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Event Profile

Best Practices for Legal Intake (NEW) *Class by Webinar*

August 12, 2020
Credits: 1.0 Credit Hour

Description: This new class will provide insight on how to successfully handle potential client  intake for any type of law practice or even a specific litigation, with an added emphasis for potential clients for personal injury, mass torts or  class actions, with a focus on optimizing for an efficient and streamlined client intake process. Those who attend will learn:
  • Potential client’s expectations for a law firm when they first inquire
  • 24/7 intake, when is required and how to manage
  • How to create and maintain a well-designed client intake system
  • Proper training protocols for intake staff; staffing correctly
  • Screening potential clients for each phase of litigation and change management
  • HIPAA compliant e-sign solutions and technology for retainers and medical docs
  • Intake bandwidth and staffing required ongoing and per litigation
  • Intake technology integrations and solutions to organize and track clients
  • Intake measuring and reporting
  • Auditing your own internal intake team for improvement
The goal is for all attendees to receive a pragmatic, best-practices understanding of the modern-day requirements for the entire legal intake process with simple paths to take for auditing and improvement.
Faculty: Tom Ball, Alert Communications, Inc.; Joseph A. Scrofano, Scrofano Law PC (Moderator); Saul Jay Singer, Senior Legal Ethics Counsel, D.C. Bar
Co-sponsor: Alert Communications, Inc. 
Fees: $49 D.C. Bar Community Members; $59 D.C. Bar Members; $79 Government and Non-profit Attorneys; $89 Others
 The D.C. Bar CLE Program now offers discounted group registration rates!  For more information, contact the CLE Office at CLE@dcbar.org or 202-626-3488.

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Joseph Scrofano, Scrofano Law PC

Tom Ball , Alert Communications, Inc.

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