Clients slipping through the cracks of your intake process? Intake bottlenecks costing your firm time and money to resolve? Just want a more efficient process in place?
Join Lexicata CEO Michael Chasin along with the JurisPage team on Wednesday, November 15th for an in-depth webinar on how you can use technology to dramatically improve your client intake process to boost retention, save time, and grow revenue.
Michael & the Lexicata team have worked with thousands of firms, and they’ve learned the keys to setting up and managing a great intake process, like:
Top mistakes to avoid with client intake
How to drive more lead conversions
How to build a proper sales funnel
The best process for client retention
Tools to manage and automate your intake process
So bring a pen and notepad, and we’ll see you there.
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