Live at 2pm: Law Office Client Management

Live at 2pm: Law Office Client Management

If you're reading this before 2 p.m., you're in luck!

From the moment a lawyer engages in conversation with a client, a whole swath of documents need to be generated before that person eventually becomes a client.

Join us today at 2p.m. Eastern to learn how to do the following:

  • Compliance Document after Client Intake
  • Group Management
  • Handling Conflict checks & Non-Engagements
  • Law Society Requirements after you intake a client
  • Client ID Verification
  • Retainer Letter & Authorization Letter
  • Source of Contacts
  • Other important documents like Credit Card authorization etc.
  • Importing and exporting Contacts
  • Contact Analytics & FeeBook
  • Envelopes and Other Contact Letters