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More Than Just a Click: Automating the Client Intake Process

Date: 02/12/2020
Topic: Practice Management
Credit:1 - PS
OSB CLE Event ID: 64232
Program Materials: Download Program Materials

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.

 

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This material is provided for informational purposes only and does not establish, report, or create the standard of care for attorneys in Oregon, nor does it represent a complete analysis of the topics presented. Readers should conduct their own appropriate legal research. The information presented does not represent legal advice. This information may not be republished, sold, or used in any other form without the written consent of the Oregon State Bar Professional Liability Fund except that permission is granted for Oregon lawyers to use and modify these materials in their own practices.
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