Register: https://ipe-sems.com/products/99679

Overview

Why Your Old Intake Processes Are Inefficient - and What to Do Instead

Failing to keep client files up to date, inadequate communication, resistance to technological change - these are just a few of the mistakes that even experienced paralegals make. Are you ready to step up to the plate and lay the groundwork for a positive case outcome? In this paralegal-focused course, our accomplished instructors reveal tips and tricks for effective client intake and management. Take control of your professional growth - register today!

• Identify key steps to take in the preliminary client meeting.
• Demonstrate best practices in preparing client intake forms.
• Formulate strategies for using CRM technology during the intake process.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

1. First Steps in Client Intake: Conducting Interviews and Gathering Info
2. Preparing Client Files and Intake Forms: Timesaving Tips
3. Managing Expectations and Navigating Difficult Conversations
4. Case Management and Data Entry: Gathering Evidence and Documents
5. Using CRM Technology to Streamline Processes: How You Benefit