Learn how to streamline your intake processes with automation and technology.
Client intake can take up valuable time that could be otherwise spent on billable work with clients. By automating your firm’s client intake, you can easily bring on new clients in a fraction of the time with less data entry—and less risk of error.
In this session, you’ll learn how to automate your intake system—from creating forms, questionnaires, and custom fields to sharing forms and retainers with potential new clients. The panelists will also share some of their favorite intake technologies that reduce redundancies and improve experiences for clients.
Meetup Overview:
- Free interactive session held virtually through Zoom
- Featuring Allen Rodriguez, Founder of ONE400
- Duration: 60 Minutes (40 minutes of panel discussion + 20 minutes of Q&A)
- All attendees will be entered into a draw to win an iPad at the end of the month!
- This session is part of the series: Mastering Client Intake
Hosted by: Emma Raimi-Zlatic
Watch the Recording
Speakers
Allen Rodriguez
Founder
ONE400
Allen Rodriguez is a national speaker, product development strategist and legal innovator who has been serving the legal industry for 19 years. Over the course of his career, Allen has built a reputation for creating innovative legal services products as well as developing highly effective law firm business models and marketing strategies. Allen is a valued speaker on the topics of legal services product development, design thinking in law and future of law issues. He has provided consulting and engineering services for such companies as McKinsey & Co., Fastcase, Gavelytics, LexisNexis, and Littler.