Transform Your Firm’s Intake With a FREE CLE Training
Losing potential clients because your intake process doesn’t convert?
Modern legal clients expect fast responses, seamless experiences, and personalized communication. Is your intake system ready?
In this fast-paced, Florida Bar Approved Technology CLE, you’ll discover how to transform your law firm’s intake, follow-up, and performance tracking processes using accessible technology tools.
Technology Enhancements to Improve Intake Processes and Client Experience
CREDiT: 1 Technology CLE
ON DEMAND
Presenter:
Will Dukes
50 min
Available until 10/31/2026
Your Process Might Be Turning Away the Clients
You Want Most
Whether you’re a solo practitioner or managing a growing law firm, this CLE gives you practical,
step-by-step insights that drive real results.
It’s your chance to upgrade your client experience—without the guesswork.
Course Contents
1. Improving the Client Contact Experience
(15 minutes)
2. Enhancing Follow-Up Communication
(20 minutes)
3. Using KPIs to Track and Improve Intake (15 minutes)
Ready to get started?
What You’ll Learn
Design a modern, client-friendly intake experience that prevents missed leads
Automate follow-ups while keeping your message personalized
Use performance tracking and KPIs to measure and improve results
Boost client satisfaction and streamline staff workflows
Testimonials
Melinda Grimaldi, Grimaldi Law Firm
Pulling all the levers to hit 600% growth
Instead of hiring someone to tell me what to do, I have someone help me do it… I feel like I have someone in my team.
Christian Rodriguez, Trembly Law Firm
My conversion rate went from the around 35% to 60%!
Our founding partner suggested I work with Will, and with his coaching and tweaks to our sales process, my conversion rate went from the around 35% to 60%!
Annette Sanchez, Annette Sanchez Law, PA
From Bottlenecked to Growing My Team
We identified the gaping hole in my bucket – my intake and sales process… I’m now looking to hire more attorneys and paralegals to handle the caseload because of how much we’ve grown.
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