The process to onboard new clients is often fraught with mundane repetition and duplicative data entry. This CLE will cover the challenges of a traditional client intake process and provide options to streamline and automate the process. Practitioners will learn how and why automating their client intake process will strengthen business development and improve client relations. Presented by Hong Dao, PLF Practice Management Attorney.

 

Topic: Practice Management
Date: 02/12/2020
Credits:1 - PS
Formats: Streaming Video, MP3
OSB CLE Event ID:64232
Program Materials:Download Program Materials

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