Washington State Paralegal Association

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Mastering Intake & Client Management

  • 10/29/2020
  • 7:00 AM - 8:00 AM
  • Audio Webinar

REGISTER: https://ipe.nbi-sems.com/ProductDetails/Mastering-Intake-Client-Management/Audio-Webinar/87767ER_2771267?st=WA&pt=1

Program Description

How to Field Calls Like a Pro

Handling legal calls isn't for the faint of heart - not only do you have to provide vital information while tiptoeing around legal questions, you have put on your sales hat, get appointments set, and talk clients through incredibly difficult situations. Whether you handle intake as a routine part of your job, or are expected to field calls in a pinch, it's critically important that all members of a law firm develop exceptional potential and active client management skills. Don't miss this exciting opportunity to take your intake and client handling skills to the next level - register today!

  • Learn what you must and can't say when fielding legal questions from potential clients.
  • Explore the critical role intake plays in new client acquisition and get top tips for setting appointments.
  • Get practical guidance for follow-ups and ongoing communication with active clients.

Who Should Attend

This basic level course is designed for paraprofessionals.

Course Content

  1. The Relationship Between Intake and Client Acquisition
  2. Walking the Tightrope & Talking About the Law
  3. Getting the Facts Your Firm Needs
  4. Setting the Appointment
  5. Following Up with Potential Clients
  6. Top Tips for Communicating with Active Clients

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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