Program Details
2025-10-16 14:00:00
Over 1,000+ webinars
Course Overview
2025-10-16 14:00:00
2h CLE Credits
Intermediate
2
2:00 pm - 3:00 pm ESTThis session establishes the essential building blocks for high-performance intake departments, from hiring salespeople with empathy to defining clear case criteria that empowers decision-making. Attendees will learn how to balance technology with human connection, track critical metrics like wanted percentage and retention rates, and implement ongoing training programs that build confidence and reduce lost opportunities.
Vanessa Soto
Jason Adams 3:10 pm - 4:10 pm ESTExplore how automation transforms lead capture, follow-up sequences, and case management into seamless, accountable workflows that eliminate human error and missed deadlines. This session covers building connected systems where technology talks, using dashboards for real-time forecasting and performance coaching, and implementing a 90-day blueprint to achieve operational clarity and measurable ROI.
Vanessa SotoJason AdamsVanessa Soto is the Vice President of Intake at LawBear, with more than 20 years of experience leading Intake Departments and driving operational excellence across law firm environments. She has developed a reputation for transforming Intake from a perceived entry-level function into one of the most critical drivers of client experience and firm growth.
Jason Adams is a Salesforce-certified legal technology strategist with 10 years of leadership in the legal industry. As the founder of Advocate Cloud Solutions, he partners with personal injury, mass tort, and consumer law firms nationwide to modernize operations through technology.
Vanessa Soto is the Vice President of Intake at LawBear, with more than 20 years of experience leading Intake Departments and driving operational excellence across law firm environments. She has developed a reputation for transforming Intake from a perceived entry-level function into one of the most critical drivers of client experience and firm growth.
Jason Adams is a Salesforce-certified legal technology strategist with 10 years of leadership in the legal industry. As the founder of Advocate Cloud Solutions, he partners with personal injury, mass tort, and consumer law firms nationwide to modernize operations through technology.
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
