We use cookies or similar technologies to improve user experience, analyze website traffic, enable and maintain log-in and personalization settings, connections with selected partners and for marketing purposes (managing advertising space and recommend products of interest to you). You can block or adjust saving cookies at any time, by changing the settings of your web browser. By continuing to use this website without disabling cookies in your web browser you ‘ACCEPT’ saving cookies. Learn more in our Privacy Policy.
Wisbar.org and Marketplace will be unavailable on Tuesday, June 25 between 5:00 p.m. and 9:00 p.m. for system updates.

Utilizing an Efficient Client Intake Process WSSFC 2022

Product ID: CA3408D
Presented By: State Bar of Wisconsin PINNACLE

This webcast is an excerpt from Wisconsin Solo & Small Firm Conference 2022

A good first meeting is the foundation for a good client relationship. Using reliable forms, checklists, and processes ensures that you, your staff, and your clients know what to expect and what to do. How do you get metrics, build a funnel, and make this an efficient and painless process for both sides? Stanley Tate will share a desirable and successful system that you can put to use in your practice.

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $89.00

Non-Member $139.00

Credits

1 LPM

Upon purchase, this OnDemand program is available to view for 180 days.

Credits are no longer available for this OnDemand program.

Quantity:
Maximum quantity must be less than or equal to 1.

This webcast is an excerpt from Wisconsin Solo & Small Firm Conference 2022

A good first meeting is the foundation for a good client relationship. Using reliable forms, checklists, and processes ensures that you, your staff, and your clients know what to expect and what to do. How do you get metrics, build a funnel, and make this an efficient and painless process for both sides? Stanley Tate will share a desirable and successful system that you can put to use in your practice.

Presenter:
Stanley Tate
Tate Law
Frontenac, MO

0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.