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2025-11-21 13:00:00

2 Credits

Effective strategies for employment law client intake, from initial screening to managing expectations and evaluating case viability.

2025-11-21 13:00:00

Effective strategies for employment law client intake, from initial screening to managing expectations and evaluating case viability.

2025-11-21 13:00:00

1000+

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70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how intelligent automation platforms reduce communication burdens while improving client satisfaction, and how to develop effective intake processes for employment law cases.

What will you gain

Attorneys will gain practical frameworks for measuring client satisfaction through Net Promoter Scores and strategies for screening employment law clients while identifying red flags.

Client Communication
Technology creates a single source of truth for clients through firm-branded mobile applications.
Automation Tools
AI-powered response tools let staff become editors rather than authors of client messages.
Client Satisfaction
Net Promoter Scores at each case stage provide early warning signs for intervention.
Employment Intake
Human interaction is essential because employment cases are deeply personal to clients.
Red Flags
Warning signs include clients who claim to know the law or expect immediate settlement.
Case Economics
Litigation is a rich person’s sport requiring realistic assessment of client financial ability.

What will you learn

Attorneys will learn how intelligent automation platforms reduce communication burdens while improving client satisfaction, and how to develop effective intake processes for employment law cases.

What will you gain

Attorneys will gain practical frameworks for measuring client satisfaction through Net Promoter Scores and strategies for screening employment law clients while identifying red flags.

Agenda

Session 1

Transforming Law Firm Operations with Intelligent Automation

Session 2

Optimizing Employment Law Client Intake Strategies

clock 1:00 pm - 2:00 pm EST

Transforming Law Firm Operations with Intelligent Automation

Jose Figueroa

Case Status

Reuben A. Guttman

Guttman Buschner, PLLC

Paul Bamert

Case Status

This session demonstrates how Case Status delivers operational efficiency through centralized messaging, automated updates, and AI-powered response tools that reduce communication workload by up to 80%. Attendees will learn how a branded mobile-first client experience drives satisfaction, loyalty, and referrals while enabling firm growth without additional headcount.

Jose Figueroa

Case Status

Reuben A. Guttman

Guttman Buschner, PLLC

Paul Bamert

Case Status

clock 2:10 pm - 3:10 pm EST

Optimizing Employment Law Client Intake Strategies

Jose Figueroa

Case Status

Reuben A. Guttman

Guttman Buschner, PLLC

Paul Bamert

Case Status

This session provides a comprehensive framework for screening and evaluating potential employment law clients across discrimination, wage and hour, ERISA, and whistleblower cases. Participants will learn to identify red flags, set realistic client expectations, and make sound decisions about case viability while building lasting professional relationships.

Jose Figueroa

Case Status

Reuben A. Guttman

Guttman Buschner, PLLC

Paul Bamert

Case Status

01 02
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Jose Figueroa

Case Status

Reuben A. Guttman

Guttman Buschner, PLLC

Paul Bamert

Case Status

Jose Figueroa

Case Status

Jose is a member of the Case Status Leadership team specializing in solution engineering, focusing on empowering sales teams to position the Case Status platform across diverse market segments while delivering tailored solutions to law firms seeking operational optimization.

Education & Credentials

BA in Public Relations from Utah Valley University

Recognition & Leadership

Active speaker in the legal technology community with presentations at Clio, Ten Golden Rules Live, ALA Annual Conference, TLU Live, and MTMP on topics including legal technology adoption and client experience enhancement.

Experience

Pivotal role in solution engineering at Case Status, managing pre-closing expectations and demonstrations, specializing in delivering tailored solutions to law firms and refining internal processes within legal practices.

Jose Figueroa

Case Status

Jose is a member of the Case Status Leadership team specializing in solution engineering, focusing on empowering sales teams to position the Case Status platform across diverse market segments while delivering tailored solutions to law firms seeking operational optimization.

Education & Credentials

BA in Public Relations from Utah Valley University

Recognition & Leadership

Active speaker in the legal technology community with presentations at Clio, Ten Golden Rules Live, ALA Annual Conference, TLU Live, and MTMP on topics including legal technology adoption and client experience enhancement.

Experience

Pivotal role in solution engineering at Case Status, managing pre-closing expectations and demonstrations, specializing in delivering tailored solutions to law firms and refining internal processes within legal practices.

Reuben A. Guttman

Guttman Buschner, PLLC

Reuben A. Guttman is a Washington, D.C.–based trial attorney and a founding member of Guttman Buschner LLP. His practice focuses on complex litigation and class actions involving claims such as fraud, breach of fiduciary duty, environmental misconduct, antitrust violations, business interference, and other statutory or common law disputes. Over the course of his career, he has litigated and tried cases that resulted in significant recoveries under the federal whistleblower and False Claims Act framework. He has also been recognized for his work representing whistleblowers and has been described by media outlets as one of the world’s prominent whistleblower attorneys. In addition to his litigation practice, he teaches trial advocacy and contributes scholarship and commentary on legal and public policy issues.

