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Client Intake

Client Intake
Reach New Heights in Your Practice
Ultimate pass accepted
Webcast seminar

Tuesday, April 27, 2010
12:00 - 1:00 p.m. CT
Webcast

The last day to preregister online was April 27, 2010.

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Tuition:

Nonmember: $95.00
Member: $75.00
Ultimate Passholder: $0.00

Credits:

1.0 CLE Credit

This program is co-produced with the Wisconsin Association of Legal Administrators.

Who should attend:

  • Attorneys seeking an efficient process
  • Law firm administrators and management

What you’ll learn:

  • How to streamline your intake procedure
  • What you should know about each client
  • Ways to identify a client’s business needs
  • Effective communications skills

About the Program

  • Presented by Andrew Bednall, chief operating officer, Weiss Berzowski Brady LLP, and Attorney Michael Moore, president, Moore Law

Get to know your new clients

This program will help you develop an effective process for taking in new clients.

You’ll learn how to identify and obtain:

  • Important information to know about the client
  • An understanding of clients’ business needs
  • Distinguishing characteristics

Referral sources will include sample intake forms.

This program is part of the Developing Attorney Business Skills Webcast Series.

Sign up today!

Only the purchaser will have access to the live webcast seminar and the credits attached to the live webcast. After the seminar, the purchaser will get access to the archive of the event via myStateBar for approximately 90 days. Please note that the archive is for informational purposes only and does not qualify for continuing legal education credits.

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The last day to preregister online was April 27, 2010.

NOTICE TO ALL REGISTRANTS, INSTRUCTORS, EXHIBITORS, GUESTS: By attending this State Bar event, you understand and agree that you may be photographed and/or electronically recorded during the event and you hereby grant to the State Bar the right to use and distribute your name and likeness for promotional or educational purposes without monetary compensation. The State Bar assumes no liability for such use.

Client Intake


Tuition for Nonmember (Members log in for member pricing)
Tuition $95.00
 

Session information
1.0 CLE Credit

Highlights

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