Program Details
2025-09-05 13:00:00
Over 1,000+ webinars
Course Overview
2025-09-05 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session explores how to transform your intake process into a powerful client conversion system that maximizes your marketing investment. Learn essential data analytics, client-centered communication techniques, and proven strategies for systemizing intake while managing team fatigue and handling common objections.
Kerri Coby WhiteMonica Logan 2:10 pm - 3:10 pm ESTDiscover how thoughtful client and matter evaluation during intake can significantly reduce your malpractice exposure. This session covers red flags to watch for, effective case evaluation strategies, essential engagement agreement terms, and best practices for establishing trust and managing expectations from the first consultation.
Kerri Coby WhiteMonica LoganKerri Coby White is CEO of KerriJames, LLC and author of The Law Firm Growth Machine. She leads a growth consultancy that trains and advises law firms, implementing growth systems backed by powerful data analytics reporting in competitive markets across the country.
Monica Logan is a practice management attorney at the Professional Liability Fund (PLF), providing confidential practice management assistance to Oregon attorneys to reduce malpractice risk, enhance their enjoyment of practicing law, and improve client relationships.
Kerri Coby White is CEO of KerriJames, LLC and author of The Law Firm Growth Machine. She leads a growth consultancy that trains and advises law firms, implementing growth systems backed by powerful data analytics reporting in competitive markets across the country.
Monica Logan is a practice management attorney at the Professional Liability Fund (PLF), providing confidential practice management assistance to Oregon attorneys to reduce malpractice risk, enhance their enjoyment of practicing law, and improve client relationships.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
