Automating Client Intake and Onboarding
October 6, 2021
1:00 PM (ET)
Some of the most popular legal tech automations are happening with lead follow up, intake, and onboarding of new clients. There is real value and opportunity in reimagining how you welcome prospective clients to your practice and show them how to work with you effectively.
AILA University Video Roundtables are free learning opportunities for AILA members provided via a weekly schedule of live video programming for members to come together from across the country and world to discuss hot topics and network with colleagues in the field. Video Roundtables are part of AILA University programming and each session is hosted by faculty selected for their expertise.
- Tech to Help You Convert Leads to Clients
- Streamlining and Improving Intake for Everyone
- Leading E-Signature Apps and Online Payment Processors
- Onboarding Best Practices and Automation Tech Tools
Ksenia A. Maiorova, Orlando, FL
Laura O'Bryan, Co-Owner/Attorney, My Virtual Lawyer, Little Rock, AR
(Moderator) Reid Trautz, Senior Director, AILA Practice & Professionalism Center, Washington, DC