Automating Client Intake and Onboarding

Automating Client Intake and Onboarding

Release Date: 10/6/2021
Available Only to AILA Members
Format Length CLE Eligible
Video Roundtable 60 min. No

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.

This Roundtable is the third in a three-part Automation Series. Find the first two recordings at AILA's Practice & Professionalism Virtual Practice Initiative.

Discussion Topics

  • 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

This roundtable is available only to AILA members and not CLE eligible. 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.

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

The speaker's/author's views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided are based on the speaker's/author's experiences and the current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and experiences may differ from your own.