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Improve Your Law Firm’s Responsiveness: Potential Clients & Client Intake

(352 reviews)

Produced on September 25, 2018

$ 89 Law Practice Management In Stock
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Course Information

Time 1h 3m
Difficulty Intermediate
Topics covered in this course: Law Practice Management

Course Description

Is your law firm’s system for responding to potential clients in need of an overhaul? In this session, presented by Maddy Martin of Smith.ai and Ian Connett of QuantumJurist, you will learn how to combine tools within your legal practice management and calendaring software to capture, qualify, and convert leads into new clients. You'll receive examples of the best lead-qualification questions, lead-intake forms, and a "playbook" for automating the entire process from lead capture to new-client intake. You'll also learn how to outsource most of the workflow to virtual receptionists to save your firm time and money.

Learning Objectives:

  1. Explore the optimal workflow for new client intake using your CRM, CMS, and calendaring software
  2. Identify how to automate referrals to other law practices
  3. Examine the best lead-qualification questions and how to standardize and outsource them
  4. Discuss the use of virtual receptionists to improve your law firm’s responsiveness

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Maddy Martin


Maddy Martin is the head of marketing and partnerships for Smith.ai, which provides law firm communication services, including their virtual receptionist & intake service, web chat, and Keypad cloud phone system. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO & content marketing, social media, comarketing, and event marketing.

Ian Connett

Quantum Jurist, Inc.

Ian Connett, Esq. is the CEO and Founder of Quantum Jurist, Inc. a LegalTech consulting and technology venture dedicated to creating efficiencies in the legal services industry. Ian is also a Contributing Editor to the EvolveTheLaw.com Legal Innovation Center, host of the popular EvolveLaw Podcast, and an advocate for lawyer wellness through outdoor activity. Ian has served as both in-house and outside counsel to numerous technology ventures. Based in New York City, Ian is on Twitter (@QuantumJurist) and can also be reached at ian@quantumjurist.com.


W B.

Thorough and detailed. Thanks!


Very good

chris L.

great course

Alice E.

Not only informative but actionable. Time well spent.

Evan K.

Amazing! Thanks.

Albert S.

Excellent presentation. Most impactful course I’ve seen this reporting period.

Walter F.

Very useful presentation regarding the opportunities and challenges of adoptintg technology. Very knowledgeable presenters. Well done. Thank you.

Ronald J A.

Very good flow of information. Well presented. I like it.

David L.

very well presented

Sheafe W.

Thought provoking and with great suggestions for practice management.

Andrew H.

Helpful CLE. Would be great to have more practical law office management CLEs like this one

John H.


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