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Wyoming State Bar > Event
Open Arms: Creating a Modern Intake System for Your Law Firm
August 27, 2021
Virtual
Programs
Open Arms: Creating a Modern Intake System for Your Law Firm
August 27, 2021 12:00 PM-1:00 PM
There are two significant problems with the way that most law firms run client intake. The first is that lots of law firms don’t have an intake program (now called a ‘client journey) to speak of. The second is that many law firms still rely on in-person intake methods. The convenience economy is here to stay, however, and law firm managers need to look to develop an intake roadmap that can be managed in a completely virtual fashion.
In this program, we will discuss how to take the first steps in developing an intake roadmap, as well as the technology you will want to use to build it out, in real-time.
Specific topics to be addressed in the presentation include:
• how to build a client journey
• a rundown of the full set of intake technologies for modern law practice
• utilizing reports and data to make better marketing decisions
Speakers
Jared Correia
Jared D. Correia, Esq. is the founder and CEO of Red Cave Law Firm Consulting. Red Cave offers subscription-based law firm business management consulting services for law firms, bar associations and legal organizations. Red Cave also works with legal vendors to develop programming and content. Jared is also the COO of Gideon Software, Inc. Gideon offers chat and scheduling software built exclusively for law firms. A former practicing attorney, Jared has been providing services to lawyers and law firms for over a decade. He is a regular presenter at local, regional and national events. He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work. Jared is the host of the award-winning Legal Toolkit podcast on Legal Talk Network. Jared has also taught for Concord Law School, Suffolk University Law School, Solo Practice University and Becker College. He loves James Taylor, but respects Ron Swanson; and, he tries to sneak Rolos when no one is looking.
For more information about Jared, visit Red Cave’s website and/or Gideon’s website, his LinkedIn account, his Twitter account or contact him directly at jared@redcavelegal.com.