Winning new clients can be difficult, but what if you could streamline your firm’s intake process of new leads and clients? In Automate Client Intake, you will discover how you can utilize PracticePanther to store all of your lead and client information in one place. From there, we will explore best practices for creating intake forms that can be hosted on your firm’s contact page or sent to clients directly. We will also discuss how MailChimp integration can streamline the process by generating automatic emails that your leads will receive the second they submit the form.
In addition to client intake, you will learn to use online calendaring systems like Acuity Scheduling that can provide a link to schedule a consultation with you on the web. You can then use this link in the automatic emails going to your leads without ever spending a second on the phone with you or your supporting staff!
Join us:
Wednesday, January 23rd
2:00pm – 2:30pm ET
Learning Objectives:
- Reflect on your current client intake process.
- Compare your website to your competition. Does it stand out?
- Discover what PracticePanther intake forms can do
- Utilize PracticePanther, MailChimp, and AcuityScheduling to automatically email clients the second they reach out to you!
Sponsored by:
Please note, this is a non-CLE webinar.
Image is from ShutterStock.com.
The post Automate Client Intake appeared first on Law Technology Today.
source http://www.lawtechnologytoday.org/2019/01/automate-client-intake/
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