Education & Credentials

Reuben A. Guttman earned his Juris Doctor from Emory University School of Law in 1985 and received a Bachelor of Arts in American History from the University of Rochester in 1981. In addition to practicing law, he serves in academic roles including as a Senior Fellow and Adjunct Professor at the Emory University School of Law Center for Advocacy and Dispute Resolution, where he teaches and participates in trial advocacy training programs.

Recognition & Leadership

Mr. Guttman has been recognized within the legal profession for his work in whistleblower and complex litigation matters. Media coverage and legal publications have described him as a leading attorney in whistleblower litigation, and he has been named a “Top Lawyer” by Washingtonian Magazine. He has also served in leadership roles in legal and policy organizations, including election to the Board of Directors of the American Constitution Society for Law and Policy, and has participated in national and international programs focused on advocacy and legal training.

Professional Involvement

Beyond his litigation practice, Mr. Guttman is actively engaged in legal education, scholarship, and professional training initiatives. He is affiliated with the National Institute of Trial Advocacy and has lectured at universities and legal programs in the United States and internationally, including academic institutions in China. He has also been involved in programs supported by the U.S. State Department that train judges and legal practitioners in trial advocacy and oral litigation skills. In addition, he has contributed commentary and articles to a variety of publications addressing law, governance, and public policy.

Experience

Mr. Guttman’s litigation experience spans complex commercial disputes, class actions, and whistleblower cases involving government fraud and regulatory violations. He has served as counsel in significant False Claims Act matters and has represented whistleblowers in cases that resulted in major recoveries for the federal government, including large pharmaceutical and financial fraud settlements. His work has addressed issues such as unlawful drug marketing, fraudulent mortgage assignments, and government contracting practices. In addition, he has litigated employment and labor matters, including cases involving federal labor standards and workplace safety issues, as well as matters affecting workers in the U.S. nuclear weapons complex.

Paul Bamert

Case Status

Paul Bamert is the Vice President of Marketing at Case Status, where he leads strategic initiatives focused on modernizing client engagement in the legal industry. Drawing on a background in mechanical engineering and an MBA, Paul brings a systems-driven and entrepreneurial mindset to the challenge of improving law firm communication, measurement, and client experience. He has helped guide legal technology initiatives enabling firms to reduce risk, increase transparency, and deliver more predictable, client-centered outcomes. Under his leadership, Case Status continues to advance solutions that align ethical compliance with measurable client engagement.

Education & Credentials

Paul Bamert holds a Bachelor of Science in Mechanical Engineering and Material Science from Duke University and an MBA from The Citadel. His academic background in engineering and business administration informs a data-driven, systems-oriented approach to marketing and legal technology strategy. He is also a national CLE presenter on client experience and legal ethics, reflecting his recognized expertise at the intersection of legal compliance and client engagement.

Recognition & Leadership

Paul is recognized as a national CLE presenter on client experience and ethics in the legal industry. In his role as Vice President of Marketing at Case Status, he has helped establish the company as a leading voice on client communication standards and ethical compliance in legal technology. His presentations equip attorneys and law firm leaders with practical frameworks for improving client relationships while meeting their professional responsibilities — a combination that has made him a sought-after speaker at legal industry events nationwide.

Professional Involvement

Paul is actively engaged in the legal technology and legal ethics communities through his national CLE presentations and his leadership at Case Status. He works closely with law firms of all sizes to help them understand how technology-driven client communication strategies can reduce malpractice risk, strengthen ethical compliance, and improve measurable outcomes for clients. His entrepreneurial and engineering background allows him to approach the legal industry's communication challenges with a rigorous, outcome-focused perspective that resonates with both legal and business audiences.

Experience

As Vice President of Marketing at Case Status, Paul Bamert leads the company's strategic marketing efforts with a focus on driving adoption of modern client engagement tools across the legal industry. His career combines technical training in engineering with executive-level business strategy, allowing him to bridge the gap between complex technology solutions and the practical needs of law firms and their clients. Through his CLE presentations and industry involvement, Paul has become a recognized authority on how legal technology can help firms deliver transparent, ethical, and client-centered service at scale.

Plans

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Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
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of 1 to 3+ hours
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Individual Purchase
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Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Mastering law firm operations and employment law intake is essential because effective communication and thorough client screening directly impact client satisfaction, case outcomes, and malpractice risk.
40%
Of law firms answered phone calls from prospective clients in a 2024 secret shopper study, down from 56% in 2019, revealing critical gaps in client responsiveness.
$700M
Record amount secured by the EEOC for over 21,000 victims of employment discrimination in fiscal year 2024, the highest monetary recovery in recent agency history.
88.5k
New charges of workplace discrimination filed with the EEOC in fiscal year 2024, representing a 9.2% increase over the previous fiscal year.
79%
Of legal professionals now use AI in their daily work, up from just 19% in 2023, dramatically accelerating technology adoption in law practice.

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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

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