar

During this webinar, LWP’s Law Firm Performance Specialist and Practice Coach, Phil Miner, we will cover the keys to a successful client contact and intake process: our tips and techniques for meaningful conversations, the updated script you need to start using today, how to identify each client’s needs for enrollment, and how to properly track and report the results using Actionstep.

Tuesday, January 17, 2:00 pm (EST)

By attending live, you will learn:

  • How to use Power in Partnership and MIFY skills during your initial contact calls.
  • Why it’s beneficial to use the ICF, Dashboard, and Follow-up focusers in Actionstep and how to use each.
  • How to own the results of CSC KPIs for accountability and tracking of all your leads.

By the close of this webinar, participants will be able to qualify each lead with confidence and track client intake with confidence.

There will also be time to engage directly with Phil, so come ready with questions.

This webinar is open to Lawyers With Purpose members only.

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