-
WEEK 1
Mastering Intake: Strategies for Effective Client Onboarding
Join us for this 15-minute session on how to effectively master client onboarding.
What we’ll cover:
Creating a seamless and efficient intake process for new clients
Setting clear expectations and establishing strong client relationships from the beginning
Utilizing technology and automation to streamline the intake process
Watch the Recording
-
WEEK 2
A Step-by-Step Client Intake Checklist
To help you get set in your practice, we’ll send you a step-by-step checklist covering the essential steps and considerations during client onboarding, including:
Initial client contact and data gathering
Crafting engagement letters and fee agreements
Internal communication and delegating tasks during the intake process
Download the Checklist
-
WEEK 3
Email Templates: Effective Communications for Streamlined Intake
Get everything you need to round out your templated intake communications. We’ll send you pre-drafted email templates to facilitate communication during the intake process, including:
Requesting necessary documentation and information from clients
Sending official engagement and agreement documents
Providing regular updates and reminders to clients regarding their case or matter
Get the Email Templates
-
WEEK 4
Effective Tools and Techniques for Managing Your Client Intake
To conclude, we will provide you with a resource outlining proven strategies and tools to optimize your client intake process, including:
Implementing client intake software and tools for seamless information gathering
Developing standardized intake procedures for consistency and efficiency
Training staff on effective client communication and data management
Download the Guide
Disclaimer: The information in this bootcamp applies to US practices. The content provided is for informational purposes only and does not constitute legal, business, or accounting advice.